419 hedge funds and large institutions have $6.12B invested in WEX in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 118 increasing their positions, 170 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $7.06B → $6.12B (-$938M)

31% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 170

61% less call options, than puts

Call options by funds: $83M | Put options by funds: $215M

Holders
419
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$83M
Puts
$215M
Net Calls
Net Calls Change

Top Buyers

1 +$98.6M
2 +$96.5M
3 +$93.7M
4
Millennium Management
Millennium Management
New York
+$56.2M
5
IC
Impactive Capital
New York
+$46M

Top Sellers

1 -$154M
2 -$102M
3 -$84.4M
4
BlackRock
BlackRock
New York
-$54.9M
5
PFM
Premier Fund Managers
United Kingdom
-$51.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
401
Cherry Tree Wealth Management
Minnesota
$943
NFSG
402
Newbridge Financial Services Group
Florida
$942
NRG
403
Nemes Rush Group
Michigan
$942
TIM
404
Tortoise Investment Management
New York
$942
CIA
405
Cape Investment Advisory
Georgia
$785
Kayne Anderson Rudnick Investment Management
406
Kayne Anderson Rudnick Investment Management
California
$785
TWD
407
True Wealth Design
Ohio
$472
GSWM
408
Golden State Wealth Management
California
$471
GFPC
409
Global Financial Private Client
Florida
$471
CFO
410
CVA Family Office
Colorado
$471
BWL
411
Bogart Wealth LLC
Virginia
$471
SIC
412
SJS Investment Consulting
Ohio
$315
PWAM
413
Private Wealth Asset Management
Iowa
$314
CH
414
Cromwell Holdings
Wyoming
$314
SSG
415
Summit Securities Group
New York
$157
PWM
416
Parkworth Wealth Management
California
$157
AF
417
Advisornet Financial
Minnesota
$157
RS
418
Rakuten Securities
Japan
$157
CA
419
CoreCap Advisors
Michigan
$157
Norges Bank
420
Norges Bank
Norway
PFM
421
Premier Fund Managers
United Kingdom
Brown Advisory
422
Brown Advisory
Maryland
BAMCO Inc
423
BAMCO Inc
New York
WCM Investment Management
424
WCM Investment Management
California
DCP
425
Distillate Capital Partners
Illinois