390 hedge funds and large institutions have $5.95B invested in WEX in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 145 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.88% less ownership

Funds ownership: 111.01%110.13% (-0.88%)

18% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 145

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
390
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.58M
Puts
$2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Capital
401
Walleye Capital
New York
EP
402
Edgestream Partners
New Jersey
NRD
403
Nebula Research & Development
New York
FRM
404
Fox Run Management
Connecticut
JFG
405
Jefferies Financial Group
New York
Mariner
406
Mariner
Kansas
FT
407
Fiduciary Trust
Massachusetts
GCP
408
GSA Capital Partners
United Kingdom
WorldQuant Millennium Advisors
409
WorldQuant Millennium Advisors
New York
RAM
410
Readystate Asset Management
Illinois
Connor, Clark & Lunn Investment Management (CC&L)
411
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
PAS
412
Point72 Asia (Singapore)
Singapore
BAM
413
Blueshift Asset Management
New Jersey
DTL
414
Dynamic Technology Lab
Singapore
JF
415
Jump Financial
Illinois
GWM
416
Gitterman Wealth Management
New Jersey
BIG
417
Brooklyn Investment Group
New York
BNP Paribas Asset Management
418
BNP Paribas Asset Management
France
TSMHT
419
Thurston Springer Miller Herd & Titak
Indiana
GWM
420
Geneos Wealth Management
Colorado
CPA
421
Compass Planning Associates
Massachusetts
BCWM
422
Bartlett & Co Wealth Management
Ohio
TCOV
423
Trust Company of Vermont
Vermont
AAS
424
Ameritas Advisory Services
Nebraska
CIA
425
Cape Investment Advisory
Georgia