426 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2.04% more ownership

Funds ownership: 110.18%112.22% (+2%)

4% less capital invested

Capital invested by funds: $5.95B → $5.73B (-$215M)

13% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 149

Holders
426
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
$4.95M
Puts
$2.61M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
401
Pinnacle Wealth Planning Services
Ohio
$1.19K
CPG
402
Cornerstone Planning Group
New Jersey
$1.08K
MCM
403
MV Capital Management
Maryland
$1.04K
DPW
404
DiNuzzo Private Wealth
Pennsylvania
$894
CFD
405
Creative Financial Designs
Indiana
$894
NRG
406
Nemes Rush Group
Michigan
$894
CH
407
Cromwell Holdings
Wyoming
$894
NFSG
408
Newbridge Financial Services Group
Florida
$894
Kayne Anderson Rudnick Investment Management
409
Kayne Anderson Rudnick Investment Management
California
$745
SC
410
SouthState Corp
Florida
$745
TM
411
Torren Management
California
$745
AFC
412
Ares Financial Consulting
California
$745
BGAI
413
Bruce G. Allen Investments
Colorado
$596
PWMG
414
Private Wealth Management Group
New Jersey
$596
RWM
415
Rialto Wealth Management
New York
$596
BHWM
416
Bay Harbor Wealth Management
Maryland
$595
1IA
417
1620 Investment Advisors
Massachusetts
$447
TPCW
418
TD Private Client Wealth
New York
$447
GSWM
419
Golden State Wealth Management
California
$447
HIA
420
HFM Investment Advisors
New Jersey
$298
HI
421
Horizon Investments
North Carolina
$298
PWA
422
Principia Wealth Advisory
Texas
$298
TFM
423
TFC Financial Management
Massachusetts
$149
RJA
424
Ross\Johnson & Associates
Minnesota
$149
Toronto Dominion Bank
425
Toronto Dominion Bank
Ontario, Canada
$116