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427 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

90% more call options, than puts

Call options by funds: $4.95M | Put options by funds: $2.61M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 391427 (+36)

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
427
Holders Change
+36
Holders Change %
+9.21%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
79
Increased
129
Reduced
149
Closed
38
Calls
$4.95M
Puts
$2.61M
Net Calls
+$2.34M
Net Calls Change
+$764K
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
401
Bell Investment Advisors
California
$1.19K
PWPS
402
Pinnacle Wealth Planning Services
Ohio
$1.19K +$1.21K +8 New
CPG
403
Cornerstone Planning Group
New Jersey
$1.08K +$1.05K +7 New
MCM
404
MV Capital Management
Maryland
$1.04K
DPW
405
DiNuzzo Private Wealth
Pennsylvania
$894 -$151 -1 -14%
CFD
406
Creative Financial Designs
Indiana
$894
CH
407
Cromwell Holdings
Wyoming
$894
NRG
408
Nemes Rush Group
Michigan
$894
NFSG
409
Newbridge Financial Services Group
Florida
$894
Kayne Anderson Rudnick Investment Management
410
Kayne Anderson Rudnick Investment Management
California
$745
SC
411
SouthState Corp
Florida
$745
AFC
412
Ares Financial Consulting
California
$745 +$753 +5 New
TM
413
Torren Management
California
$745 +$753 +5 New
BGAI
414
Bruce G. Allen Investments
Colorado
$596
PWMG
415
Private Wealth Management Group
New Jersey
$596
RWM
416
Rialto Wealth Management
New York
$596 +$301 +2 +100%
BHWM
417
Bay Harbor Wealth Management
Maryland
$595 +$151 +1 +33%
1IA
418
1620 Investment Advisors
Massachusetts
$447
GSWM
419
Golden State Wealth Management
California
$447
TPCW
420
TD Private Client Wealth
New York
$447
HIA
421
HFM Investment Advisors
New Jersey
$298 -$151 -1 -33%
HI
422
Horizon Investments
North Carolina
$298
PWA
423
Principia Wealth Advisory
Texas
$298 +$301 +2 New
TFM
424
TFC Financial Management
Massachusetts
$149
RJA
425
Ross\Johnson & Associates
Minnesota
$149 +$151 +1 New