427 hedge funds and large institutions have $5.92B invested in WEX in 2026 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 172 increasing their positions, 120 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

0.48% more ownership

Funds ownership: 112.22%112.69% (+0.48%)

0% more funds holding

Funds holding: 426427 (+1)

94% less call options, than puts

Call options by funds: $4.62M | Put options by funds: $72.1M

Holders
427
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.62M
Puts
$72.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BLC
401
Brown, Lisle/Cummings
Rhode Island
$1.22K
RWS
402
Retirement Wealth Solutions
Wisconsin
$1.07K
BHWM
403
Bay Harbor Wealth Management
Maryland
$1.07K
IRC
404
Investors Research Corp
Georgia
$1.07K
DPW
405
DiNuzzo Private Wealth
Pennsylvania
$919
CFD
406
Creative Financial Designs
Indiana
$918
CH
407
Cromwell Holdings
Wyoming
$918
NRG
408
Nemes Rush Group
Michigan
$918
TPWA
409
Twin Peaks Wealth Advisors
California
$918
SC
410
SouthState Corp
Florida
$766
BGAI
411
Bruce G. Allen Investments
Colorado
$765
PWMG
412
Private Wealth Management Group
New Jersey
$613
HI
413
Horizon Investments
North Carolina
$612
DF
414
Dunhill Financial
United Kingdom
$575
TPCW
415
TD Private Client Wealth
New York
$459
GSWM
416
Golden State Wealth Management
California
$459
1IA
417
1620 Investment Advisors
Massachusetts
$459
HIA
418
HFM Investment Advisors
New Jersey
$306
VWM
419
Vermillion Wealth Management
Minnesota
$306
IAAG
420
Innovative Asset Advisors Group
Connecticut
$306
TFM
421
TFC Financial Management
Massachusetts
$154
MWPCG
422
Measured Wealth Private Client Group
New Hampshire
$153
HI
423
Harbour Investments
Wisconsin
$153
RS
424
Rakuten Securities
Japan
$153
CW
425
Curio Wealth
Maryland
$153