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429 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, 174 increasing their positions, 120 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 120

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 59

3% more capital invested

Capital invested by funds: $5.73B → $5.92B (+$187M)

0.48% more ownership

Funds ownership: 112.22%112.7% (+0.48%)

0% more funds holding

Funds holding: 427429 (+2)

94% less call options, than puts

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

Holders
429
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
5.28%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
69
Increased
174
Reduced
120
Closed
59
Calls
$4.62M
Puts
$72.1M
Net Calls
-$67.5M
Net Calls Change
-$69.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
401
MV Capital Management
Maryland
$1.23K +$156 +1 +14%
PWPS
402
Pinnacle Wealth Planning Services
Ohio
$1.22K
BLC
403
Brown, Lisle/Cummings
Rhode Island
$1.22K +$1.25K +8 New
RWS
404
Retirement Wealth Solutions
Wisconsin
$1.07K +$1.09K +7 New
BHWM
405
Bay Harbor Wealth Management
Maryland
$1.07K +$469 +3 +75%
IRC
406
Investors Research Corp
Georgia
$1.07K +$1.09K +7 New
DPW
407
DiNuzzo Private Wealth
Pennsylvania
$919
CFD
408
Creative Financial Designs
Indiana
$918
CH
409
Cromwell Holdings
Wyoming
$918
NRG
410
Nemes Rush Group
Michigan
$918
TPWA
411
Twin Peaks Wealth Advisors
California
$918 +$938 +6 New
SC
412
SouthState Corp
Florida
$766
BGAI
413
Bruce G. Allen Investments
Colorado
$765 +$156 +1 +25%
PWMG
414
Private Wealth Management Group
New Jersey
$613
HI
415
Horizon Investments
North Carolina
$612 +$313 +2 +100%
DF
416
Dunhill Financial
United Kingdom
$575 +$313 +2 +200%
1IA
417
1620 Investment Advisors
Massachusetts
$459
GSWM
418
Golden State Wealth Management
California
$459
TPCW
419
TD Private Client Wealth
New York
$459
HIA
420
HFM Investment Advisors
New Jersey
$306
IAAG
421
Innovative Asset Advisors Group
Connecticut
$306 +$313 +2 New
VWM
422
Vermillion Wealth Management
Minnesota
$306 +$313 +2 New
TFM
423
TFC Financial Management
Massachusetts
$154
MWPCG
424
Measured Wealth Private Client Group
New Hampshire
$153 -$3.75K -24 -96%
HI
425
Harbour Investments
Wisconsin
$153 -$2.97K -19 -95%