423 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 128 increasing their positions, 148 reducing their positions, and 37 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: 110.13%112.17% (+2%)

4% less capital invested

Capital invested by funds: $5.94B → $5.73B (-$215M)

14% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 148

Holders
423
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
DPW
401
DiNuzzo Private Wealth
Pennsylvania
$894
NRG
402
Nemes Rush Group
Michigan
$894
CFD
403
Creative Financial Designs
Indiana
$894
CH
404
Cromwell Holdings
Wyoming
$894
NFSG
405
Newbridge Financial Services Group
Florida
$894
SC
406
SouthState Corp
Florida
$745
Kayne Anderson Rudnick Investment Management
407
Kayne Anderson Rudnick Investment Management
California
$745
AFC
408
Ares Financial Consulting
California
$745
TM
409
Torren Management
California
$745
BGAI
410
Bruce G. Allen Investments
Colorado
$596
PWMG
411
Private Wealth Management Group
New Jersey
$596
RWM
412
Rialto Wealth Management
New York
$596
BHWM
413
Bay Harbor Wealth Management
Maryland
$595
1IA
414
1620 Investment Advisors
Massachusetts
$447
GSWM
415
Golden State Wealth Management
California
$447
TPCW
416
TD Private Client Wealth
New York
$447
HIA
417
HFM Investment Advisors
New Jersey
$298
HI
418
Horizon Investments
North Carolina
$298
PWA
419
Principia Wealth Advisory
Texas
$298
TFM
420
TFC Financial Management
Massachusetts
$149
RJA
421
Ross\Johnson & Associates
Minnesota
$149
Toronto Dominion Bank
422
Toronto Dominion Bank
Ontario, Canada
$116
DF
423
Dunhill Financial
United Kingdom
$113
Citadel Advisors
424
Citadel Advisors
Florida
CCPM
425
Cooper Creek Partners Management
New York