422 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, 127 increasing their positions, 148 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% more ownership

Funds ownership: 110.13%112.14% (+2%)

4% less capital invested

Capital invested by funds: $5.95B → $5.73B (-$217M)

14% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 148

Holders
422
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
AG
426
Algert Global
California
DFCM
427
Dark Forest Capital Management
Puerto Rico
Schroder Investment Management Group
428
Schroder Investment Management Group
United Kingdom
ERIC
429
Eagle Rock Investment Company
Georgia
BGIM
430
Brandywine Global Investment Management
Pennsylvania
IFU
431
iSAM Funds (UK)
United Kingdom
NAAA
432
New Age Alpha Advisors
New York
QT
433
Quantbot Technologies
New York
Susquehanna International Group
434
Susquehanna International Group
Pennsylvania
IEFM
435
IQ EQ Fund Management
Ireland
SC
436
Savant Capital
Illinois
MYIA
437
Mount Yale Investment Advisors
Colorado
VAS
438
Vestmark Advisory Solutions
Massachusetts
BHPW
439
Beverly Hills Private Wealth
California
MAP
440
Moody Aldrich Partners
Massachusetts
CIBC Asset Management
441
CIBC Asset Management
Ontario, Canada
GWMR
442
GC Wealth Management RIA
Massachusetts
EWM
443
Evercore Wealth Management
New York
ACM
444
Aquatic Capital Management
Illinois
ASN
445
Advisory Services Network
Georgia
Acadian Asset Management
446
Acadian Asset Management
Massachusetts
PS
447
Principal Securities
Iowa
Macquarie Group
448
Macquarie Group
Australia
SC
449
Steph & Co
Wisconsin
CIAM
450
Caitong International Asset Management
Hong Kong