426 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 129 increasing their positions, 149 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:

2.04% 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
426
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
DF
426
Dunhill Financial
United Kingdom
$113
Citadel Advisors
427
Citadel Advisors
Florida
CCPM
428
Cooper Creek Partners Management
New York
FGP
429
Freestone Grove Partners
California
AG
430
Algert Global
California
DFCM
431
Dark Forest Capital Management
Puerto Rico
Schroder Investment Management Group
432
Schroder Investment Management Group
United Kingdom
ERIC
433
Eagle Rock Investment Company
Georgia
BGIM
434
Brandywine Global Investment Management
Pennsylvania
IFU
435
iSAM Funds (UK)
United Kingdom
NAAA
436
New Age Alpha Advisors
New York
QT
437
Quantbot Technologies
New York
Susquehanna International Group
438
Susquehanna International Group
Pennsylvania
IEFM
439
IQ EQ Fund Management
Ireland
VAS
440
Vestmark Advisory Solutions
Massachusetts
MYIA
441
Mount Yale Investment Advisors
Colorado
BHPW
442
Beverly Hills Private Wealth
California
MAP
443
Moody Aldrich Partners
Massachusetts
CIBC Asset Management
444
CIBC Asset Management
Ontario, Canada
GWMR
445
GC Wealth Management RIA
Massachusetts
EWM
446
Evercore Wealth Management
New York
ACM
447
Aquatic Capital Management
Illinois
SWP
448
Strategic Wealth Partners
Ohio
ASN
449
Advisory Services Network
Georgia
Acadian Asset Management
450
Acadian Asset Management
Massachusetts