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427 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

90% more call options, than puts

Call options by funds: $4.95M | Put options by funds: $2.61M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 391427 (+36)

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
427
Holders Change
+36
Holders Change %
+9.21%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
79
Increased
129
Reduced
149
Closed
38
Calls
$4.95M
Puts
$2.61M
Net Calls
+$2.34M
Net Calls Change
+$764K
Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
426
Toronto Dominion Bank
Ontario, Canada
$116 +$151 +1 New
DF
427
Dunhill Financial
United Kingdom
$113 +$151 +1 New
Citadel Advisors
428
Citadel Advisors
Florida
-$131M -869,761 Closed
CCPM
429
Cooper Creek Partners Management
New York
-$20.7M -131,675 Closed
FGP
430
Freestone Grove Partners
California
-$9.02M -57,283 Closed
AG
431
Algert Global
California
-$4.36M -27,692 Closed
DFCM
432
Dark Forest Capital Management
Puerto Rico
-$2.81M -17,855 Closed
Schroder Investment Management Group
433
Schroder Investment Management Group
United Kingdom
-$2.67M -16,642 Closed
ERIC
434
Eagle Rock Investment Company
Georgia
-$1.61M -10,196 Closed
BGIM
435
Brandywine Global Investment Management
Pennsylvania
-$1.6M -10,180 Closed
IFU
436
iSAM Funds (UK)
United Kingdom
-$853K -5,414 Closed
NAAA
437
New Age Alpha Advisors
New York
-$818K -5,195 Closed
QT
438
Quantbot Technologies
New York
-$738K -4,687 Closed
Susquehanna International Group
439
Susquehanna International Group
Pennsylvania
-$627K -4,164 Closed
IEFM
440
IQ EQ Fund Management
Ireland
-$425K -2,698 Closed
MYIA
441
Mount Yale Investment Advisors
Colorado
-$240K -1,525 Closed
VAS
442
Vestmark Advisory Solutions
Massachusetts
-$240K -1,525 Closed
BHPW
443
Beverly Hills Private Wealth
California
-$223K -1,415 Closed
MAP
444
Moody Aldrich Partners
Massachusetts
-$215K -1,363 Closed
CIBC Asset Management
445
CIBC Asset Management
Ontario, Canada
-$207K -1,311 Closed
GWMR
446
GC Wealth Management RIA
Massachusetts
-$206K -1,307 Closed
EWM
447
Evercore Wealth Management
New York
-$203K -1,286 Closed
ACM
448
Aquatic Capital Management
Illinois
-$188K -1,195 Closed
SWP
449
Strategic Wealth Partners
Ohio
-$153K -974 Closed
ASN
450
Advisory Services Network
Georgia
-$151K -956 Closed