419 hedge funds and large institutions have $6.12B invested in WEX in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 118 increasing their positions, 170 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-7
Holders Change %
-1.64%
% of All Funds
5.69%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
70
Increased
118
Reduced
170
Closed
69
Calls
$83M
Puts
$215M
Net Calls
-$132M
Net Calls Change
-$221M
Name Holding Trade Value Shares
Change
Shares
Change %
AC
451
AXQ Capital
New Jersey
-$354K -2,018 Closed
Envestnet Portfolio Solutions
452
Envestnet Portfolio Solutions
Illinois
-$339K -1,931 Closed
Walleye Trading
453
Walleye Trading
New York
-$330K -1,883 Closed
GC
454
Globeflex Capital
California
-$322K -1,836 Closed
QC
455
Quantessence Capital
New York
-$313K -1,788 Closed
JCM
456
J2 Capital Management
Michigan
-$296K -1,688 Closed
Cambridge Investment Research Advisors
457
Cambridge Investment Research Advisors
Iowa
-$288K -1,644 Closed
VI
458
Versor Investments
New York
-$269K -1,534 Closed
BAM
459
Blueshift Asset Management
New Jersey
-$255K -1,455 Closed
CCIA
460
Campbell & Co Investment Adviser
Maryland
-$255K -1,453 Closed
EI
461
Ethic Inc
New York
-$234K -1,333 Closed
DT
462
Diversified Trust
Tennessee
-$227K -1,294 Closed
HW
463
Hancock Whitney
Mississippi
-$224K -1,275 Closed
BC
464
Burney Company
Virginia
-$222K -1,264 Closed
LWM
465
Level Wealth Management
North Carolina
-$219K -1,250 Closed
RCAG
466
Rehmann Capital Advisory Group
Michigan
-$217K -1,235 Closed
WDA
467
Wendell David Associates
New Hampshire
-$208K -1,189 Closed
CAM
468
Cresset Asset Management
Illinois
-$205K -1,167 Closed
CAM
469
Claret Asset Management
Quebec, Canada
-$201K -1,145 Closed
MFG
470
Merit Financial Group
Georgia
-$200K -1,143 Closed
CFGS
471
Concourse Financial Group Securities
Alabama
-$187K -1,025 Closed
VWM
472
Venturi Wealth Management
Texas
-$129K -735 Closed
Allspring Global Investments
473
Allspring Global Investments
North Carolina
-$61K -348 Closed
CT
474
Clearstead Trust
Maine
-$59.1K -337 Closed
MFG
475
Mendota Financial Group
Wisconsin
-$26.3K -150 Closed