379 hedge funds and large institutions have $5.6B invested in WEX in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 116 increasing their positions, 156 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-40
Holders Change %
-9.55%
% of All Funds
5.08%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
56
Increased
116
Reduced
156
Closed
91
Calls
$3.83M
Puts
$1.72M
Net Calls
+$2.12M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Shares
Change %
IMC
451
Investment Management Corporation
Virginia
-$22.6K -144 Closed
QC
452
Quent Capital
New York
-$21.8K -139 Closed
HT
453
Headlands Technologies
Illinois
-$14.8K -94 Closed
TH
454
TCTC Holdings
Texas
-$10K -64 Closed
BWAM
455
Boyd Watterson Asset Management
Ohio
-$5.18K -33 Closed
WT
456
Washington Trust
Rhode Island
-$4.08K -26 Closed
HNW
457
High Note Wealth
Minnesota
-$3.14K -20 Closed
WPA
458
West Paces Advisors
Georgia
-$2.67K -17 Closed
OC
459
Oakworth Capital
Alabama
-$2.36K -15 Closed
BF
460
BOK Financial
Oklahoma
-$2.04K -13 Closed
FCAS
461
First Command Advisory Services
Texas
-$1.57K -10 Closed
BFS
462
Bare Financial Services
Pennsylvania
-$1.41K -9 Closed
CTWM
463
Cherry Tree Wealth Management
Minnesota
-$943 -6 Closed
CFO
464
CVA Family Office
Colorado
-$471 -3 Closed
GFPC
465
Global Financial Private Client
Florida
-$471 -3 Closed
BWL
466
Bogart Wealth LLC
Virginia
-$471 -3 Closed
PWAM
467
Private Wealth Asset Management
Iowa
-$314 -2 Closed
AF
468
Advisornet Financial
Minnesota
-$157 -1 Closed
CA
469
CoreCap Advisors
Michigan
-$157 -1 Closed
SSG
470
Summit Securities Group
New York
-$157 -1 Closed