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WEX
WEX

429 hedge funds and large institutions have $7.06B invested in WEX in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 120 increasing their positions, 173 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,211% more call options, than puts

Call options by funds: $91.4M | Put options by funds: $2.12M

10% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 58

0% less funds holding

Funds holding: 431 → 429 (-2)

2.31% less ownership

Funds ownership: 103.5% → 101.19% (-2.3%)

20% less capital invested

Capital invested by funds: $8.82B → $7.06B (-$1.76B)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

31% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 173

Holders
429
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
5.65%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
64
Increased
120
Reduced
173
Closed
58
Calls
$91.4M
Puts
$2.12M
Net Calls
+$89.3M
Net Calls Change
-$16.7M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$197M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$35.7M
3
UBS Group
UBS Group
Switzerland
+$32.6M
4
AI
Ariel Investments
Illinois
+$31.7M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$27.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$333M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$71.3M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$61.5M
4
TCM
TimesSquare Capital Management
New York
-$58M
5
Brown Advisory
Brown Advisory
Maryland
-$44.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$55.5M +$421K +2,244 +0.7%
Primecap Management
27
Primecap Management
California
$55.3M +$4.44M +23,690 +8%
Loomis, Sayles & Company
28
Loomis, Sayles & Company
Massachusetts
$53.8M -$216K -1,154 -0.4%
PFM
29
Premier Fund Managers
United Kingdom
$51.2M – – –
Brown Advisory
30
Brown Advisory
Maryland
$48.5M -$44.3M -235,991 -46%
Ameriprise
31
Ameriprise
Minnesota
$46.7M -$12.7M -67,951 -20%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$37.3M +$6.93M +36,940 +21%
UBS Group
33
UBS Group
Switzerland
$36.3M +$32.6M +173,816 +527%
BAMCO Inc
34
BAMCO Inc
New York
$35.6M -$7.54M -40,200 -17%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$35.4M +$35.7M +190,605 +1,684%
UBS AM
36
UBS AM
Illinois
$34M +$3.66M +19,534 +11%
SM
37
Sunriver Management
Connecticut
$31.3M -$16.1M -85,954 -32%
SCM
38
Snyder Capital Management
California
$26.6M +$9.28M +49,484 +48%
AQR Capital Management
39
AQR Capital Management
Connecticut
$26.1M +$27.8M +148,456 +5,562%
RHJA
40
Rice Hall James & Associates
California
$25.3M -$1.88M -10,003 -6%
Goldman Sachs
41
Goldman Sachs
New York
$23.8M -$549K -2,930 -2%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$22M -$370K -1,971 -2%
William Blair & Company
43
William Blair & Company
Illinois
$21.8M -$937K -4,999 -4%
N
44
Nuveen
North Carolina
$21.6M -$594K -3,167 -3%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$21.1M -$357K -1,905 -2%
WCM Investment Management
46
WCM Investment Management
California
$19M -$393K -2,095 -2%
GAM
47
Gotham Asset Management
New York
$18.4M +$2.8M +14,953 +17%
WJWM
48
Williams Jones Wealth Management
New York
$18.1M -$964K -5,141 -5%
ICM
49
Invenomic Capital Management
Massachusetts
$16.7M +$17.8M +95,123 New
Principal Financial Group
50
Principal Financial Group
Iowa
$16M -$727K -3,878 -4%
1
2
3 4 5

WEX Hedge Fund Activity: Q4 2024 in Review

429 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q4 2024, worth a combined $7.06B — down 20% from $8.82B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new WEX positions and 58 closed out — a net gain of 6 holders — while 120 added to existing stakes and 173 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $197M. The largest seller was Wellington Management Group, cutting an estimated $333M.

  • 429 institutional investors held WEX (WEX) as of Q4 2024, down from 431 in Q3 2024.
  • Funds reported $7.06B of WEX stock for Q4 2024, down 20% quarter-over-quarter.
  • 64 funds opened new WEX positions in Q4 2024 and 58 closed out, a net change of +6 holders.
  • The largest WEX buyer in Q4 2024 was JP Morgan Chase, an estimated $197M added.
  • The largest WEX seller in Q4 2024 was Wellington Management Group, an estimated $333M sold.

Based on aggregated 13F filings for Q4 2024.