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 %
Goldman Sachs
26
Goldman Sachs
New York
$55.1M +$33.8M +215,036 +158%
Northern Trust
27
Northern Trust
Illinois
$52.2M -$4.03M -25,638 -7%
SM
28
Sunriver Management
Connecticut
$49.3M +$21.3M +135,490 +76%
Charles Schwab
29
Charles Schwab
California
$48.4M -$1.37M -8,721 -3%
Primecap Management
30
Primecap Management
California
$47.6M -$1.9M -12,090 -4%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$46.5M -$12.3M -78,412 -21%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$43.5M -$12.6M -80,319 -22%
UBS Group
33
UBS Group
Switzerland
$39.3M +$6.81M +43,349 +21%
Ameriprise
34
Ameriprise
Minnesota
$37.2M -$4.67M -29,718 -11%
Jane Street
35
Jane Street
New York
$33.1M +$27.2M +173,258 +463%
UBS AM
36
UBS AM
Illinois
$29.9M -$597K -3,800 -2%
Two Sigma Investments
37
Two Sigma Investments
New York
$28.1M +$28M +178,034 +14,510%
Loomis, Sayles & Company
38
Loomis, Sayles & Company
Massachusetts
$25.6M -$22.6M -143,709 -47%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$25.1M -$6.57M -41,844 -21%
SCM
40
Snyder Capital Management
California
$23.3M -$481K -3,064 -2%
RHJA
41
Rice Hall James & Associates
California
$22.7M +$129K +824 +0.6%
Citadel Advisors
42
Citadel Advisors
Florida
$22M +$22M +139,833 New
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$19.5M -$255K -1,624 -1%
NL
44
Nuveen LLC
North Carolina
$18.8M +$18.8M +119,622 New
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$18M -$873K -5,561 -5%
SSA
46
Schonfeld Strategic Advisors
New York
$17.7M +$17.4M +110,870 +7,171%
QT
47
Quantbot Technologies
New York
$16.3M +$14.2M +90,584 +679%
M
48
Murchinson
Ontario, Canada
$15.7M +$15.7M +100,000 New
Fisher Asset Management
49
Fisher Asset Management
Washington
$15.2M +$2.16M +13,744 +17%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$14.7M +$14.7M +93,473 New