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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
JP Morgan Chase
26
JP Morgan Chase
New York
$50.8M -$5.97M -39,633 -10%
Norges Bank
27
Norges Bank
Norway
$50.2M +$50.8M +336,973 New
AI
28
Ariel Investments
Illinois
$50.2M -$624K -4,139 -1%
SM
29
Sunriver Management
Connecticut
$49M +$3.18M +21,096 +7%
Northern Trust
30
Northern Trust
Illinois
$47.6M +$2.73M +18,090 +6%
NSCM
31
New South Capital Management
Tennessee
$39.9M +$34.8M +231,158 +627%
GAM
32
Gotham Asset Management
New York
$39.8M -$531K -3,526 -1%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$39.6M -$6.11M -40,548 -13%
Goldman Sachs
34
Goldman Sachs
New York
$35.7M +$6.16M +40,861 +21%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$34.5M -$8.53M -56,602 -20%
LCM
36
Lakewood Capital Management
New York
$34M +$3.39M +22,500 +11%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$32M -$2.33M -15,452 -7%
Primecap Management
38
Primecap Management
California
$32M -$2.86M -19,000 -8%
Loomis, Sayles & Company
39
Loomis, Sayles & Company
Massachusetts
$26.8M +$3.48M +23,109 +15%
RHJA
40
Rice Hall James & Associates
California
$25.9M +$23.1K +153 +0.1%
SP
41
Solel Partners
Massachusetts
$24.9M +$7.37M +48,900 +41%
UBS AM
42
UBS AM
Illinois
$18.5M -$729K -4,841 -4%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$18.3M +$11.8M +78,407 +177%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$18.1M -$120K -798 -0.7%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$15.5M -$304K -2,016 -2%
Natixis Advisors
46
Natixis Advisors
Massachusetts
$15.4M +$713K +4,733 +5%
QCM
47
Quantinno Capital Management
New York
$15M +$3.15M +20,925 +26%
Capital World Investors
48
Capital World Investors
California
$14.3M +$5.23M +34,730 +57%
CCP
49
Clifford Capital Partners
Utah
$14.2M +$14.4M +95,326 New
IGM
50
Incline Global Management
New York
$13.6M -$1.15M -7,633 -8%