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429 hedge funds and large institutions have $5.92B invested in WEX in 2026 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 174 increasing their positions, 120 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 120

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 59

3% more capital invested

Capital invested by funds: $5.73B → $5.92B (+$187M)

0.48% more ownership

Funds ownership: 112.22%112.7% (+0.48%)

0% more funds holding

Funds holding: 427429 (+2)

94% less call options, than puts

Call options by funds: $4.62M | Put options by funds: $72.1M

Holders
429
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
5.28%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
69
Increased
174
Reduced
120
Closed
59
Calls
$4.62M
Puts
$72.1M
Net Calls
-$67.5M
Net Calls Change
-$69.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Ariel Investments
Illinois
$51.7M +$145K +927 +0.3%
Northern Trust
27
Northern Trust
Illinois
$50.9M +$2.09M +13,396 +4%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$47M +$6.49M +41,492 +16%
SCM
29
SG Capital Management
Illinois
$46.4M +$47.4M +303,280 New
UBS Group
30
UBS Group
Switzerland
$44.3M -$21.9M -140,067 -33%
Citadel Advisors
31
Citadel Advisors
Florida
$42.1M +$43M +274,827 New
NSCM
32
New South Capital Management
Tennessee
$38.1M -$3.01M -19,260 -7%
Hotchkis & Wiley Capital Management
33
Hotchkis & Wiley Capital Management
California
$36.2M -$22.6M -144,733 -38%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$35.6M +$170K +1,088 +0.5%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$35.5M +$36.3M +231,924 New
VFT
36
Vanguard Fiduciary Trust
Pennsylvania
$32.7M +$33.4M +213,657 New
QCM
37
Quantinno Capital Management
New York
$32.6M +$17.6M +112,378 +112%
Capital World Investors
38
Capital World Investors
California
$32.3M +$18M +115,427 +120%
SM
39
Sunriver Management
Connecticut
$31.2M -$19.6M -125,483 -38%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$30.9M -$2.05M -13,144 -6%
LCM
41
Lakewood Capital Management
New York
$30.8M -$4.22M -27,000 -12%
RHJA
42
Rice Hall James & Associates
California
$27.6M +$965K +6,176 +4%
Loomis, Sayles & Company
43
Loomis, Sayles & Company
Massachusetts
$26.8M -$694K -4,440 -2%
SP
44
Solel Partners
Massachusetts
$25.6M
Goldman Sachs
45
Goldman Sachs
New York
$25.5M -$11.3M -72,397 -30%
HRCM
46
Hawk Ridge Capital Management
California
$25M -$45.5M -290,800 -64%
LP
47
Longaeva Partners
Illinois
$24.7M +$25.2M +161,275 New
UBS AM
48
UBS AM
Illinois
$19.2M +$226K +1,447 +1%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$18.4M -$116K -740 -0.6%
Primecap Management
50
Primecap Management
California
$17.9M -$15.3M -97,800 -46%