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WEX
WEX

422 hedge funds and large institutions have $6.18B invested in WEX in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 117 increasing their positions, 173 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.84% more ownership

Funds ownership: 101.19% → 102.03% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

3% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 70

2% less funds holding

Funds holding: 430 → 422 (-8)

12% less capital invested

Capital invested by funds: $7.06B → $6.18B (-$880M)

32% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 173

61% less call options, than puts

Call options by funds: $83M | Put options by funds: $215M

Holders
422
Holders Change
-8
Holders Change %
-1.86%
% of All Funds
5.66%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
68
Increased
117
Reduced
173
Closed
70
Calls
$83M
Puts
$215M
Net Calls
-$132M
Net Calls Change
-$221M

Top Buyers

Rank Fund Capital Flow
1
HSBC Holdings
HSBC Holdings
United Kingdom
+$105M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$101M
3
Barclays
Barclays
United Kingdom
+$98.2M
4
Millennium Management
Millennium Management
New York
+$58.9M
5
IC
Impactive Capital
New York
+$48.2M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$161M
2
Bessemer Group
Bessemer Group
New Jersey
-$106M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$88.5M
4
BlackRock
BlackRock
New York
-$57.6M
5
PFM
Premier Fund Managers
United Kingdom
-$51.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Allspring Global Investments
476
Allspring Global Investments
North Carolina
– -$61K -348 Closed
CT
477
Clearstead Trust
Maine
– -$59.1K -337 Closed
MFG
478
Mendota Financial Group
Wisconsin
– -$26.3K -150 Closed
EIM
479
Essex Investment Management
Massachusetts
– -$24K -137 Closed
LFA
480
LGT Financial Advisors
Texas
– -$21.6K -123 Closed
AWM
481
Avior Wealth Management
Nebraska
– -$19.8K -113 Closed
CT
482
Colonial Trust
South Carolina
– -$14.4K -82 Closed
BCMLT
483
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$8.59K -49 Closed
CA
484
Clearstead Advisors
Ohio
– -$7.71K -44 Closed
CAS
485
Coppell Advisory Solutions
Texas
– -$3.75K -22 Closed
LSA
486
Leonteq Securities AG
Switzerland
– -$3.51K -20 Closed
MG
487
Mather Group
Illinois
– -$1.93K -11 Closed
RIL
488
Rothschild Investment LLC
Illinois
– -$1.75K -10 Closed
RCM
489
Raleigh Capital Management
North Carolina
– -$1.23K -7 Closed
SO
490
Sierra Ocean
California
– -$351 -2 Closed
TFM
491
TFC Financial Management
Massachusetts
– -$176 -1 Closed
T
492
Transce3nd
Texas
– -$175 -1 Closed
16 17 18 19
20

WEX Hedge Fund Activity: Q1 2025 in Review

422 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q1 2025, worth a combined $6.18B — down 12% from $7.06B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of WEX and 68 opened new positions — a net loss of 2 holders — while 173 trimmed existing stakes and 117 added.

The largest buyer was HSBC Holdings, adding an estimated $105M. The largest seller was JP Morgan Chase, cutting an estimated $161M.

  • 422 institutional investors held WEX (WEX) as of Q1 2025, down from 430 in Q4 2024.
  • Funds reported $6.18B of WEX stock for Q1 2025, down 12% quarter-over-quarter.
  • 68 funds opened new WEX positions in Q1 2025 and 70 closed out, a net change of -2 holders.
  • The largest WEX buyer in Q1 2025 was HSBC Holdings, an estimated $105M added.
  • The largest WEX seller in Q1 2025 was JP Morgan Chase, an estimated $161M sold.

Based on aggregated 13F filings for Q1 2025.