We are live on
!
Find out more
WEX
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: 5 → 6 (+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: 427 → 429 (+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
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
YDMI
476
Y.D. More Investments
Ramat Gan,
Israel
| – | -$9.24K | -62 | Closed |
|
477
Simplex Trading
Chicago,
Illinois
| – | -$7.75K | -52 | Closed |
|
|
AG
478
AmeriFlex Group
Las Vegas,
Nevada
| – | -$4.77K | -32 | Closed |
|
|
CWP
479
Concord Wealth Partners
Abingdon,
Virginia
| – | -$3.58K | -24 | Closed |
|
|
FC
480
Fairscale Capital
Nashua,
New Hampshire
| – | -$2.83K | -19 | Closed |
|
|
WT
481
Whittier Trust
South Pasadena,
California
| – | -$2.28K | -15 | Closed |
|
|
WETS
482
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
| – | -$1.79K | -12 | Closed |
|
|
WWA
483
Wealth Watch Advisors
Englewood,
Colorado
| – | -$1.49K | -10 | Closed |
|
|
EW
484
Elyxium Wealth
San Mateo,
California
| – | -$1.34K | -9 | Closed |
|
|
NFSG
485
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$894 | -6 | Closed |
|
486
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$745 | -5 | Closed |
|
|
TM
487
Torren Management
San Diego,
California
| – | -$745 | -5 | Closed |
|
|
RJA
488
Ross\Johnson & Associates
Plymouth,
Minnesota
| – | -$149 | -1 | Closed |
|