383 hedge funds and large institutions have $5.94B invested in WEX in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 118 increasing their positions, 143 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.96% less ownership

Funds ownership: 111.05%110.09% (-0.96%)

17% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 143

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
383
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.58M
Puts
$2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
51
Quantinno Capital Management
New York
$12.5M
Principal Financial Group
52
Principal Financial Group
Iowa
$12M
Invesco
53
Invesco
Georgia
$11.8M
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$10.8M
Retirement Systems of Alabama
55
Retirement Systems of Alabama
Alabama
$10.8M
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$10.7M
TSW
57
Thompson Siegel & Walmsley
Virginia
$10.6M
Barclays
58
Barclays
United Kingdom
$10.5M
GCM
59
Gator Capital Management
Florida
$10.4M
ST
60
Spinnaker Trust
Maine
$10.3M
Swiss National Bank
61
Swiss National Bank
Switzerland
$9.94M
Capital World Investors
62
Capital World Investors
California
$9.62M
FGP
63
Freestone Grove Partners
California
$9.02M
RIP
64
Rhino Investment Partners
Pennsylvania
$8.86M
Legal & General Group
65
Legal & General Group
United Kingdom
$8.52M
State of Wisconsin Investment Board
66
State of Wisconsin Investment Board
Wisconsin
$8.05M
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$7.44M
AllianceBernstein
68
AllianceBernstein
Tennessee
$7.16M
PCM
69
Penserra Capital Management
California
$7.07M
Point72 Asset Management
70
Point72 Asset Management
Connecticut
$7M
Wells Fargo
71
Wells Fargo
California
$6.6M
CI
72
Cambiar Investors
Colorado
$6.41M
D.E. Shaw & Co
73
D.E. Shaw & Co
New York
$6.22M
LN
74
Lightrock Netherlands
Netherlands
$5.87M
NSCM
75
New South Capital Management
Tennessee
$5.81M