419 hedge funds and large institutions have $6.12B invested in WEX in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 118 increasing their positions, 170 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-7
Holders Change %
-1.64%
% of All Funds
5.69%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
70
Increased
118
Reduced
170
Closed
69
Calls
$83M
Puts
$215M
Net Calls
-$132M
Net Calls Change
-$221M
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$13.6M +$290K +1,849 +2%
HCC
52
Hill City Capital
Massachusetts
$13.3M
AQR Capital Management
53
AQR Capital Management
Connecticut
$13.2M -$10.2M -65,924 -44%
Principal Financial Group
54
Principal Financial Group
Iowa
$12.7M -$1.66M -10,587 -12%
Invesco
55
Invesco
Georgia
$12.7M +$2.89M +18,399 +30%
GAM
56
Gotham Asset Management
New York
$11.8M -$4.69M -29,888 -28%
TSW
57
Thompson Siegel & Walmsley
Virginia
$11.4M +$1.99M +12,642 +21%
AllianceBernstein
58
AllianceBernstein
Tennessee
$11.3M +$2.88M +18,330 +34%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$11.2M -$266K -1,696 -2%
Retirement Systems of Alabama
60
Retirement Systems of Alabama
Alabama
$10.9M -$887K -5,652 -8%
Raymond James Financial
61
Raymond James Financial
Florida
$10.9M -$251K -1,599 -2%
Legal & General Group
62
Legal & General Group
United Kingdom
$10.6M +$303K +1,928 +3%
ST
63
Spinnaker Trust
Maine
$10.3M
Swiss National Bank
64
Swiss National Bank
Switzerland
$9.76M -$2.92M -18,600 -23%
WJWM
65
Williams Jones Wealth Management
New York
$9.64M -$6.57M -41,813 -41%
ICM
66
Invenomic Capital Management
Massachusetts
$9.52M -$5.42M -34,499 -36%
PCM
67
Penserra Capital Management
California
$9.39M -$65.8K -419 -0.7%
Holocene Advisors
68
Holocene Advisors
New York
$9.34M +$2.53M +16,137 +37%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$9.27M +$90.8K +578 +1%
William Blair & Company
70
William Blair & Company
Illinois
$9.23M -$10.3M -65,349 -53%
Natixis Advisors
71
Natixis Advisors
Massachusetts
$9.23M -$337K -2,147 -4%
KCM
72
Kodai Capital Management
Illinois
$9.1M +$9.1M +57,958 New
IGM
73
Incline Global Management
New York
$8.28M +$1.16M +7,376 +16%
State of Wisconsin Investment Board
74
State of Wisconsin Investment Board
Wisconsin
$8.24M -$407K -2,590 -5%
CI
75
Cambiar Investors
Colorado
$8.03M -$950K -6,050 -11%