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427 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

90% more call options, than puts

Call options by funds: $4.95M | Put options by funds: $2.61M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 391427 (+36)

2.04% more ownership

Funds ownership: 110.18%112.22% (+2%)

4% less capital invested

Capital invested by funds: $5.95B → $5.73B (-$215M)

13% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 149

Holders
427
Holders Change
+36
Holders Change %
+9.21%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
79
Increased
129
Reduced
149
Closed
38
Calls
$4.95M
Puts
$2.61M
Net Calls
+$2.34M
Net Calls Change
+$764K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
51
Invesco
Georgia
$12.7M +$1.59M +10,537 +14%
N
52
Nuveen
North Carolina
$12.6M -$225K -1,494 -2%
Ameriprise
53
Ameriprise
Minnesota
$12M -$1.7M -11,252 -12%
Raymond James Financial
54
Raymond James Financial
Florida
$11.1M -$1.44M -9,555 -11%
Principal Financial Group
55
Principal Financial Group
Iowa
$11M -$357K -2,369 -3%
CP
56
CenterBook Partners
Connecticut
$10.6M +$7.65M +50,752 +253%
IC
57
IEQ Capital
California
$10.3M +$7.83M +51,937 +303%
Millennium Management
58
Millennium Management
New York
$10.3M +$7.42M +49,220 +250%
Nomura Holdings
59
Nomura Holdings
Japan
$10.2M +$10.3M +68,486 New
TSW
60
Thompson Siegel & Walmsley
Virginia
$10.2M +$146K +971 +1%
Retirement Systems of Alabama
61
Retirement Systems of Alabama
Alabama
$10.1M -$41.3K -274 -0.4%
GCM
62
Gator Capital Management
Florida
$9.91M +$83.6K +555 +0.8%
ST
63
Spinnaker Trust
Maine
$9.83M +$49.7K +330 +0.5%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$9.81M -$449K -2,981 -4%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$9.74M -$353K -2,341 -3%
Swiss National Bank
66
Swiss National Bank
Switzerland
$9.57M +$166K +1,100 +2%
LN
67
Lightrock Netherlands
Netherlands
$9.31M +$2.82M +18,700 +43%
BA
68
Bridgewater Associates
Connecticut
$8.62M +$5.83M +38,715 +202%
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
$7.73M +$122K +811 +2%
Legal & General Group
70
Legal & General Group
United Kingdom
$7.37M -$693K -4,602 -9%
TCI
71
Triveni Capital Investments
Connecticut
$7.16M +$7.25M +48,087 New
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$6.97M -$65.7K -436 -0.9%
Jane Street
73
Jane Street
New York
$6.33M +$3.79M +25,124 +145%
RIP
74
Rhino Investment Partners
Pennsylvania
$6.26M -$2.14M -14,225 -25%
PCM
75
Penserra Capital Management
California
$6.25M -$437K -2,903 -6%