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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: 56 (+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: 427429 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
51
Natixis Advisors
Massachusetts
$17.5M +$1.73M +11,082 +11%
IC
52
IEQ Capital
California
$16.5M +$6.09M +38,956 +56%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$16.2M +$222K +1,418 +1%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$15.7M +$16.6M +106,331 +45,056%
CCP
55
Clifford Capital Partners
Utah
$14.1M -$480K -3,069 -3%
N
56
Nuveen
North Carolina
$14.1M +$1.17M +7,482 +9%
Invesco
57
Invesco
Georgia
$12.7M -$336K -2,147 -3%
Ameriprise
58
Ameriprise
Minnesota
$12.2M -$183K -1,169 -1%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$11.7M +$1.68M +10,730 +16%
Principal Financial Group
60
Principal Financial Group
Iowa
$11.7M +$430K +2,753 +4%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$11.5M +$1.55M +9,945 +15%
Raymond James Financial
62
Raymond James Financial
Florida
$10.8M -$583K -3,730 -5%
SG Americas Securities
63
SG Americas Securities
New York
$10.4M +$8.32M +53,260 +363%
ST
64
Spinnaker Trust
Maine
$10.1M
Swiss National Bank
65
Swiss National Bank
Switzerland
$9.86M +$31.3K +200 +0.3%
RIP
66
Rhino Investment Partners
Pennsylvania
$9.37M +$3M +19,200 +46%
LN
67
Lightrock Netherlands
Netherlands
$9.18M -$391K -2,500 -4%
AI
68
Atom Investors
Texas
$8.72M +$8.9M +56,949 New
TSW
69
Thompson Siegel & Walmsley
Virginia
$8.43M -$2.07M -13,215 -19%
Mariner
70
Mariner
Kansas
$8.36M +$4.64M +29,679 +119%
First Trust Advisors
71
First Trust Advisors
Illinois
$8.02M +$1.96M +12,542 +31%
Cerity Partners
72
Cerity Partners
New York
$7.86M +$2.13M +13,610 +36%
GCM
73
Gator Capital Management
Florida
$7.54M -$2.7M -17,251 -26%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$6.97M -$187K -1,199 -3%
Wells Fargo
75
Wells Fargo
California
$6.78M +$853K +5,455 +14%