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WEX
WEX

Overview Fund Activity

377 hedge funds and large institutions have $5.6B invested in WEX in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 116 increasing their positions, 154 reducing their positions, and 91 closing their positions.

Holders
377
Holders Change
-42
Holders Change %
-10.02%
% of All Funds
5.06%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
56
Increased
116
Reduced
154
Closed
91
Calls
$1.22M
Puts
$1.04M
Net Calls
+$176K
Net Calls Change
+$132M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$187M
2
HRCM
2
Hawk Ridge Capital Management
California
$59.2M
3
Norges Bank
3
Norges Bank
Norway
$42.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$394M
5
LCM
5
Lakewood Capital Management
New York
$26.1M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$845K
3
Millennium Management
3
Millennium Management
New York
$10M
4
Barclays
4
Barclays
United Kingdom
$42.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$18.3M
Name Market Value Shares Shares
Change 		Shares
Change %
RIP
76
Rhino Investment Partners
Pennsylvania
$5.94M 40,462 +40,462 New
AG
77
Algert Global
California
$5.9M 40,161 +479 +1%
WJWM
78
Williams Jones Wealth Management
New York
$5.75M 39,171 -22,254 -36%
GC
79
Gillson Capital
Illinois
$5.35M 36,400 +36,400 New
NSCM
80
New South Capital Management
Tennessee
$5.33M 36,286 +775 +2%
VCA
81
Verdence Capital Advisors
Maryland
$5.21M 35,442 +4,601 +15%
Swedbank
82
Swedbank
Sweden
$5.19M 35,300 – –
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$5.15M 35,083 +110 +0.3%
HCA
84
Harbor Capital Advisors
Illinois
$4.99M 33,948 -609 -2%
LN
85
Lightrock Netherlands
Netherlands
$4.58M 36,600 +24,600 +205%
First Trust Advisors
86
First Trust Advisors
Illinois
$4.55M 30,959 -1,652 -5%
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$4.54M 30,895 -1,793 -5%
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$4.45M 30,298 -7,620 -20%
OCBCO
89
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.45M 30,275 -173 -0.6%
LPL Financial
90
LPL Financial
California
$4.41M 30,044 -623 -2%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.24M 28,862 -7,408 -20%
LRIC
92
Long Road Investment Counsel
Michigan
$4.07M 27,674 -110 -0.4%
Canada Life
93
Canada Life
Manitoba, Canada
$4.04M 27,459 -2,046 -7%
Capital World Investors
94
Capital World Investors
California
$3.97M 27,012 +27,012 New
DIA
95
Dana Investment Advisors
Wisconsin
$3.65M 24,842 -404 -2%
William Blair & Company
96
William Blair & Company
Illinois
$3.59M 24,426 -34,366 -58%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$3.56M 24,244 +2,063 +9%
Russell Investments Group
98
Russell Investments Group
United Kingdom
$3.48M 23,660 +4,376 +23%
QT
99
Quantbot Technologies
New York
$3.37M 22,929 -80,997 -78%
FGP
100
Foyston, Gordon, & Payne
Ontario, Canada
$3.27M 22,253 +1,025 +5%
2 3
4
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