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
Swedbank
76
Swedbank
Sweden
$5.56M
WJWM
77
Williams Jones Wealth Management
New York
$4.97M
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$4.95M
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$4.88M
T. Rowe Price Associates
80
T. Rowe Price Associates
Maryland
$4.83M
OCBCO
81
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.77M
EF
82
Empowered Funds
Pennsylvania
$4.62M
Canada Life
83
Canada Life
Manitoba, Canada
$4.42M
HPC
84
HM Payson & Co
Maine
$4.39M
AG
85
Algert Global
California
$4.36M
LRIC
86
Long Road Investment Counsel
Michigan
$4.36M
LPL Financial
87
LPL Financial
California
$4.36M
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.22M
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$4.16M
Holocene Advisors
90
Holocene Advisors
New York
$4.06M
DIA
91
Dana Investment Advisors
Wisconsin
$3.89M
Citigroup
92
Citigroup
New York
$3.79M
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$3.67M
William Blair & Company
94
William Blair & Company
Illinois
$3.6M
DDPIC
95
Deroy & Devereaux Private Investment Counsel
Michigan
$3.57M
Russell Investments Group
96
Russell Investments Group
United Kingdom
$3.45M
FGP
97
Foyston, Gordon, & Payne
Ontario, Canada
$3.44M
Comerica Bank
98
Comerica Bank
Texas
$3.35M
CP
99
CenterBook Partners
Connecticut
$3.16M
CGH
100
Crossmark Global Holdings
Texas
$3.12M