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429 hedge funds and large institutions have $7.06B invested in WEX in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 120 increasing their positions, 173 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,211% more call options, than puts

Call options by funds: $91.4M | Put options by funds: $2.12M

10% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 58

0% less funds holding

Funds holding: 431429 (-2)

2.31% less ownership

Funds ownership: 103.5%101.19% (-2.3%)

20% less capital invested

Capital invested by funds: $8.82B → $7.06B (-$1.76B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

31% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 173

Holders
429
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
5.65%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
64
Increased
120
Reduced
173
Closed
58
Calls
$91.4M
Puts
$2.12M
Net Calls
+$89.3M
Net Calls Change
-$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
76
AllianceBernstein
Tennessee
$9.37M -$721K -3,845 -7%
Man Group
77
Man Group
United Kingdom
$8.96M +$9.58M +51,104 New
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$8.7M -$131K -700 -1%
PCM
79
Peregrine Capital Management
Minnesota
$8.47M +$162K +862 +2%
Wells Fargo
80
Wells Fargo
California
$8.2M -$5.03M -26,839 -36%
IGM
81
Incline Global Management
New York
$7.95M -$993K -5,295 -10%
CF
82
Corebridge Financial
Texas
$7.9M -$669K -3,569 -7%
Holocene Advisors
83
Holocene Advisors
New York
$7.6M +$461K +2,459 +6%
SFI
84
Susquehanna Fundamental Investments
Pennsylvania
$7.28M +$7.78M +41,514 New
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$6.72M -$234K -1,248 -3%
Jane Street
86
Jane Street
New York
$6.57M +$6.71M +35,780 +2,144%
NSCM
87
New South Capital Management
Tennessee
$6.26M -$3.7M -19,758 -36%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.21M -$497K -2,652 -7%
Swedbank
89
Swedbank
Sweden
$6.19M
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$6.13M -$20.6K -110 -0.3%
Canada Life
91
Canada Life
Manitoba, Canada
$6.09M
Barclays
92
Barclays
United Kingdom
$5.97M +$2.35M +12,526 +58%
WCM
93
Wisconsin Capital Management
Wisconsin
$5.84M -$66.6K -355 -1%
OCBCO
94
Oversea-Chinese Banking Corp (OCBC)
Singapore
$5.34M -$810K -4,322 -12%
RC
95
Roubaix Capital
Colorado
$5.33M +$5.7M +30,376 New
LPL Financial
96
LPL Financial
California
$5.28M +$645K +3,439 +13%
ACM
97
Aquatic Capital Management
Illinois
$4.78M +$5.11M +27,242 New
LRIC
98
Long Road Investment Counsel
Michigan
$4.64M -$43.1K -230 -0.9%
DIA
99
Dana Investment Advisors
Wisconsin
$4.54M -$278K -1,480 -5%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$4.53M -$268K -1,430 -5%

WEX Hedge Fund Activity: Q4 2024 in Review

429 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q4 2024, worth a combined $7.06B — down 20% from $8.82B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new WEX positions and 58 closed out — a net gain of 6 holders — while 120 added to existing stakes and 173 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $197M. The largest seller was Wellington Management Group, cutting an estimated $333M.

  • 429 institutional investors held WEX (WEX) as of Q4 2024, down from 431 in Q3 2024.
  • Funds reported $7.06B of WEX stock for Q4 2024, down 20% quarter-over-quarter.
  • 64 funds opened new WEX positions in Q4 2024 and 58 closed out, a net change of +6 holders.
  • The largest WEX buyer in Q4 2024 was JP Morgan Chase, an estimated $197M added.
  • The largest WEX seller in Q4 2024 was Wellington Management Group, an estimated $333M sold.

Based on aggregated 13F filings for Q4 2024.