379 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, 156 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-40
Holders Change %
-9.55%
% of All Funds
5.08%
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
156
Closed
91
Calls
$3.83M
Puts
$1.72M
Net Calls
+$2.12M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Shares
Change %
RIP
76
Rhino Investment Partners
Pennsylvania
$5.94M +$5.94M +40,462 New
AG
77
Algert Global
California
$5.9M +$70.4K +479 +1%
WJWM
78
Williams Jones Wealth Management
New York
$5.75M -$3.27M -22,254 -36%
GC
79
Gillson Capital
Illinois
$5.35M +$5.35M +36,400 New
NSCM
80
New South Capital Management
Tennessee
$5.33M +$114K +775 +2%
VCA
81
Verdence Capital Advisors
Maryland
$5.21M +$676K +4,601 +15%
Swedbank
82
Swedbank
Sweden
$5.19M
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$5.15M +$16.2K +110 +0.3%
HCA
84
Harbor Capital Advisors
Illinois
$4.99M -$89.5K -609 -2%
LN
85
Lightrock Netherlands
Netherlands
$4.58M +$3.08M +24,600 +205%
First Trust Advisors
86
First Trust Advisors
Illinois
$4.55M -$243K -1,652 -5%
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$4.54M -$263K -1,793 -5%
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$4.45M -$1.12M -7,620 -20%
OCBCO
89
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.45M -$25.4K -173 -0.6%
LPL Financial
90
LPL Financial
California
$4.41M -$91.5K -623 -2%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.24M -$1.09M -7,408 -20%
LRIC
92
Long Road Investment Counsel
Michigan
$4.07M -$16.2K -110 -0.4%
Canada Life
93
Canada Life
Manitoba, Canada
$4.04M -$301K -2,046 -7%
Capital World Investors
94
Capital World Investors
California
$3.97M +$3.97M +27,012 New
DIA
95
Dana Investment Advisors
Wisconsin
$3.65M -$59.3K -404 -2%
William Blair & Company
96
William Blair & Company
Illinois
$3.59M -$5.05M -34,366 -58%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$3.56M +$303K +2,063 +9%
Russell Investments Group
98
Russell Investments Group
United Kingdom
$3.48M +$643K +4,376 +23%
QT
99
Quantbot Technologies
New York
$3.37M -$11.9M -80,997 -78%
FGP
100
Foyston, Gordon, & Payne
Ontario, Canada
$3.27M +$151K +1,025 +5%