381 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, 115 increasing their positions, 159 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

9% less funds holding

Funds holding: 419381 (-38)

28% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 159

38% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 91

Holders
381
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.83M
Puts
$1.72M
Net Calls
Net Calls Change

Top Buyers

1 +$187M
2 +$53.4M
3 +$35.9M
4
LCM
Lakewood Capital Management
New York
+$26.1M
5
JPM
JANA Partners Management
New York
+$24.1M

Top Sellers

1 -$96.5M
2 -$92.5M
3 -$50.6M
4
Barclays
Barclays
United Kingdom
-$49.9M
5
Goldman Sachs
Goldman Sachs
New York
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RIP
76
Rhino Investment Partners
Pennsylvania
$5.94M
AG
77
Algert Global
California
$5.9M
WJWM
78
Williams Jones Wealth Management
New York
$5.75M
GC
79
Gillson Capital
Illinois
$5.35M
NSCM
80
New South Capital Management
Tennessee
$5.33M
VCA
81
Verdence Capital Advisors
Maryland
$5.21M
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
HCA
84
Harbor Capital Advisors
Illinois
$4.99M
LN
85
Lightrock Netherlands
Netherlands
$4.58M
First Trust Advisors
86
First Trust Advisors
Illinois
$4.55M
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$4.54M
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$4.45M
OCBCO
89
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.45M
LPL Financial
90
LPL Financial
California
$4.41M
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.24M
HPC
92
HM Payson & Co
Maine
$4.09M
LRIC
93
Long Road Investment Counsel
Michigan
$4.07M
Canada Life
94
Canada Life
Manitoba, Canada
$4.04M
Capital World Investors
95
Capital World Investors
California
$3.97M
DIA
96
Dana Investment Advisors
Wisconsin
$3.65M
William Blair & Company
97
William Blair & Company
Illinois
$3.59M
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$3.56M
Russell Investments Group
99
Russell Investments Group
United Kingdom
$3.48M
QT
100
Quantbot Technologies
New York
$3.37M