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427 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

90% more call options, than puts

Call options by funds: $4.95M | Put options by funds: $2.61M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 391427 (+36)

2.04% more ownership

Funds ownership: 110.18%112.22% (+2%)

4% less capital invested

Capital invested by funds: $5.95B → $5.73B (-$215M)

13% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 149

Holders
427
Holders Change
+36
Holders Change %
+9.21%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
79
Increased
129
Reduced
149
Closed
38
Calls
$4.95M
Puts
$2.61M
Net Calls
+$2.34M
Net Calls Change
+$764K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$6.02M +$2.45M +16,287 +68%
First Trust Advisors
77
First Trust Advisors
Illinois
$5.94M +$3.53M +23,416 +142%
Wells Fargo
78
Wells Fargo
California
$5.79M -$461K -3,061 -7%
AllianceBernstein
79
AllianceBernstein
Tennessee
$5.74M -$1.05M -6,941 -15%
Cerity Partners
80
Cerity Partners
New York
$5.62M +$4.88M +32,414 +607%
CI
81
Cambiar Investors
Colorado
$5.31M -$766K -5,086 -12%
Swedbank
82
Swedbank
Sweden
$5.26M
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$5.18M +$1.26M +8,393 +32%
Comerica Bank
84
Comerica Bank
Texas
$4.73M +$1.58M +10,486 +49%
D.E. Shaw & Co
85
D.E. Shaw & Co
New York
$4.7M -$1.2M -7,970 -20%
T. Rowe Price Associates
86
T. Rowe Price Associates
Maryland
$4.69M +$122K +809 +3%
ECM
87
ExodusPoint Capital Management
New York
$4.67M +$4.72M +31,329 New
OCBCO
88
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.63M +$124K +825 +3%
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$4.61M -$4.52K -30 -0.1%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$4.49M -$188K -1,250 -4%
WJWM
91
Williams Jones Wealth Management
New York
$4.39M -$313K -2,076 -7%
1M
92
13D Management
New York
$4.37M +$4.42M +29,350 New
CGH
93
Crossmark Global Holdings
Texas
$4.35M +$1.42M +9,410 +48%
HPC
94
HM Payson & Co
Maine
$4.27M +$123K +815 +3%
LRIC
95
Long Road Investment Counsel
Michigan
$4.09M -$36.2K -240 -0.9%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.05M +$59.4K +394 +1%
SSA
97
Schonfeld Strategic Advisors
New York
$3.99M +$1.22M +8,117 +43%
Mariner
98
Mariner
Kansas
$3.73M +$3.76M +24,956 New
LPL Financial
99
LPL Financial
California
$3.69M -$439K -2,915 -11%
DIA
100
Dana Investment Advisors
Wisconsin
$3.67M -$3.62K -24 -0.1%