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429 hedge funds and large institutions have $5.92B invested in WEX in 2026 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 174 increasing their positions, 120 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 120

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 59

3% more capital invested

Capital invested by funds: $5.73B → $5.92B (+$187M)

0.48% more ownership

Funds ownership: 112.22%112.7% (+0.48%)

0% more funds holding

Funds holding: 427429 (+2)

94% less call options, than puts

Call options by funds: $4.62M | Put options by funds: $72.1M

Holders
429
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
5.28%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
69
Increased
174
Reduced
120
Closed
59
Calls
$4.62M
Puts
$72.1M
Net Calls
-$67.5M
Net Calls Change
-$69.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
101
Bessemer Group
New Jersey
$3.65M -$9.22K -59 -0.2%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$3.62M +$891K +5,701 +29%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$3.45M +$1.62M +10,345 +85%
IMRF
104
Illinois Municipal Retirement Fund
Illinois
$3.26M +$379K +2,426 +13%
LPL Financial
105
LPL Financial
California
$3.18M -$624K -3,991 -16%
Creative Planning
106
Creative Planning
Kansas
$3.16M +$1.43M +9,138 +80%
IECM
107
Intrinsic Edge Capital Management
Illinois
$3.06M +$3.13M +20,000 New
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$3.06M -$131K -840 -4%
Canada Life
109
Canada Life
Manitoba, Canada
$3M +$77.2K +494 +3%
Ohio Public Employees Retirement System (OPERS)
110
Ohio Public Employees Retirement System (OPERS)
Ohio
$3M +$448K +2,865 +17%
Lazard Asset Management
111
Lazard Asset Management
New York
$2.92M +$931K +5,959 +45%
Connor, Clark & Lunn Investment Management (CC&L)
112
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.91M -$74.7K -478 -2%
FP
113
Factorial Partners
New York
$2.91M +$78.2K +500 +3%
William Blair & Company
114
William Blair & Company
Illinois
$2.88M -$416K -2,660 -12%
Russell Investments Group
115
Russell Investments Group
United Kingdom
$2.88M -$814K -5,209 -22%
VGA
116
Vanguard Global Advisers
Pennsylvania
$2.75M +$2.81M +17,971 New
MC
117
Martin & Co
Tennessee
$2.63M +$25.8K +165 +1%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$2.62M +$1.12M +7,149 +72%
MIM
119
MetLife Investment Management
New Jersey
$2.6M +$16.3K +104 +0.6%
Millennium Management
120
Millennium Management
New York
$2.55M -$8.17M -52,279 -76%
Citigroup
121
Citigroup
New York
$2.54M -$3.71M -23,763 -59%
Amundi
122
Amundi
France
$2.47M +$239K +1,526 +10%
OAM
123
Oppenheimer Asset Management
New York
$2.42M +$35.2K +225 +1%
IGM
124
Incline Global Management
New York
$2.4M -$11.8M -75,721 -83%
HC
125
Henshaw Capital
Massachusetts
$2.39M