427 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, 172 increasing their positions, 120 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

0.48% more ownership

Funds ownership: 112.22%112.69% (+0.48%)

0% more funds holding

Funds holding: 426427 (+1)

94% less call options, than puts

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

Holders
427
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.62M
Puts
$72.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
101
Bessemer Group
New Jersey
$3.65M
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$3.62M
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$3.45M
IMRF
104
Illinois Municipal Retirement Fund
Illinois
$3.26M
LPL Financial
105
LPL Financial
California
$3.18M
Creative Planning
106
Creative Planning
Kansas
$3.16M
IECM
107
Intrinsic Edge Capital Management
Illinois
$3.06M
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$3.06M
Canada Life
109
Canada Life
Manitoba, Canada
$3M
Ohio Public Employees Retirement System (OPERS)
110
Ohio Public Employees Retirement System (OPERS)
Ohio
$3M
Lazard Asset Management
111
Lazard Asset Management
New York
$2.92M
Connor, Clark & Lunn Investment Management (CC&L)
112
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.91M
FP
113
Factorial Partners
New York
$2.91M
William Blair & Company
114
William Blair & Company
Illinois
$2.88M
Russell Investments Group
115
Russell Investments Group
United Kingdom
$2.88M
VGA
116
Vanguard Global Advisers
Pennsylvania
$2.75M
MC
117
Martin & Co
Tennessee
$2.63M
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$2.62M
MIM
119
MetLife Investment Management
New Jersey
$2.6M
Millennium Management
120
Millennium Management
New York
$2.55M
Citigroup
121
Citigroup
New York
$2.54M
Amundi
122
Amundi
France
$2.47M
OAM
123
Oppenheimer Asset Management
New York
$2.42M
IGM
124
Incline Global Management
New York
$2.4M
HC
125
Henshaw Capital
Massachusetts
$2.39M