422 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 127 increasing their positions, 148 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions 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 funds holding

Funds holding:

2% more ownership

Funds ownership: 110.13%112.14% (+2%)

4% less capital invested

Capital invested by funds: $5.95B → $5.73B (-$217M)

14% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 148

Holders
422
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.95M
Puts
$2.61M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
101
Barclays
United Kingdom
$3.59M
Russell Investments Group
102
Russell Investments Group
United Kingdom
$3.58M
Bessemer Group
103
Bessemer Group
New Jersey
$3.56M
Holocene Advisors
104
Holocene Advisors
New York
$3.4M
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$3.35M
DDPIC
106
Deroy & Devereaux Private Investment Counsel
Michigan
$3.27M
FGP
107
Foyston, Gordon, & Payne
Ontario, Canada
$3.22M
William Blair & Company
108
William Blair & Company
Illinois
$3.2M
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$3.1M
VRS
110
Virginia Retirement Systems
Virginia
$2.98M
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$2.97M
Connor, Clark & Lunn Investment Management (CC&L)
112
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.9M
Canada Life
113
Canada Life
Manitoba, Canada
$2.85M
IMRF
114
Illinois Municipal Retirement Fund
Illinois
$2.82M
FP
115
Factorial Partners
New York
$2.76M
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$2.59M
MC
117
Martin & Co
Tennessee
$2.53M
MIM
118
MetLife Investment Management
New Jersey
$2.52M
Man Group
119
Man Group
United Kingdom
$2.49M
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.49M
HF
121
HRT Financial
New York
$2.39M
State of New Jersey Common Pension Fund D
122
State of New Jersey Common Pension Fund D
New Jersey
$2.35M
AB
123
Amalgamated Bank
New York
$2.33M
OAM
124
Oppenheimer Asset Management
New York
$2.32M
CEI
125
Clark Estates Inc
New York
$2.25M