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WEX
WEX

429 hedge funds and large institutions have $7.06B invested in WEX in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 120 increasing their positions, 173 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,211% more call options, than puts

Call options by funds: $91.4M | Put options by funds: $2.12M

10% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 58

0% less funds holding

Funds holding: 431 → 429 (-2)

2.31% less ownership

Funds ownership: 103.5% → 101.19% (-2.3%)

20% less capital invested

Capital invested by funds: $8.82B → $7.06B (-$1.76B)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

31% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 173

Holders
429
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
5.65%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
64
Increased
120
Reduced
173
Closed
58
Calls
$91.4M
Puts
$2.12M
Net Calls
+$89.3M
Net Calls Change
-$16.7M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$197M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$35.7M
3
UBS Group
UBS Group
Switzerland
+$32.6M
4
AI
Ariel Investments
Illinois
+$31.7M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$27.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$333M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$71.3M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$61.5M
4
TCM
TimesSquare Capital Management
New York
-$58M
5
Brown Advisory
Brown Advisory
Maryland
-$44.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
101
Algert Global
California
$4.38M +$3.12M +16,622 +198%
BGIM
102
Brandywine Global Investment Management
Pennsylvania
$4.29M +$4.58M +24,442 New
MIM
103
MetLife Investment Management
New Jersey
$3.96M +$221K +1,181 +6%
MOACM
104
Mutual of America Capital Management
New York
$3.68M -$223K -1,190 -5%
BST
105
Bath Savings Trust
Maine
$3.67M -$676K -3,605 -15%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$3.63M +$1.55M +8,251 +66%
VCA
107
Verdence Capital Advisors
Maryland
$3.6M +$62.6K +334 +2%
Deutsche Bank
108
Deutsche Bank
Germany
$3.56M +$1.25M +6,677 +49%
FGP
109
Foyston, Gordon, & Payne
Ontario, Canada
$3.45M +$25.7K +137 +0.7%
Arrowstreet Capital
110
Arrowstreet Capital
Massachusetts
$3.45M +$3.69M +19,654 New
TRSOTSOK
111
Teachers Retirement System of the State of Kentucky
Kentucky
$3.4M -$501K -2,674 -12%
AB
112
Amalgamated Bank
New York
$3.32M -$140K -747 -4%
MF
113
Magnetar Financial
Illinois
$3.31M +$3.55M +18,906 New
HCA
114
Harbor Capital Advisors
Illinois
$3.25M -$1.19M -6,361 -26%
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$3.21M – – –
BMSSC
116
B. Metzler seel. Sohn & Co
Germany
$3.12M – – –
Treasurer of the State of North Carolina
117
Treasurer of the State of North Carolina
North Carolina
$3.06M -$86.3K -460 -3%
PI
118
PineBridge Investments
New York
$3M +$959K +5,112 +43%
State of Tennessee, Department of Treasury
119
State of Tennessee, Department of Treasury
Tennessee
$2.95M -$88.9K -474 -3%
MC
120
Martin & Co
Tennessee
$2.86M -$124K -663 -4%
ORI
121
Oak Ridge Investments
Illinois
$2.74M -$100K -535 -3%
Comerica Bank
122
Comerica Bank
Texas
$2.68M -$2.23M -11,917 -44%
Amundi
123
Amundi
France
$2.66M +$2.37M +12,637 +493%
ZB
124
Zions Bancorporation
Utah
$2.63M +$499K +2,662 +22%
Macquarie Group
125
Macquarie Group
Australia
$2.63M -$36.2K -193 -1%
3 4
5
6 7

WEX Hedge Fund Activity: Q4 2024 in Review

429 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q4 2024, worth a combined $7.06B — down 20% from $8.82B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new WEX positions and 58 closed out — a net gain of 6 holders — while 120 added to existing stakes and 173 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $197M. The largest seller was Wellington Management Group, cutting an estimated $333M.

  • 429 institutional investors held WEX (WEX) as of Q4 2024, down from 431 in Q3 2024.
  • Funds reported $7.06B of WEX stock for Q4 2024, down 20% quarter-over-quarter.
  • 64 funds opened new WEX positions in Q4 2024 and 58 closed out, a net change of +6 holders.
  • The largest WEX buyer in Q4 2024 was JP Morgan Chase, an estimated $197M added.
  • The largest WEX seller in Q4 2024 was Wellington Management Group, an estimated $333M sold.

Based on aggregated 13F filings for Q4 2024.