419 hedge funds and large institutions have $6.12B invested in WEX in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 118 increasing their positions, 170 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $7.06B → $6.12B (-$938M)

31% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 170

61% less call options, than puts

Call options by funds: $83M | Put options by funds: $215M

Holders
419
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
$83M
Puts
$215M
Net Calls
Net Calls Change

Top Buyers

1 +$98.6M
2 +$96.5M
3 +$93.7M
4
Millennium Management
Millennium Management
New York
+$56.2M
5
IC
Impactive Capital
New York
+$46M

Top Sellers

1 -$154M
2 -$102M
3 -$84.4M
4
BlackRock
BlackRock
New York
-$54.9M
5
PFM
Premier Fund Managers
United Kingdom
-$51.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SFI
101
Susquehanna Fundamental Investments
Pennsylvania
$4.48M
LRIC
102
Long Road Investment Counsel
Michigan
$4.36M
QCM
103
Quantinno Capital Management
New York
$4.33M
EGM
104
Engineers Gate Manager
New York
$4.25M
LPL Financial
105
LPL Financial
California
$4.24M
DIA
106
Dana Investment Advisors
Wisconsin
$3.96M
Toronto Dominion Bank
107
Toronto Dominion Bank
Ontario, Canada
$3.93M
FP
108
Factorial Partners
New York
$3.86M
ET
109
Entropy Technologies
New York
$3.69M
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$3.48M
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$3.45M
FGP
112
Foyston, Gordon, & Payne
Ontario, Canada
$3.33M
Comerica Bank
113
Comerica Bank
Texas
$3.32M
RC
114
Roubaix Capital
Colorado
$3.13M
MIM
115
MetLife Investment Management
New Jersey
$3.08M
TPSF
116
Texas Permanent School Fund
Texas
$3.06M
Russell Investments Group
117
Russell Investments Group
United Kingdom
$3.03M
Nomura Holdings
118
Nomura Holdings
Japan
$2.99M
ACM
119
Aster Capital Management
United Arab Emirates
$2.93M
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$2.88M
Treasurer of the State of North Carolina
121
Treasurer of the State of North Carolina
North Carolina
$2.85M
MOACM
122
Mutual of America Capital Management
New York
$2.82M
State of Tennessee, Department of Treasury
123
State of Tennessee, Department of Treasury
Tennessee
$2.64M
MC
124
Martin & Co
Tennessee
$2.62M
AB
125
Amalgamated Bank
New York
$2.6M