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
Holders
419
Holders Change
-7
Holders Change %
-1.64%
% of All Funds
5.69%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
70
Increased
118
Reduced
170
Closed
69
Calls
$83M
Puts
$215M
Net Calls
-$132M
Net Calls Change
-$221M
Name Holding Trade Value Shares
Change
Shares
Change %
SFI
101
Susquehanna Fundamental Investments
Pennsylvania
$4.48M -$2.04M -13,009 -31%
LRIC
102
Long Road Investment Counsel
Michigan
$4.36M +$206K +1,315 +5%
QCM
103
Quantinno Capital Management
New York
$4.33M +$2.3M +14,646 +113%
EGM
104
Engineers Gate Manager
New York
$4.25M +$3.26M +20,733 +327%
LPL Financial
105
LPL Financial
California
$4.24M +$174K +1,259 +4%
DIA
106
Dana Investment Advisors
Wisconsin
$3.96M -$102K -647 -2%
Toronto Dominion Bank
107
Toronto Dominion Bank
Ontario, Canada
$3.93M +$3.93M +25,000 New
FP
108
Factorial Partners
New York
$3.86M +$2.07M +13,200 +116%
ET
109
Entropy Technologies
New York
$3.69M +$3.14M +19,994 +571%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$3.48M +$234K +1,492 +7%
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$3.45M -$607K -3,865 -15%
FGP
112
Foyston, Gordon, & Payne
Ontario, Canada
$3.33M +$247K +1,571 +8%
Comerica Bank
113
Comerica Bank
Texas
$3.32M +$914K +5,822 +38%
RC
114
Roubaix Capital
Colorado
$3.13M -$1.64M -10,474 -34%
MIM
115
MetLife Investment Management
New Jersey
$3.08M -$464K -2,954 -13%
TPSF
116
Texas Permanent School Fund
Texas
$3.06M +$3.06M +23,493 New
Russell Investments Group
117
Russell Investments Group
United Kingdom
$3.03M +$1.99M +12,661 +191%
Nomura Holdings
118
Nomura Holdings
Japan
$2.99M +$2.16M +13,737 +260%
ACM
119
Aster Capital Management
United Arab Emirates
$2.93M +$2.87M +18,252 +4,325%
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 +$112K +710 +4%
MOACM
122
Mutual of America Capital Management
New York
$2.82M -$485K -3,087 -15%
State of Tennessee, Department of Treasury
123
State of Tennessee, Department of Treasury
Tennessee
$2.64M
MC
124
Martin & Co
Tennessee
$2.62M +$60.5K +385 +2%
AB
125
Amalgamated Bank
New York
$2.6M -$372K -2,372 -13%