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427 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

90% more call options, than puts

Call options by funds: $4.95M | Put options by funds: $2.61M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 391427 (+36)

2.04% more ownership

Funds ownership: 110.18%112.22% (+2%)

4% less capital invested

Capital invested by funds: $5.95B → $5.73B (-$215M)

13% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 149

Holders
427
Holders Change
+36
Holders Change %
+9.21%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
79
Increased
129
Reduced
149
Closed
38
Calls
$4.95M
Puts
$2.61M
Net Calls
+$2.34M
Net Calls Change
+$764K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
101
Barclays
United Kingdom
$3.59M -$6.45M -42,815 -64%
Russell Investments Group
102
Russell Investments Group
United Kingdom
$3.58M +$319K +2,119 +10%
Bessemer Group
103
Bessemer Group
New Jersey
$3.56M +$3.1M +20,564 +614%
Holocene Advisors
104
Holocene Advisors
New York
$3.4M -$437K -2,900 -11%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$3.35M -$119K -790 -3%
DDPIC
106
Deroy & Devereaux Private Investment Counsel
Michigan
$3.27M -$109K -725 -3%
FGP
107
Foyston, Gordon, & Payne
Ontario, Canada
$3.22M -$31.8K -211 -1%
William Blair & Company
108
William Blair & Company
Illinois
$3.2M -$199K -1,322 -6%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$3.1M -$27.8M -184,325 -90%
VRS
110
Virginia Retirement Systems
Virginia
$2.98M +$1.78M +11,800 +144%
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$2.97M +$2.2M +14,607 +293%
Connor, Clark & Lunn Investment Management (CC&L)
112
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.9M +$2.94M +19,487 New
Canada Life
113
Canada Life
Manitoba, Canada
$2.85M -$1.26M -8,378 -30%
IMRF
114
Illinois Municipal Retirement Fund
Illinois
$2.82M +$912K +6,051 +47%
Corient Private Wealth
115
Corient Private Wealth
Florida
$2.77M +$5.58M +37,051 +437%
FP
116
Factorial Partners
New York
$2.76M -$60.3K -400 -2%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$2.59M +$2.07M +13,755 +378%
MC
118
Martin & Co
Tennessee
$2.53M +$55.5K +368 +2%
MIM
119
MetLife Investment Management
New Jersey
$2.52M -$129K -854 -5%
Man Group
120
Man Group
United Kingdom
$2.49M +$2.52M +16,719 New
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.49M +$847K +5,619 +51%
HF
122
HRT Financial
New York
$2.39M +$2.42M +16,052 New
State of New Jersey Common Pension Fund D
123
State of New Jersey Common Pension Fund D
New Jersey
$2.35M +$490K +3,252 +26%
AB
124
Amalgamated Bank
New York
$2.33M -$10.7K -71 -0.5%
HC
125
Henshaw Capital
Massachusetts
$2.33M -$154K -1,022 -6%