383 hedge funds and large institutions have $5.94B invested in WEX in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 118 increasing their positions, 143 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.96% less ownership

Funds ownership: 111.05%110.09% (-0.96%)

17% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 143

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
383
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.58M
Puts
$2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
126
Lazard Asset Management
New York
$2.08M
IMRF
127
Illinois Municipal Retirement Fund
Illinois
$2.02M
CSC
128
Cove Street Capital
California
$2.02M
AIP
129
Ameritas Investment Partners
Nebraska
$1.99M
State of New Jersey Common Pension Fund D
130
State of New Jersey Common Pension Fund D
New Jersey
$1.98M
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$1.93M
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$1.88M
TRSOTSOK
133
Teachers Retirement System of the State of Kentucky
Kentucky
$1.86M
LIP
134
Lighthouse Investment Partners
Florida
$1.85M
Amundi
135
Amundi
France
$1.82M
Ohio Public Employees Retirement System (OPERS)
136
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.75M
Universal-Beteiligungs- und Servicegesellschaft
137
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.7M
YCM
138
Yousif Capital Management
Michigan
$1.7M
BAM
139
Bullseye Asset Management
Colorado
$1.69M
ERIC
140
Eagle Rock Investment Company
Georgia
$1.61M
BGIM
141
Brandywine Global Investment Management
Pennsylvania
$1.6M
ASRS
142
Arizona State Retirement System
Arizona
$1.52M
JIC
143
Johnson Investment Counsel
Ohio
$1.51M
LSERS
144
Louisiana State Employees Retirement System
Louisiana
$1.5M
HCA
145
Harbor Capital Advisors
Illinois
$1.48M
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$1.47M
RCM
147
Radnor Capital Management
Pennsylvania
$1.47M
EC
148
EJF Capital
Virginia
$1.47M
LAM
149
Lifestyle Asset Management
Texas
$1.45M
COPPSERS
150
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.39M