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WEX
WEX

Overview Fund Activity

377 hedge funds and large institutions have $5.6B invested in WEX in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 116 increasing their positions, 154 reducing their positions, and 91 closing their positions.

Holders
377
Holders Change
-42
Holders Change %
-10.02%
% of All Funds
5.06%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
56
Increased
116
Reduced
154
Closed
91
Calls
$1.22M
Puts
$1.04M
Net Calls
+$176K
Net Calls Change
+$132M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$187M
2
HRCM
2
Hawk Ridge Capital Management
California
$59.2M
3
Norges Bank
3
Norges Bank
Norway
$42.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$394M
5
LCM
5
Lakewood Capital Management
New York
$26.1M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$845K
3
Millennium Management
3
Millennium Management
New York
$10M
4
Barclays
4
Barclays
United Kingdom
$42.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$18.3M
Name Market Value Shares Shares
Change 		Shares
Change %
DFCM
126
Dark Forest Capital Management
Puerto Rico
$1.83M 12,488 +12,488 New
Qube Research & Technologies (QRT)
127
Qube Research & Technologies (QRT)
United Kingdom
$1.79M 12,177 -81,296 -87%
Lazard Asset Management
128
Lazard Asset Management
New York
$1.77M 12,043 +8,499 +240%
Citigroup
129
Citigroup
New York
$1.74M 11,822 -113 -0.9%
YCM
130
Yousif Capital Management
Michigan
$1.69M 11,533 -2,082 -15%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$1.65M 11,236 +2,113 +23%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.61M 10,991 -1,609 -13%
BAM
133
Bullseye Asset Management
Colorado
$1.58M 10,742 – –
ERIC
134
Eagle Rock Investment Company
Georgia
$1.5M 10,205 – –
Ensign Peak Advisors
135
Ensign Peak Advisors
Utah
$1.48M 10,047 -3,550 -26%
SI
136
Stephens Inc
Arkansas
$1.47M 10,022 -1,092 -10%
BFC
137
Banc Funds Company
Illinois
$1.46M 9,955 – –
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$1.42M 9,656 -1,130 -10%
Walleye Capital
139
Walleye Capital
New York
$1.41M 9,630 +9,630 New
LSERS
140
Louisiana State Employees Retirement System
Louisiana
$1.41M 9,600 -200 -2%
JIC
141
Johnson Investment Counsel
Ohio
$1.4M 9,545 -3,916 -29%
ASRS
142
Arizona State Retirement System
Arizona
$1.39M 9,494 -1,918 -17%
EC
143
EJF Capital
Virginia
$1.37M 9,300 – –
RCM
144
Radnor Capital Management
Pennsylvania
$1.3M 8,840 +3,265 +59%
COPPSERS
145
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.29M 8,799 +453 +5%
EP
146
Edgestream Partners
New Jersey
$1.26M 8,568 +8,568 New
IC
147
IEQ Capital
California
$1.25M 8,481 +5,267 +164%
GIA
148
GHP Investment Advisors
Colorado
$1.24M 8,411 -1,174 -12%
SOMRS
149
State of Michigan Retirement System
Michigan
$1.22M 8,275 -100 -1%
FG
150
Formula Growth
Quebec, Canada
$1.2M 8,200 – –
4 5
6
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