423 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 128 increasing their positions, 148 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2.04% more ownership

Funds ownership: 110.13%112.17% (+2%)

4% less capital invested

Capital invested by funds: $5.94B → $5.73B (-$215M)

14% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 148

Holders
423
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
$4.95M
Puts
$2.61M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CEI
126
Clark Estates Inc
New York
$2.25M
Verition Fund Management
127
Verition Fund Management
Connecticut
$2.22M
SG Americas Securities
128
SG Americas Securities
New York
$2.19M
Amundi
129
Amundi
France
$2.18M
PFSRSONJ
130
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.17M
Deutsche Bank
131
Deutsche Bank
Germany
$2.13M
MOACM
132
Mutual of America Capital Management
New York
$2.13M
Treasurer of the State of North Carolina
133
Treasurer of the State of North Carolina
North Carolina
$2.12M
State of Tennessee, Department of Treasury
134
State of Tennessee, Department of Treasury
Tennessee
$2.12M
Arrowstreet Capital
135
Arrowstreet Capital
Massachusetts
$2.11M
FAM
136
Fulcrum Asset Management
United Kingdom
$2.07M
Lazard Asset Management
137
Lazard Asset Management
New York
$1.95M
PCM
138
Palisade Capital Management
New Jersey
$1.92M
IIM
139
INTECH Investment Management
Florida
$1.91M
ZBNA
140
Zions Bancorporation, National Association
Utah
$1.85M
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$1.82M
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$1.82M
AIP
143
Ameritas Investment Partners
Nebraska
$1.79M
HCA
144
Harbor Capital Advisors
Illinois
$1.76M
Universal-Beteiligungs- und Servicegesellschaft
145
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.72M
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$1.72M
Creative Planning
147
Creative Planning
Kansas
$1.71M
TRSOTSOK
148
Teachers Retirement System of the State of Kentucky
Kentucky
$1.64M
YCM
149
Yousif Capital Management
Michigan
$1.61M
BAM
150
Bullseye Asset Management
Colorado
$1.6M