381 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, 115 increasing their positions, 159 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
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 ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

9% less funds holding

Funds holding: 419381 (-38)

28% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 159

38% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 91

Holders
381
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.83M
Puts
$1.72M
Net Calls
Net Calls Change

Top Buyers

1 +$187M
2 +$53.4M
3 +$35.9M
4
LCM
Lakewood Capital Management
New York
+$26.1M
5
JPM
JANA Partners Management
New York
+$24.1M

Top Sellers

1 -$96.5M
2 -$92.5M
3 -$50.6M
4
Barclays
Barclays
United Kingdom
-$49.9M
5
Goldman Sachs
Goldman Sachs
New York
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
126
Cove Street Capital
California
$1.89M
Amundi
127
Amundi
France
$1.88M
DFCM
128
Dark Forest Capital Management
Puerto Rico
$1.83M
Qube Research & Technologies (QRT)
129
Qube Research & Technologies (QRT)
United Kingdom
$1.79M
Lazard Asset Management
130
Lazard Asset Management
New York
$1.77M
Citigroup
131
Citigroup
New York
$1.74M
YCM
132
Yousif Capital Management
Michigan
$1.69M
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$1.65M
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.61M
BAM
135
Bullseye Asset Management
Colorado
$1.58M
ERIC
136
Eagle Rock Investment Company
Georgia
$1.5M
Ensign Peak Advisors
137
Ensign Peak Advisors
Utah
$1.48M
SI
138
Stephens Inc
Arkansas
$1.47M
BFC
139
Banc Funds Company
Illinois
$1.46M
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$1.42M
Walleye Capital
141
Walleye Capital
New York
$1.41M
LSERS
142
Louisiana State Employees Retirement System
Louisiana
$1.41M
JIC
143
Johnson Investment Counsel
Ohio
$1.4M
ASRS
144
Arizona State Retirement System
Arizona
$1.39M
EC
145
EJF Capital
Virginia
$1.37M
RCM
146
Radnor Capital Management
Pennsylvania
$1.3M
COPPSERS
147
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.29M
EP
148
Edgestream Partners
New Jersey
$1.26M
Corient Private Wealth
149
Corient Private Wealth
Florida
$1.25M
IC
150
IEQ Capital
California
$1.25M