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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
OAM
126
Oppenheimer Asset Management
New York
$2.32M -$195K -1,292 -8%
CEI
127
Clark Estates Inc
New York
$2.25M +$271K +1,800 +14%
Verition Fund Management
128
Verition Fund Management
Connecticut
$2.22M +$2.24M +14,878 New
SG Americas Securities
129
SG Americas Securities
New York
$2.19M +$2.11M +14,005 +2,116%
Amundi
130
Amundi
France
$2.18M +$474K +3,143 +27%
PFSRSONJ
131
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.17M -$37.5K -249 -2%
Deutsche Bank
132
Deutsche Bank
Germany
$2.13M +$28.5K +189 +1%
MOACM
133
Mutual of America Capital Management
New York
$2.13M -$234K -1,554 -10%
Treasurer of the State of North Carolina
134
Treasurer of the State of North Carolina
North Carolina
$2.12M -$157K -1,041 -7%
State of Tennessee, Department of Treasury
135
State of Tennessee, Department of Treasury
Tennessee
$2.12M -$88.6K -588 -4%
Arrowstreet Capital
136
Arrowstreet Capital
Massachusetts
$2.11M +$2.14M +14,184 New
FAM
137
Fulcrum Asset Management
United Kingdom
$2.07M -$61K -405 -3%
Lazard Asset Management
138
Lazard Asset Management
New York
$1.95M -$19.9K -132 -1%
PCM
139
Palisade Capital Management
New Jersey
$1.92M -$325K -2,154 -14%
IIM
140
INTECH Investment Management
Florida
$1.91M -$190K -1,258 -9%
ZBNA
141
Zions Bancorporation, National Association
Utah
$1.85M -$197K -1,307 -10%
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
$1.82M
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$1.82M +$1.47M +9,768 +399%
AIP
144
Ameritas Investment Partners
Nebraska
$1.79M -$100K -664 -5%
HCA
145
Harbor Capital Advisors
Illinois
$1.76M +$369K +2,447 +26%
Universal-Beteiligungs- und Servicegesellschaft
146
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.72M +$116K +769 +7%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$1.72M -$55.3K -367 -3%
Creative Planning
148
Creative Planning
Kansas
$1.71M +$1.32M +8,750 +320%
TRSOTSOK
149
Teachers Retirement System of the State of Kentucky
Kentucky
$1.64M -$118K -781 -7%
YCM
150
Yousif Capital Management
Michigan
$1.61M -$30.7K -204 -2%