426 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 38 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: 110.18%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
426
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
OAM
126
Oppenheimer Asset Management
New York
$2.32M
CEI
127
Clark Estates Inc
New York
$2.25M
Verition Fund Management
128
Verition Fund Management
Connecticut
$2.22M
SG Americas Securities
129
SG Americas Securities
New York
$2.19M
Amundi
130
Amundi
France
$2.18M
PFSRSONJ
131
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.17M
Deutsche Bank
132
Deutsche Bank
Germany
$2.13M
MOACM
133
Mutual of America Capital Management
New York
$2.13M
Treasurer of the State of North Carolina
134
Treasurer of the State of North Carolina
North Carolina
$2.12M
State of Tennessee, Department of Treasury
135
State of Tennessee, Department of Treasury
Tennessee
$2.12M
Arrowstreet Capital
136
Arrowstreet Capital
Massachusetts
$2.11M
FAM
137
Fulcrum Asset Management
United Kingdom
$2.07M
Lazard Asset Management
138
Lazard Asset Management
New York
$1.95M
PCM
139
Palisade Capital Management
New Jersey
$1.92M
IIM
140
INTECH Investment Management
Florida
$1.91M
ZBNA
141
Zions Bancorporation, National Association
Utah
$1.85M
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
$1.82M
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$1.82M
AIP
144
Ameritas Investment Partners
Nebraska
$1.79M
HCA
145
Harbor Capital Advisors
Illinois
$1.76M
Universal-Beteiligungs- und Servicegesellschaft
146
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.72M
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$1.72M
Creative Planning
148
Creative Planning
Kansas
$1.71M
TRSOTSOK
149
Teachers Retirement System of the State of Kentucky
Kentucky
$1.64M
YCM
150
Yousif Capital Management
Michigan
$1.61M