383 hedge funds and large institutions have $5.94B invested in WEX in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 118 increasing their positions, 143 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.96% less ownership

Funds ownership: 111.05%110.09% (-0.96%)

17% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 143

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
383
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.58M
Puts
$2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
151
Corient Private Wealth
Florida
$1.34M
GIA
152
GHP Investment Advisors
Colorado
$1.32M
VRS
153
Virginia Retirement Systems
Virginia
$1.29M
FG
154
Formula Growth
Quebec, Canada
$1.29M
SOMRS
155
State of Michigan Retirement System
Michigan
$1.29M
LCM
156
Logan Capital Management
Pennsylvania
$1.28M
Handelsbanken Fonder
157
Handelsbanken Fonder
Sweden
$1.25M
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$1.24M
NMIMC
159
Northwestern Mutual Investment Management Company
Wisconsin
$1.2M
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$1.16M
OPERF
161
Oregon Public Employees Retirement Fund
Oregon
$1.09M
KK
162
KLP Kapitalforvaltning
Norway
$1.07M
SC
163
Sepio Capital
Utah
$1.07M
FC
164
Farringdon Capital
United Kingdom
$1.06M
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$1.05M
AIC
166
Aurora Investment Counsel
Georgia
$1.03M
Teacher Retirement System of Texas
167
Teacher Retirement System of Texas
Texas
$973K
Daiwa Securities Group
168
Daiwa Securities Group
Japan
$930K
Ensign Peak Advisors
169
Ensign Peak Advisors
Utah
$913K
AI
170
Atria Investments
North Carolina
$912K
Cetera Investment Advisers
171
Cetera Investment Advisers
Illinois
$908K
HighTower Advisors
172
HighTower Advisors
Illinois
$888K
BST
173
Bath Savings Trust
Maine
$854K
IFU
174
iSAM Funds (UK)
United Kingdom
$853K
Cerity Partners
175
Cerity Partners
New York
$841K