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429 hedge funds and large institutions have $7.06B invested in WEX in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 120 increasing their positions, 173 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,211% more call options, than puts

Call options by funds: $91.4M | Put options by funds: $2.12M

10% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 58

0% less funds holding

Funds holding: 431429 (-2)

2.31% less ownership

Funds ownership: 103.5%101.19% (-2.3%)

20% less capital invested

Capital invested by funds: $8.82B → $7.06B (-$1.76B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

31% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 173

Holders
429
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
5.65%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
64
Increased
120
Reduced
173
Closed
58
Calls
$91.4M
Puts
$2.12M
Net Calls
+$89.3M
Net Calls Change
-$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
151
Bullseye Asset Management
Colorado
$1.88M -$24.9K -133 -1%
GIA
152
GHP Investment Advisors
Colorado
$1.82M -$42.2K -225 -2%
RA
153
Royce & Associates
New York
$1.75M
BFC
154
Banc Funds Company
Illinois
$1.75M
SOMRS
155
State of Michigan Retirement System
Michigan
$1.64M -$75K -400 -4%
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$1.64M -$54.6K -291 -3%
N
157
Numerai
California
$1.63M +$1.74M +9,288 New
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$1.61M -$269K -1,433 -13%
LCM
159
Logan Capital Management
Pennsylvania
$1.6M -$136K -724 -7%
CM
160
Crestline Management
Texas
$1.6M +$1.71M +9,105 New
Corient Private Wealth
161
Corient Private Wealth
Florida
$1.59M -$325K -1,731 -16%
NAAA
162
New Age Alpha Advisors
New York
$1.58M +$1.69M +9,011 New
NMERB
163
New Mexico Educational Retirement Board
New Mexico
$1.56M
NMIMC
164
Northwestern Mutual Investment Management Company
Wisconsin
$1.55M -$51.4K -274 -3%
COPPSERS
165
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.54M -$50.6K -270 -3%
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$1.54M +$1.55M +8,277 +1,636%
Teacher Retirement System of Texas
167
Teacher Retirement System of Texas
Texas
$1.52M +$890K +4,746 +120%
KK
168
KLP Kapitalforvaltning
Norway
$1.49M +$1.59M +8,500 New
VA
169
Vident Advisory
Georgia
$1.49M +$66.4K +354 +4%
Pacer Advisors
170
Pacer Advisors
Pennsylvania
$1.45M +$9.94K +53 +0.6%
FG
171
Formula Growth
Quebec, Canada
$1.44M
OPERF
172
Oregon Public Employees Retirement Fund
Oregon
$1.42M -$46.3K -247 -3%
SA
173
Sanctuary Advisors
Indiana
$1.38M +$500K +2,667 +56%
Victory Capital Management
174
Victory Capital Management
Texas
$1.32M -$61.7K -329 -4%
Pathstone Holdings
175
Pathstone Holdings
New Jersey
$1.31M -$86.3K -460 -6%

WEX Hedge Fund Activity: Q4 2024 in Review

429 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q4 2024, worth a combined $7.06B — down 20% from $8.82B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new WEX positions and 58 closed out — a net gain of 6 holders — while 120 added to existing stakes and 173 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $197M. The largest seller was Wellington Management Group, cutting an estimated $333M.

  • 429 institutional investors held WEX (WEX) as of Q4 2024, down from 431 in Q3 2024.
  • Funds reported $7.06B of WEX stock for Q4 2024, down 20% quarter-over-quarter.
  • 64 funds opened new WEX positions in Q4 2024 and 58 closed out, a net change of +6 holders.
  • The largest WEX buyer in Q4 2024 was JP Morgan Chase, an estimated $197M added.
  • The largest WEX seller in Q4 2024 was Wellington Management Group, an estimated $333M sold.

Based on aggregated 13F filings for Q4 2024.