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WEX
WEX

Overview Fund Activity

426 hedge funds and large institutions have $7.06B invested in WEX in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 119 increasing their positions, 171 reducing their positions, and 58 closing their positions.

Holders
426
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
5.67%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
65
Increased
119
Reduced
171
Closed
58
Calls
$91.4M
Puts
$2.12M
Net Calls
+$89.3M
Net Calls Change
-$16.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$359M
2
Norges Bank
2
Norges Bank
Norway
$80.5M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$35.4M
4
UBS Group
4
UBS Group
Switzerland
$36.3M
5
AI
5
Ariel Investments
Illinois
$55.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$145M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$206M
3
TCM
3
TimesSquare Capital Management
New York
$0
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$849K
5
Brown Advisory
5
Brown Advisory
Maryland
$48.5M
Name Market Value Shares Shares
Change 		Shares
Change %
GIA
151
GHP Investment Advisors
Colorado
$1.82M 10,356 -225 -2%
RA
152
Royce & Associates
New York
$1.75M 9,970 – –
BFC
153
Banc Funds Company
Illinois
$1.75M 9,955 – –
SOMRS
154
State of Michigan Retirement System
Michigan
$1.64M 9,375 -400 -4%
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$1.64M 9,361 -291 -3%
N
156
Numerai
California
$1.63M 9,288 +9,288 New
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$1.61M 9,197 -1,433 -13%
LCM
158
Logan Capital Management
Pennsylvania
$1.6M 9,146 -724 -7%
CM
159
Crestline Management
Texas
$1.6M 9,105 +9,105 New
Corient Private Wealth
160
Corient Private Wealth
Florida
$1.59M 9,080 -1,731 -16%
NAAA
161
New Age Alpha Advisors
New York
$1.58M 9,011 +9,011 New
NMERB
162
New Mexico Educational Retirement Board
New Mexico
$1.56M 8,900 – –
NMIMC
163
Northwestern Mutual Investment Management Company
Wisconsin
$1.55M 8,842 -274 -3%
COPPSERS
164
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.54M 8,786 -270 -3%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$1.54M 8,783 +8,277 +1,636%
Teacher Retirement System of Texas
166
Teacher Retirement System of Texas
Texas
$1.52M 8,688 +4,746 +120%
KK
167
KLP Kapitalforvaltning
Norway
$1.49M 8,500 +8,500 New
VA
168
Vident Advisory
Georgia
$1.49M 8,497 +354 +4%
Pacer Advisors
169
Pacer Advisors
Pennsylvania
$1.45M 8,287 +53 +0.6%
FG
170
Formula Growth
Quebec, Canada
$1.44M 8,200 – –
OPERF
171
Oregon Public Employees Retirement Fund
Oregon
$1.42M 8,120 -247 -3%
SA
172
Sanctuary Advisors
Indiana
$1.38M 7,427 +2,667 +56%
Victory Capital Management
173
Victory Capital Management
Texas
$1.32M 7,536 -329 -4%
Pathstone Holdings
174
Pathstone Holdings
New Jersey
$1.31M 7,492 -460 -6%
Lazard Asset Management
175
Lazard Asset Management
New York
$1.3M 7,422 +965 +15%
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7
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