419 hedge funds and large institutions have $6.12B invested in WEX in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 118 increasing their positions, 170 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-7
Holders Change %
-1.64%
% of All Funds
5.69%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
70
Increased
118
Reduced
170
Closed
69
Calls
$83M
Puts
$215M
Net Calls
-$132M
Net Calls Change
-$221M
Name Holding Trade Value Shares
Change
Shares
Change %
SI
151
Stephens Inc
Arkansas
$1.75M -$142K -904 -8%
CSC
152
Cove Street Capital
California
$1.72M +$1.72M +10,968 New
CP
153
CenterBook Partners
Connecticut
$1.72M -$9.71M -61,867 -85%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$1.69M +$314 +2 +0%
BAM
155
Bullseye Asset Management
Colorado
$1.69M
Handelsbanken Fonder
156
Handelsbanken Fonder
Sweden
$1.62M -$11M -70,000 -87%
ERIC
157
Eagle Rock Investment Company
Georgia
$1.6M +$781K +4,971 +95%
Cerity Partners
158
Cerity Partners
New York
$1.57M +$737K +4,695 +88%
BFC
159
Banc Funds Company
Illinois
$1.56M
Marshall Wace
160
Marshall Wace
United Kingdom
$1.55M -$7.36M -46,888 -83%
Man Group
161
Man Group
United Kingdom
$1.54M -$6.48M -41,273 -81%
LSERS
162
Louisiana State Employees Retirement System
Louisiana
$1.54M -$188K -1,200 -11%
GIA
163
GHP Investment Advisors
Colorado
$1.51M -$121K -771 -7%
CL
164
CSS LLC
Illinois
$1.5M +$1.5M +9,568 New
EC
165
EJF Capital
Virginia
$1.46M +$1.46M +9,300 New
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$1.43M -$11.6K -74 -0.8%
LCM
167
Logan Capital Management
Pennsylvania
$1.43M -$7.85K -50 -0.5%
Corient Private Wealth
168
Corient Private Wealth
Florida
$1.41M -$20.6K -131 -1%
LAM
169
LECAP Asset Management
United Kingdom
$1.33M +$1.33M +8,450 New
SOMRS
170
State of Michigan Retirement System
Michigan
$1.32M -$157K -1,000 -11%
Axa
171
Axa
France
$1.31M -$776K -4,943 -37%
COPPSERS
172
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.31M -$69.1K -440 -5%
SC
173
Savant Capital
Illinois
$1.31M +$265K +1,689 +25%
PCM
174
Palisade Capital Management
New Jersey
$1.29M +$453K +2,888 +54%
FG
175
Formula Growth
Quebec, Canada
$1.29M