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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $7.06B → $6.12B (-$938M)

31% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 170

61% less call options, than puts

Call options by funds: $83M | Put options by funds: $215M

Holders
419
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
$83M
Puts
$215M
Net Calls
Net Calls Change

Top Buyers

1 +$98.6M
2 +$96.5M
3 +$93.7M
4
Millennium Management
Millennium Management
New York
+$56.2M
5
IC
Impactive Capital
New York
+$46M

Top Sellers

1 -$154M
2 -$102M
3 -$84.4M
4
BlackRock
BlackRock
New York
-$54.9M
5
PFM
Premier Fund Managers
United Kingdom
-$51.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
151
Stephens Inc
Arkansas
$1.75M
CSC
152
Cove Street Capital
California
$1.72M
CP
153
CenterBook Partners
Connecticut
$1.72M
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$1.69M
BAM
155
Bullseye Asset Management
Colorado
$1.69M
Handelsbanken Fonder
156
Handelsbanken Fonder
Sweden
$1.62M
ERIC
157
Eagle Rock Investment Company
Georgia
$1.6M
Cerity Partners
158
Cerity Partners
New York
$1.57M
BFC
159
Banc Funds Company
Illinois
$1.56M
Marshall Wace
160
Marshall Wace
United Kingdom
$1.55M
Man Group
161
Man Group
United Kingdom
$1.54M
LSERS
162
Louisiana State Employees Retirement System
Louisiana
$1.54M
GIA
163
GHP Investment Advisors
Colorado
$1.51M
CL
164
CSS LLC
Illinois
$1.5M
EC
165
EJF Capital
Virginia
$1.46M
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$1.43M
LCM
167
Logan Capital Management
Pennsylvania
$1.43M
Corient Private Wealth
168
Corient Private Wealth
Florida
$1.41M
LAM
169
LECAP Asset Management
United Kingdom
$1.33M
SOMRS
170
State of Michigan Retirement System
Michigan
$1.32M
Axa
171
Axa
France
$1.31M
COPPSERS
172
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.31M
SC
173
Savant Capital
Illinois
$1.31M
PCM
174
Palisade Capital Management
New Jersey
$1.29M
FG
175
Formula Growth
Quebec, Canada
$1.29M