381 hedge funds and large institutions have $5.6B invested in WEX in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 115 increasing their positions, 159 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

9% less funds holding

Funds holding: 419381 (-38)

28% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 159

38% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 91

Holders
381
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.83M
Puts
$1.72M
Net Calls
Net Calls Change

Top Buyers

1 +$187M
2 +$53.4M
3 +$35.9M
4
LCM
Lakewood Capital Management
New York
+$26.1M
5
JPM
JANA Partners Management
New York
+$24.1M

Top Sellers

1 -$96.5M
2 -$92.5M
3 -$50.6M
4
Barclays
Barclays
United Kingdom
-$49.9M
5
Goldman Sachs
Goldman Sachs
New York
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
151
GHP Investment Advisors
Colorado
$1.24M
SOMRS
152
State of Michigan Retirement System
Michigan
$1.22M
FG
153
Formula Growth
Quebec, Canada
$1.2M
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$1.18M
LCM
155
Logan Capital Management
Pennsylvania
$1.17M
VA
156
Vident Advisory
Georgia
$1.17M
Handelsbanken Fonder
157
Handelsbanken Fonder
Sweden
$1.17M
LAM
158
Lifestyle Asset Management
Texas
$1.14M
NMIMC
159
Northwestern Mutual Investment Management Company
Wisconsin
$1.12M
NRD
160
Nebula Research & Development
New York
$1.12M
FRM
161
Fox Run Management
Connecticut
$1.06M
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$1.06M
NMERB
163
New Mexico Educational Retirement Board
New Mexico
$1.06M
IMRF
164
Illinois Municipal Retirement Fund
Illinois
$1.04M
OPERF
165
Oregon Public Employees Retirement Fund
Oregon
$1.03M
AIC
166
Aurora Investment Counsel
Georgia
$1.01M
KK
167
KLP Kapitalforvaltning
Norway
$999K
SC
168
Sepio Capital
Utah
$999K
VRS
169
Virginia Retirement Systems
Virginia
$987K
Marshall Wace
170
Marshall Wace
United Kingdom
$969K
QC
171
Quadrature Capital
United Kingdom
$926K
Victory Capital Management
172
Victory Capital Management
Texas
$925K
AI
173
Atria Investments
North Carolina
$922K
Universal-Beteiligungs- und Servicegesellschaft
174
Universal-Beteiligungs- und Servicegesellschaft
Germany
$919K
Cerity Partners
175
Cerity Partners
New York
$915K