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
SOMRS
151
State of Michigan Retirement System
Michigan
$1.22M
FG
152
Formula Growth
Quebec, Canada
$1.2M
Thrivent Financial for Lutherans
153
Thrivent Financial for Lutherans
Minnesota
$1.18M
LCM
154
Logan Capital Management
Pennsylvania
$1.17M
VA
155
Vident Advisory
Georgia
$1.17M
Handelsbanken Fonder
156
Handelsbanken Fonder
Sweden
$1.17M
LAM
157
Lifestyle Asset Management
Texas
$1.14M
NMIMC
158
Northwestern Mutual Investment Management Company
Wisconsin
$1.12M
NRD
159
Nebula Research & Development
New York
$1.12M
FRM
160
Fox Run Management
Connecticut
$1.06M
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$1.06M
NMERB
162
New Mexico Educational Retirement Board
New Mexico
$1.06M
IMRF
163
Illinois Municipal Retirement Fund
Illinois
$1.04M
OPERF
164
Oregon Public Employees Retirement Fund
Oregon
$1.03M
AIC
165
Aurora Investment Counsel
Georgia
$1.01M
KK
166
KLP Kapitalforvaltning
Norway
$999K
SC
167
Sepio Capital
Utah
$999K
VRS
168
Virginia Retirement Systems
Virginia
$987K
Marshall Wace
169
Marshall Wace
United Kingdom
$969K
QC
170
Quadrature Capital
United Kingdom
$926K
Victory Capital Management
171
Victory Capital Management
Texas
$925K
AI
172
Atria Investments
North Carolina
$922K
Universal-Beteiligungs- und Servicegesellschaft
173
Universal-Beteiligungs- und Servicegesellschaft
Germany
$919K
Cerity Partners
174
Cerity Partners
New York
$915K
BST
175
Bath Savings Trust
Maine
$904K