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427 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

90% more call options, than puts

Call options by funds: $4.95M | Put options by funds: $2.61M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 391427 (+36)

2.04% more ownership

Funds ownership: 110.18%112.22% (+2%)

4% less capital invested

Capital invested by funds: $5.95B → $5.73B (-$215M)

13% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 149

Holders
427
Holders Change
+36
Holders Change %
+9.21%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
79
Increased
129
Reduced
149
Closed
38
Calls
$4.95M
Puts
$2.61M
Net Calls
+$2.34M
Net Calls Change
+$764K
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
151
Bullseye Asset Management
Colorado
$1.6M
LAM
152
Lifestyle Asset Management
Texas
$1.57M +$202K +1,342 +15%
Marshall Wace
153
Marshall Wace
United Kingdom
$1.5M -$1.12M -7,412 -42%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$1.49M +$794K +5,272 +112%
Pictet Asset Management
155
Pictet Asset Management
Switzerland
$1.47M +$831K +5,517 +126%
RCM
156
Radnor Capital Management
Pennsylvania
$1.43M +$39.2K +260 +3%
LSERS
157
Louisiana State Employees Retirement System
Louisiana
$1.42M
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$1.39M
XT
159
XTX Topco
Cayman Islands
$1.39M +$1.4M +9,315 New
EC
160
EJF Capital
Virginia
$1.39M
ASRS
161
Arizona State Retirement System
Arizona
$1.36M -$76.2K -506 -5%
COPPSERS
162
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.28M -$32.1K -213 -2%
GIA
163
GHP Investment Advisors
Colorado
$1.24M -$7.68K -51 -0.6%
FG
164
Formula Growth
Quebec, Canada
$1.22M
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$1.21M +$117K +776 +11%
LIP
166
Lighthouse Investment Partners
Florida
$1.21M -$545K -3,618 -31%
LCM
167
Logan Capital Management
Pennsylvania
$1.21M -$7.23K -48 -0.6%
SOMRS
168
State of Michigan Retirement System
Michigan
$1.2M -$15.1K -100 -1%
Handelsbanken Fonder
169
Handelsbanken Fonder
Sweden
$1.18M
Thrivent Financial for Lutherans
170
Thrivent Financial for Lutherans
Minnesota
$1.15M -$22.8K -151 -2%
NMIMC
171
Northwestern Mutual Investment Management Company
Wisconsin
$1.14M +$5.12K +34 +0.4%
N
172
Natixis
France
$1.1M +$1.12M +7,401 New
NMERB
173
New Mexico Educational Retirement Board
New Mexico
$1.07M
KK
174
KLP Kapitalforvaltning
Norway
$1.04M +$30.1K +200 +3%
OPERF
175
Oregon Public Employees Retirement Fund
Oregon
$1.01M -$15.1K -100 -1%