426 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions 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 funds holding

Funds holding:

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
426
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
$4.95M
Puts
$2.61M
Net Calls
Net Calls Change
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
Marshall Wace
153
Marshall Wace
United Kingdom
$1.5M
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$1.49M
Pictet Asset Management
155
Pictet Asset Management
Switzerland
$1.47M
RCM
156
Radnor Capital Management
Pennsylvania
$1.43M
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
EC
160
EJF Capital
Virginia
$1.39M
ASRS
161
Arizona State Retirement System
Arizona
$1.36M
COPPSERS
162
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.28M
GIA
163
GHP Investment Advisors
Colorado
$1.24M
FG
164
Formula Growth
Quebec, Canada
$1.22M
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$1.21M
LIP
166
Lighthouse Investment Partners
Florida
$1.21M
LCM
167
Logan Capital Management
Pennsylvania
$1.21M
SOMRS
168
State of Michigan Retirement System
Michigan
$1.2M
Handelsbanken Fonder
169
Handelsbanken Fonder
Sweden
$1.18M
Thrivent Financial for Lutherans
170
Thrivent Financial for Lutherans
Minnesota
$1.15M
NMIMC
171
Northwestern Mutual Investment Management Company
Wisconsin
$1.14M
N
172
Natixis
France
$1.1M
NMERB
173
New Mexico Educational Retirement Board
New Mexico
$1.07M
KK
174
KLP Kapitalforvaltning
Norway
$1.04M
OPERF
175
Oregon Public Employees Retirement Fund
Oregon
$1.01M