423 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 128 increasing their positions, 148 reducing their positions, and 37 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: 110.13%112.17% (+2%)

4% less capital invested

Capital invested by funds: $5.94B → $5.73B (-$215M)

14% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 148

Holders
423
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
LAM
151
Lifestyle Asset Management
Texas
$1.57M
Marshall Wace
152
Marshall Wace
United Kingdom
$1.5M
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$1.49M
Pictet Asset Management
154
Pictet Asset Management
Switzerland
$1.47M
RCM
155
Radnor Capital Management
Pennsylvania
$1.43M
LSERS
156
Louisiana State Employees Retirement System
Louisiana
$1.42M
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$1.39M
XT
158
XTX Topco
Cayman Islands
$1.39M
EC
159
EJF Capital
Virginia
$1.39M
ASRS
160
Arizona State Retirement System
Arizona
$1.36M
COPPSERS
161
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.28M
GIA
162
GHP Investment Advisors
Colorado
$1.24M
FG
163
Formula Growth
Quebec, Canada
$1.22M
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$1.21M
LIP
165
Lighthouse Investment Partners
Florida
$1.21M
LCM
166
Logan Capital Management
Pennsylvania
$1.21M
SOMRS
167
State of Michigan Retirement System
Michigan
$1.2M
Handelsbanken Fonder
168
Handelsbanken Fonder
Sweden
$1.18M
Thrivent Financial for Lutherans
169
Thrivent Financial for Lutherans
Minnesota
$1.15M
NMIMC
170
Northwestern Mutual Investment Management Company
Wisconsin
$1.14M
N
171
Natixis
France
$1.1M
NMERB
172
New Mexico Educational Retirement Board
New Mexico
$1.07M
KK
173
KLP Kapitalforvaltning
Norway
$1.04M
OPERF
174
Oregon Public Employees Retirement Fund
Oregon
$1.01M
N
175
Numerai
California
$946K