383 hedge funds and large institutions have $5.94B invested in WEX in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 118 increasing their positions, 143 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.96% less ownership

Funds ownership: 111.05%110.09% (-0.96%)

17% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 143

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
383
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.58M
Puts
$2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOADOR
176
State of Alaska Department of Revenue
Alaska
$830K
VA
177
Vident Advisory
Georgia
$824K
NAAA
178
New Age Alpha Advisors
New York
$818K
Victory Capital Management
179
Victory Capital Management
Texas
$814K
FTWA
180
Fifth Third Wealth Advisors
Ohio
$812K
PCM
181
Prelude Capital Management
New York
$811K
Wealth Enhancement Advisory Services
182
Wealth Enhancement Advisory Services
Minnesota
$785K
STA
183
Summit Trail Advisors
New York
$780K
TI
184
Tidal Investments
Wisconsin
$768K
EAM
185
Empirical Asset Management
Massachusetts
$767K
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$740K
QT
187
Quantbot Technologies
New York
$738K
Pacer Advisors
188
Pacer Advisors
Pennsylvania
$712K
Pictet Asset Management
189
Pictet Asset Management
Switzerland
$688K
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
$656K
X
191
Xponance
Pennsylvania
$640K
CIP
192
Cornerstone Investment Partners
Georgia
$634K
VCA
193
Verdence Capital Advisors
Maryland
$629K
SOW
194
State of Wyoming
Wyoming
$618K
Pathstone Holdings
195
Pathstone Holdings
New Jersey
$618K
American Century Companies
196
American Century Companies
Missouri
$610K
RPCONE
197
Retirement Planning Company of New England
Rhode Island
$593K
Prudential Financial
198
Prudential Financial
New Jersey
$576K
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$573K
Public Employees Retirement Association of Colorado
200
Public Employees Retirement Association of Colorado
Colorado
$566K