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WEX
WEX

Overview Fund Activity

377 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, 116 increasing their positions, 154 reducing their positions, and 91 closing their positions.

Holders
377
Holders Change
-42
Holders Change %
-10.02%
% of All Funds
5.06%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
56
Increased
116
Reduced
154
Closed
91
Calls
$1.22M
Puts
$1.04M
Net Calls
+$176K
Net Calls Change
+$132M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$187M
2
HRCM
2
Hawk Ridge Capital Management
California
$59.2M
3
Norges Bank
3
Norges Bank
Norway
$42.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$394M
5
LCM
5
Lakewood Capital Management
New York
$26.1M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$845K
3
Millennium Management
3
Millennium Management
New York
$10M
4
Barclays
4
Barclays
United Kingdom
$42.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$18.3M
Name Market Value Shares Shares
Change 		Shares
Change %
JFG
176
Jefferies Financial Group
New York
$830K 5,652 +5,652 New
FAM
177
Fulcrum Asset Management
United Kingdom
$813K 5,533 +5,533 New
NAAA
178
New Age Alpha Advisors
New York
$786K 5,348 -299 -5%
HighTower Advisors
179
HighTower Advisors
Illinois
$776K 5,281 -489 -8%
Cetera Investment Advisers
180
Cetera Investment Advisers
Illinois
$764K 5,203 +1,109 +27%
Pictet Asset Management
181
Pictet Asset Management
Switzerland
$764K 5,198 -809 -13%
LIP
182
Lighthouse Investment Partners
Florida
$758K 5,161 -10,947 -68%
FTWA
183
Fifth Third Wealth Advisors
Ohio
$757K 5,153 -46 -0.9%
Wealth Enhancement Advisory Services
184
Wealth Enhancement Advisory Services
Minnesota
$740K 4,891 -3,090 -39%
PCM
185
Prelude Capital Management
New York
$735K 5,006 -823 -14%
Teacher Retirement System of Texas
186
Teacher Retirement System of Texas
Texas
$726K 4,940 -930 -16%
TI
187
Tidal Investments
Wisconsin
$724K 4,929 +686 +16%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$717K 4,878 +1,160 +31%
CIP
189
Cornerstone Investment Partners
Georgia
$695K 4,731 +26 +0.6%
VOYA Investment Management
190
VOYA Investment Management
Georgia
$688K 4,683 -1,390 -23%
Prudential Financial
191
Prudential Financial
New Jersey
$664K 3,910 +566 +17%
STA
192
Summit Trail Advisors
New York
$660K 4,495 +4,495 New
Bessemer Group
193
Bessemer Group
New Jersey
$624K 4,248 +1,316 +45%
EAM
194
Empirical Asset Management
Massachusetts
$610K 4,154 +1,047 +34%
X
195
Xponance
Pennsylvania
$602K 4,099 -492 -11%
Mariner
196
Mariner
Kansas
$573K 3,899 +14 +0.4%
SOADOR
197
State of Alaska Department of Revenue
Alaska
$566K 3,856 -725 -16%
EF
198
Empowered Funds
Pennsylvania
$563K 3,831 +1,323 +53%
RPCONE
199
Retirement Planning Company of New England
Rhode Island
$537K 3,654 +997 +38%
Public Employees Retirement Association of Colorado
200
Public Employees Retirement Association of Colorado
Colorado
$531K 3,614 -781 -18%
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