427 hedge funds and large institutions have $5.92B invested in WEX in 2026 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 172 increasing their positions, 120 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

0.48% more ownership

Funds ownership: 112.22%112.69% (+0.48%)

0% more funds holding

Funds holding: 426427 (+1)

94% less call options, than puts

Call options by funds: $4.62M | Put options by funds: $72.1M

Holders
427
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.62M
Puts
$72.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
176
Integrated Wealth Concepts
Massachusetts
$926K
BHCM
177
Brevan Howard Capital Management
Jersey
$924K
CPIG
178
Chicago Partners Investment Group
Illinois
$893K
AI
179
Atria Investments
North Carolina
$880K
Victory Capital Management
180
Victory Capital Management
Texas
$849K
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$841K
SC
182
Sepio Capital
Utah
$831K
N
183
Numerai
California
$827K
HighTower Advisors
184
HighTower Advisors
Illinois
$820K
Canada Pension Plan Investment Board
185
Canada Pension Plan Investment Board
Ontario, Canada
$796K
SC
186
Syon Capital
California
$796K
Pictet Asset Management
187
Pictet Asset Management
Switzerland
$769K
SA
188
Sanctuary Advisors
Indiana
$768K
PCM
189
Prelude Capital Management
New York
$765K
SOADOR
190
State of Alaska Department of Revenue
Alaska
$747K
Mitsubishi UFJ Trust & Banking
191
Mitsubishi UFJ Trust & Banking
Japan
$735K
Verition Fund Management
192
Verition Fund Management
Connecticut
$712K
BC
193
Bridgefront Capital
Texas
$708K
CFO
194
Callan Family Office
Pennsylvania
$692K
AIC
195
Aurora Investment Counsel
Georgia
$690K
KF
196
Krilogy Financial
Missouri
$684K
SCA
197
Snowden Capital Advisors
New York
$681K
TI
198
Trexquant Investment
Connecticut
$680K
X
199
Xponance
Pennsylvania
$673K
Cetera Investment Advisers
200
Cetera Investment Advisers
Illinois
$670K