379 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, 156 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-40
Holders Change %
-9.55%
% of All Funds
5.08%
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
156
Closed
91
Calls
$3.83M
Puts
$1.72M
Net Calls
+$2.12M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Shares
Change %
JFG
176
Jefferies Financial Group
New York
$830K +$830K +5,652 New
FAM
177
Fulcrum Asset Management
United Kingdom
$813K +$813K +5,533 New
NAAA
178
New Age Alpha Advisors
New York
$786K -$43.9K -299 -5%
HighTower Advisors
179
HighTower Advisors
Illinois
$776K -$71.8K -489 -8%
Cetera Investment Advisers
180
Cetera Investment Advisers
Illinois
$764K +$163K +1,109 +27%
Pictet Asset Management
181
Pictet Asset Management
Switzerland
$764K -$119K -809 -13%
LIP
182
Lighthouse Investment Partners
Florida
$758K -$1.61M -10,947 -68%
FTWA
183
Fifth Third Wealth Advisors
Ohio
$757K -$6.76K -46 -0.9%
Wealth Enhancement Advisory Services
184
Wealth Enhancement Advisory Services
Minnesota
$740K -$467K -3,090 -39%
PCM
185
Prelude Capital Management
New York
$735K -$121K -823 -14%
Teacher Retirement System of Texas
186
Teacher Retirement System of Texas
Texas
$726K -$137K -930 -16%
TI
187
Tidal Investments
Wisconsin
$724K +$101K +686 +16%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$717K +$170K +1,160 +31%
CIP
189
Cornerstone Investment Partners
Georgia
$695K +$3.82K +26 +0.6%
VOYA Investment Management
190
VOYA Investment Management
Georgia
$688K -$204K -1,390 -23%
Prudential Financial
191
Prudential Financial
New Jersey
$664K +$96.1K +566 +17%
STA
192
Summit Trail Advisors
New York
$660K +$660K +4,495 New
Bessemer Group
193
Bessemer Group
New Jersey
$624K +$193K +1,316 +45%
EAM
194
Empirical Asset Management
Massachusetts
$610K +$154K +1,047 +34%
X
195
Xponance
Pennsylvania
$602K -$72.3K -492 -11%
Mariner
196
Mariner
Kansas
$573K +$2.06K +14 +0.4%
SOADOR
197
State of Alaska Department of Revenue
Alaska
$566K -$106K -725 -16%
EF
198
Empowered Funds
Pennsylvania
$563K +$194K +1,323 +53%
Susquehanna International Group
199
Susquehanna International Group
Pennsylvania
$541K -$129K -880 -19%
RPCONE
200
Retirement Planning Company of New England
Rhode Island
$537K +$146K +997 +38%