383 hedge funds and large institutions have $5.61B invested in WEX in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 117 increasing their positions, 159 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
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 ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

9% less funds holding

Funds holding: 421383 (-38)

26% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 159

38% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 91

Holders
383
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.83M
Puts
$1.72M
Net Calls
Net Calls Change

Top Buyers

1 +$187M
2 +$53.4M
3 +$35.9M
4
LCM
Lakewood Capital Management
New York
+$26.1M
5
JPM
JANA Partners Management
New York
+$24.1M

Top Sellers

1 -$96.5M
2 -$92.5M
3 -$50.6M
4
Barclays
Barclays
United Kingdom
-$49.9M
5
Goldman Sachs
Goldman Sachs
New York
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BST
176
Bath Savings Trust
Maine
$904K
Daiwa Securities Group
177
Daiwa Securities Group
Japan
$874K
HSBC Holdings
178
HSBC Holdings
United Kingdom
$845K
JFG
179
Jefferies Financial Group
New York
$830K
NAAA
180
New Age Alpha Advisors
New York
$786K
HighTower Advisors
181
HighTower Advisors
Illinois
$776K
Cetera Investment Advisers
182
Cetera Investment Advisers
Illinois
$764K
Pictet Asset Management
183
Pictet Asset Management
Switzerland
$764K
LIP
184
Lighthouse Investment Partners
Florida
$758K
FTWA
185
Fifth Third Wealth Advisors
Ohio
$757K
SA
186
Sanctuary Advisors
Indiana
$744K
Wealth Enhancement Advisory Services
187
Wealth Enhancement Advisory Services
Minnesota
$740K
PCM
188
Prelude Capital Management
New York
$735K
Teacher Retirement System of Texas
189
Teacher Retirement System of Texas
Texas
$726K
TI
190
Tidal Investments
Wisconsin
$724K
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$717K
CIP
192
Cornerstone Investment Partners
Georgia
$695K
VOYA Investment Management
193
VOYA Investment Management
Georgia
$688K
Prudential Financial
194
Prudential Financial
New Jersey
$664K
STA
195
Summit Trail Advisors
New York
$660K
Bessemer Group
196
Bessemer Group
New Jersey
$624K
EAM
197
Empirical Asset Management
Massachusetts
$610K
X
198
Xponance
Pennsylvania
$602K
Mariner
199
Mariner
Kansas
$573K
SOADOR
200
State of Alaska Department of Revenue
Alaska
$566K