381 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, 115 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: 419381 (-38)

28% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 159

38% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 91

Holders
381
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
Daiwa Securities Group
176
Daiwa Securities Group
Japan
$874K
HSBC Holdings
177
HSBC Holdings
United Kingdom
$845K
JFG
178
Jefferies Financial Group
New York
$830K
FAM
179
Fulcrum Asset Management
United Kingdom
$813K
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
Wealth Enhancement Advisory Services
186
Wealth Enhancement Advisory Services
Minnesota
$740K
PCM
187
Prelude Capital Management
New York
$735K
Teacher Retirement System of Texas
188
Teacher Retirement System of Texas
Texas
$726K
TI
189
Tidal Investments
Wisconsin
$724K
CAPTRUST Financial Advisors
190
CAPTRUST Financial Advisors
North Carolina
$717K
CIP
191
Cornerstone Investment Partners
Georgia
$695K
VOYA Investment Management
192
VOYA Investment Management
Georgia
$688K
Prudential Financial
193
Prudential Financial
New Jersey
$664K
STA
194
Summit Trail Advisors
New York
$660K
Bessemer Group
195
Bessemer Group
New Jersey
$624K
EAM
196
Empirical Asset Management
Massachusetts
$610K
X
197
Xponance
Pennsylvania
$602K
Mariner
198
Mariner
Kansas
$573K
SOADOR
199
State of Alaska Department of Revenue
Alaska
$566K
EF
200
Empowered Funds
Pennsylvania
$563K