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429 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, 174 increasing their positions, 120 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 120

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 59

3% more capital invested

Capital invested by funds: $5.73B → $5.92B (+$187M)

0.48% more ownership

Funds ownership: 112.22%112.7% (+0.48%)

0% more funds holding

Funds holding: 427429 (+2)

94% less call options, than puts

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

Holders
429
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
5.28%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
69
Increased
174
Reduced
120
Closed
59
Calls
$4.62M
Puts
$72.1M
Net Calls
-$67.5M
Net Calls Change
-$69.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
176
Integrated Wealth Concepts
Massachusetts
$926K +$549K +3,510 +138%
BHCM
177
Brevan Howard Capital Management
Jersey
$924K +$944K +6,037 New
CPIG
178
Chicago Partners Investment Group
Illinois
$893K +$365K +2,336 +94%
AI
179
Atria Investments
North Carolina
$880K +$10.6K +68 +1%
Victory Capital Management
180
Victory Capital Management
Texas
$849K +$59.6K +381 +7%
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$841K -$2.66M -17,017 -76%
SC
182
Sepio Capital
Utah
$831K +$52.1K +333 +7%
N
183
Numerai
California
$827K -$148K -944 -15%
HighTower Advisors
184
HighTower Advisors
Illinois
$820K +$70K +448 +9%
Canada Pension Plan Investment Board
185
Canada Pension Plan Investment Board
Ontario, Canada
$796K +$375K +2,400 +86%
SC
186
Syon Capital
California
$796K +$323K +2,065 +66%
Pictet Asset Management
187
Pictet Asset Management
Switzerland
$769K -$760K -4,859 -49%
SA
188
Sanctuary Advisors
Indiana
$768K -$145K -929 -16%
PCM
189
Prelude Capital Management
New York
$765K
SOADOR
190
State of Alaska Department of Revenue
Alaska
$747K -$10.9K -70 -1%
Mitsubishi UFJ Trust & Banking
191
Mitsubishi UFJ Trust & Banking
Japan
$735K +$235K +1,505 +46%
Verition Fund Management
192
Verition Fund Management
Connecticut
$712K -$1.6M -10,226 -69%
BC
193
Bridgefront Capital
Texas
$708K +$405K +2,589 +127%
CFO
194
Callan Family Office
Pennsylvania
$692K +$33.3K +213 +5%
AIC
195
Aurora Investment Counsel
Georgia
$690K -$64.9K -415 -8%
KF
196
Krilogy Financial
Missouri
$684K +$100K +641 +20%
SCA
197
Snowden Capital Advisors
New York
$681K -$29.4K -188 -4%
TI
198
Trexquant Investment
Connecticut
$680K +$211K +1,350 +44%
X
199
Xponance
Pennsylvania
$673K +$149K +954 +28%
Cetera Investment Advisers
200
Cetera Investment Advisers
Illinois
$670K -$303K -1,939 -31%