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WEX
WEX

Overview Fund Activity

377 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, 154 reducing their positions, and 91 closing their positions.

Holders
377
Holders Change
-42
Holders Change %
-10.02%
% of All Funds
5.06%
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
154
Closed
91
Calls
$1.22M
Puts
$1.04M
Net Calls
+$176K
Net Calls Change
+$132M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$187M
2
HRCM
2
Hawk Ridge Capital Management
California
$59.2M
3
Norges Bank
3
Norges Bank
Norway
$42.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$394M
5
LCM
5
Lakewood Capital Management
New York
$26.1M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$845K
3
Millennium Management
3
Millennium Management
New York
$10M
4
Barclays
4
Barclays
United Kingdom
$42.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$18.3M
Name Market Value Shares Shares
Change 		Shares
Change %
IIM
201
INTECH Investment Management
Florida
$531K 3,612 +1,803 +100%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$491K 3,341 +178 +6%
EAM
203
Eukles Asset Management
Ohio
$482K 3,283 +57 +2%
CAM
204
Clark Asset Management
New Hampshire
$480K 3,265 +3,265 New
II
205
Inspire Investing
Idaho
$477K 3,244 +656 +25%
William Blair Investment Management
206
William Blair Investment Management
Illinois
$473K 3,222 +709 +28%
CB
207
Commerce Bank
Missouri
$473K 3,222 -43 -1%
American Century Companies
208
American Century Companies
Missouri
$471K 3,205 +60 +2%
PA
209
Procyon Advisors
Connecticut
$470K 3,202 +3 +0.1%
Creative Planning
210
Creative Planning
Kansas
$455K 3,097 -83,578 -96%
Pathstone Holdings
211
Pathstone Holdings
New Jersey
$454K 3,090 -512 -14%
BMC
212
Benin Management Corp
Connecticut
$447K 3,041 – –
PWG
213
Portside Wealth Group
Utah
$431K 2,935 +8 +0.3%
FT
214
Fiduciary Trust
Massachusetts
$426K 2,901 -4 -0.1%
SG Americas Securities
215
SG Americas Securities
New York
$414K 2,820 +1,044 +59%
CL
216
Choreo LLC
Illinois
$411K 2,799 +2,799 New
WorldQuant Millennium Advisors
217
WorldQuant Millennium Advisors
New York
$402K 2,737 +2,737 New
GCP
218
GSA Capital Partners
United Kingdom
$402K 2,738 -2,941 -52%
Truist Financial
219
Truist Financial
North Carolina
$400K 2,725 +219 +9%
GF
220
Gabelli Funds
New York
$397K 2,701 +2,701 New
IEFM
221
IQ EQ Fund Management
Ireland
$396K 2,698 -511 -16%
FLPIM
222
F.L. Putnam Investment Management
Massachusetts
$391K 2,661 -882 -25%
SAM
223
Securian Asset Management
Minnesota
$390K 2,657 – –
Focus Partners Wealth
224
Focus Partners Wealth
Massachusetts
$382K 2,600 -1,135 -30%
BTI
225
Blue Trust Inc
Georgia
$376K 2,563 +143 +6%
7 8
9
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