427 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, 172 increasing their positions, 120 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

0.48% more ownership

Funds ownership: 112.22%112.69% (+0.48%)

0% more funds holding

Funds holding: 426427 (+1)

94% less call options, than puts

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

Holders
427
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.62M
Puts
$72.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
201
TradeLink Capital
Illinois
$656K
TI
202
Tidal Investments
Wisconsin
$647K
Bank of Nova Scotia
203
Bank of Nova Scotia
Ontario, Canada
$643K
II
204
Inspire Investing
Idaho
$634K
BST
205
Bath Savings Trust
Maine
$630K
Janney Montgomery Scott
206
Janney Montgomery Scott
Pennsylvania
$620K
Pacer Advisors
207
Pacer Advisors
Pennsylvania
$605K
IIM
208
INTECH Investment Management
Florida
$590K
Truist Financial
209
Truist Financial
North Carolina
$582K
P
210
&Partners
Tennessee
$570K
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$569K
CIS
212
Custom Index Systems
New York
$558K
RPCONE
213
Retirement Planning Company of New England
Rhode Island
$555K
PCA
214
Pallas Capital Advisors
Massachusetts
$550K
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$550K
Pathstone Holdings
216
Pathstone Holdings
New Jersey
$540K
CL
217
Choreo LLC
Illinois
$520K
FPAS
218
Focus Partners Advisor Solutions
Missouri
$518K
CRC
219
Curi RMB Capital
Illinois
$507K
CAM
220
Clark Asset Management
New Hampshire
$500K
Teacher Retirement System of Texas
221
Teacher Retirement System of Texas
Texas
$487K
GAG
222
GM Advisory Group
New York
$486K
XT
223
XTX Topco
Cayman Islands
$476K
M&T Bank
224
M&T Bank
New York
$474K
CBU
225
CIBC Bancorp USA
Illinois
$471K