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WEX
WEX

Overview Fund Activity

426 hedge funds and large institutions have $7.06B invested in WEX in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 119 increasing their positions, 171 reducing their positions, and 58 closing their positions.

Holders
426
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
5.67%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
65
Increased
119
Reduced
171
Closed
58
Calls
$91.4M
Puts
$2.12M
Net Calls
+$89.3M
Net Calls Change
-$16.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$359M
2
Norges Bank
2
Norges Bank
Norway
$80.5M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$35.4M
4
UBS Group
4
UBS Group
Switzerland
$36.3M
5
AI
5
Ariel Investments
Illinois
$55.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$145M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$206M
3
TCM
3
TimesSquare Capital Management
New York
$0
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$849K
5
Brown Advisory
5
Brown Advisory
Maryland
$48.5M
Name Market Value Shares Shares
Change 		Shares
Change %
TI
201
Tidal Investments
Wisconsin
$899K 5,129 +1,529 +42%
LAM
202
Lifestyle Asset Management
Texas
$855K 4,877 -36 -0.7%
MC
203
Montag & Caldwell
Georgia
$853K 4,868 -183 -4%
X
204
Xponance
Pennsylvania
$853K 4,864 +68 +1%
Focus Partners Wealth
205
Focus Partners Wealth
Massachusetts
$849K 4,843 -327,820 -99%
AI
206
Atria Investments
North Carolina
$831K 4,740 -1,788 -27%
CIP
207
Cornerstone Investment Partners
Georgia
$802K 4,572 +144 +3%
SOADOR
208
State of Alaska Department of Revenue
Alaska
$795K 4,536 -235 -5%
PEAK6
209
PEAK6
Illinois
$773K 4,409 +4,409 New
Public Employees Retirement Association of Colorado
210
Public Employees Retirement Association of Colorado
Colorado
$771K 4,395 – –
TRCT
211
Tower Research Capital (TRC)
New York
$767K 4,375 +1,454 +50%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$749K 4,271 +786 +23%
NYLIM
213
New York Life Investment Management
New York
$724K 4,127 -912 -18%
EC
214
EntryPoint Capital
New York
$719K 4,100 +2,808 +217%
Squarepoint
215
Squarepoint
New York
$714K 4,073 -373 -8%
FLPIM
216
F.L. Putnam Investment Management
Massachusetts
$709K 4,042 – –
UBP
217
Union Bancaire Privee
Switzerland
$702K 4,054 +4,054 New
TC
218
TownSquare Capital
Utah
$682K 3,890 -406 -9%
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$671K 3,837 -151 -4%
VPIM
220
Vanguard Personalized Indexing Management
California
$663K 3,785 -648 -15%
IEFM
221
IQ EQ Fund Management
Ireland
$627K 3,574 +705 +25%
CB
222
Commerce Bank
Missouri
$623K 3,554 -70 -2%
ET
223
Entropy Technologies
New York
$614K 3,500 +3,500 New
KTA
224
Keeley-Teton Advisors
Illinois
$598K 3,413 -264 -7%
DFCM
225
Dark Forest Capital Management
Puerto Rico
$595K 3,393 +3,393 New
7 8
9
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