419 hedge funds and large institutions have $6.12B invested in WEX in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 118 increasing their positions, 170 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $7.06B → $6.12B (-$938M)

31% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 170

61% less call options, than puts

Call options by funds: $83M | Put options by funds: $215M

Holders
419
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$83M
Puts
$215M
Net Calls
Net Calls Change

Top Buyers

1 +$98.6M
2 +$96.5M
3 +$93.7M
4
Millennium Management
Millennium Management
New York
+$56.2M
5
IC
Impactive Capital
New York
+$46M

Top Sellers

1 -$154M
2 -$102M
3 -$84.4M
4
BlackRock
BlackRock
New York
-$54.9M
5
PFM
Premier Fund Managers
United Kingdom
-$51.2M
Name Holding Trade Value Shares
Change
Change in
Stake
A
201
AlphaQuest
New York
$849K
BNP Paribas Financial Markets
202
BNP Paribas Financial Markets
France
$833K
LAM
203
Lifestyle Asset Management
Texas
$825K
Point72 Asset Management
204
Point72 Asset Management
Connecticut
$818K
FTWA
205
Fifth Third Wealth Advisors
Ohio
$816K
PD
206
Point72 (DIFC)
United Arab Emirates
$762K
CIP
207
Cornerstone Investment Partners
Georgia
$739K
X
208
Xponance
Pennsylvania
$721K
SOADOR
209
State of Alaska Department of Revenue
Alaska
$719K
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$716K
PI
211
PineBridge Investments
New York
$709K
Public Employees Retirement Association of Colorado
212
Public Employees Retirement Association of Colorado
Colorado
$690K
TI
213
Tidal Investments
Wisconsin
$666K
TC
214
TownSquare Capital
Utah
$644K
Cetera Investment Advisers
215
Cetera Investment Advisers
Illinois
$643K
LA
216
Legacy Advisors
Pennsylvania
$642K
NYLIM
217
New York Life Investment Management
New York
$632K
Mariner
218
Mariner
Kansas
$610K
Prudential Financial
219
Prudential Financial
New Jersey
$591K
UBP
220
Union Bancaire Privee
Switzerland
$591K
Focus Partners Wealth
221
Focus Partners Wealth
Massachusetts
$586K
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$584K
TSS
223
Two Sigma Securities
New York
$580K
RA
224
Royce & Associates
New York
$578K
Pathstone Holdings
225
Pathstone Holdings
New Jersey
$566K