383 hedge funds and large institutions have $5.61B invested in WEX in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 117 increasing their positions, 159 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

9% less funds holding

Funds holding: 421383 (-38)

26% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 159

38% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 91

Holders
383
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.83M
Puts
$1.72M
Net Calls
Net Calls Change

Top Buyers

1 +$187M
2 +$53.4M
3 +$35.9M
4
LCM
Lakewood Capital Management
New York
+$26.1M
5
JPM
JANA Partners Management
New York
+$24.1M

Top Sellers

1 -$96.5M
2 -$92.5M
3 -$50.6M
4
Barclays
Barclays
United Kingdom
-$49.9M
5
Goldman Sachs
Goldman Sachs
New York
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EF
201
Empowered Funds
Pennsylvania
$563K
Susquehanna International Group
202
Susquehanna International Group
Pennsylvania
$541K
RPCONE
203
Retirement Planning Company of New England
Rhode Island
$537K
Public Employees Retirement Association of Colorado
204
Public Employees Retirement Association of Colorado
Colorado
$531K
IIM
205
INTECH Investment Management
Florida
$531K
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$491K
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$491K
EAM
208
Eukles Asset Management
Ohio
$482K
CAM
209
Clark Asset Management
New Hampshire
$480K
II
210
Inspire Investing
Idaho
$477K
William Blair Investment Management
211
William Blair Investment Management
Illinois
$473K
CB
212
Commerce Bank
Missouri
$473K
American Century Companies
213
American Century Companies
Missouri
$471K
PA
214
Procyon Advisors
Connecticut
$470K
Creative Planning
215
Creative Planning
Kansas
$455K
Pathstone Holdings
216
Pathstone Holdings
New Jersey
$454K
BMC
217
Benin Management Corp
Connecticut
$447K
PWG
218
Portside Wealth Group
Utah
$431K
FT
219
Fiduciary Trust
Massachusetts
$426K
SG Americas Securities
220
SG Americas Securities
New York
$414K
CL
221
Choreo LLC
Illinois
$411K
WorldQuant Millennium Advisors
222
WorldQuant Millennium Advisors
New York
$402K
GCP
223
GSA Capital Partners
United Kingdom
$402K
Truist Financial
224
Truist Financial
North Carolina
$400K
GF
225
Gabelli Funds
New York
$397K