379 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, 156 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-40
Holders Change %
-9.55%
% of All Funds
5.08%
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
156
Closed
91
Calls
$3.83M
Puts
$1.72M
Net Calls
+$2.12M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Shares
Change %
Public Employees Retirement Association of Colorado
201
Public Employees Retirement Association of Colorado
Colorado
$531K -$115K -781 -18%
IIM
202
INTECH Investment Management
Florida
$531K +$265K +1,803 +100%
CIBC Private Wealth Group
203
CIBC Private Wealth Group
Georgia
$491K -$39.8K -271 -7%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$491K +$26.2K +178 +6%
EAM
205
Eukles Asset Management
Ohio
$482K +$8.37K +57 +2%
CAM
206
Clark Asset Management
New Hampshire
$480K +$480K +3,265 New
II
207
Inspire Investing
Idaho
$477K +$96.4K +656 +25%
William Blair Investment Management
208
William Blair Investment Management
Illinois
$473K +$104K +709 +28%
CB
209
Commerce Bank
Missouri
$473K -$6.32K -43 -1%
American Century Companies
210
American Century Companies
Missouri
$471K +$8.81K +60 +2%
PA
211
Procyon Advisors
Connecticut
$470K +$441 +3 +0.1%
Creative Planning
212
Creative Planning
Kansas
$455K -$12.3M -83,578 -96%
Pathstone Holdings
213
Pathstone Holdings
New Jersey
$454K -$75.2K -512 -14%
BMC
214
Benin Management Corp
Connecticut
$447K
PWG
215
Portside Wealth Group
Utah
$431K +$1.18K +8 +0.3%
FT
216
Fiduciary Trust
Massachusetts
$426K -$588 -4 -0.1%
SG Americas Securities
217
SG Americas Securities
New York
$414K +$153K +1,044 +59%
CL
218
Choreo LLC
Illinois
$411K +$411K +2,799 New
WorldQuant Millennium Advisors
219
WorldQuant Millennium Advisors
New York
$402K +$402K +2,737 New
GCP
220
GSA Capital Partners
United Kingdom
$402K -$432K -2,941 -52%
Truist Financial
221
Truist Financial
North Carolina
$400K +$32.2K +219 +9%
GF
222
Gabelli Funds
New York
$397K +$397K +2,701 New
IEFM
223
IQ EQ Fund Management
Ireland
$396K -$75.1K -511 -16%
FLPIM
224
F.L. Putnam Investment Management
Massachusetts
$391K -$130K -882 -25%
SAM
225
Securian Asset Management
Minnesota
$390K