WEX
391 hedge funds and large institutions have $5.95B invested in WEX in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 145 reducing their positions, and 38 closing their positions.
79% more call options, than puts
Call options by funds: $3.58M | Put options by funds: $2M
26% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 38
6% more capital invested
Capital invested by funds: $5.6B → $5.95B (+$343M)
2% more funds holding
Funds holding: 384 → 391 (+7)
0.88% less ownership
Funds ownership: 111.06% → 110.18% (-0.88%)
17% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 145
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$144M |
| 2 |
TCAM
Turtle Creek Asset Management
Toronto,
Ontario, Canada
|
+$98M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$29.1M |
| 4 |
CCPM
Cooper Creek Partners Management
New York
|
+$21.8M |
| 5 |
SP
Solel Partners
Boston,
Massachusetts
|
+$19.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$117M |
| 2 |
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
-$48.4M |
| 3 |
Barclays
London,
United Kingdom
|
-$37.1M |
| 4 |
IC
Impactive Capital
New York City,
New York
|
-$33.1M |
| 5 |
JPM
JANA Partners Management
New York
|
-$24.1M |
WEX Hedge Fund Activity: Q3 2025 in Review
391 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q3 2025, worth a combined $5.95B — up 6.1% from $5.6B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new WEX positions and 38 closed out — a net gain of 10 holders — while 120 added to existing stakes and 145 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $144M. The largest seller was JP Morgan Chase, cutting an estimated $117M.
- 391 institutional investors held WEX (WEX) as of Q3 2025, up from 384 in Q2 2025.
- Funds reported $5.95B of WEX stock for Q3 2025, up 6.1% quarter-over-quarter.
- 48 funds opened new WEX positions in Q3 2025 and 38 closed out, a net change of +10 holders.
- The largest WEX buyer in Q3 2025 was Citadel Advisors, an estimated $144M added.
- The largest WEX seller in Q3 2025 was JP Morgan Chase, an estimated $117M sold.
Based on aggregated 13F filings for Q3 2025.