381 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, 115 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: 419381 (-38)

28% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 159

38% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 91

Holders
381
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
Susquehanna International Group
201
Susquehanna International Group
Pennsylvania
$541K
RPCONE
202
Retirement Planning Company of New England
Rhode Island
$537K
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$531K
IIM
204
INTECH Investment Management
Florida
$531K
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$491K
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$491K
EAM
207
Eukles Asset Management
Ohio
$482K
CAM
208
Clark Asset Management
New Hampshire
$480K
II
209
Inspire Investing
Idaho
$477K
William Blair Investment Management
210
William Blair Investment Management
Illinois
$473K
CB
211
Commerce Bank
Missouri
$473K
American Century Companies
212
American Century Companies
Missouri
$471K
PA
213
Procyon Advisors
Connecticut
$470K
Creative Planning
214
Creative Planning
Kansas
$455K
Pathstone Holdings
215
Pathstone Holdings
New Jersey
$454K
BMC
216
Benin Management Corp
Connecticut
$447K
PWG
217
Portside Wealth Group
Utah
$431K
FT
218
Fiduciary Trust
Massachusetts
$426K
SG Americas Securities
219
SG Americas Securities
New York
$414K
CL
220
Choreo LLC
Illinois
$411K
WorldQuant Millennium Advisors
221
WorldQuant Millennium Advisors
New York
$402K
GCP
222
GSA Capital Partners
United Kingdom
$402K
Truist Financial
223
Truist Financial
North Carolina
$400K
GF
224
Gabelli Funds
New York
$397K
IEFM
225
IQ EQ Fund Management
Ireland
$396K