We are live on ! Find out more

427 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

90% more call options, than puts

Call options by funds: $4.95M | Put options by funds: $2.61M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 391427 (+36)

2.04% more ownership

Funds ownership: 110.18%112.22% (+2%)

4% less capital invested

Capital invested by funds: $5.95B → $5.73B (-$215M)

13% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 149

Holders
427
Holders Change
+36
Holders Change %
+9.21%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
79
Increased
129
Reduced
149
Closed
38
Calls
$4.95M
Puts
$2.61M
Net Calls
+$2.34M
Net Calls Change
+$764K
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
201
Snowden Capital Advisors
New York
$691K +$502K +3,329 +255%
BST
202
Bath Savings Trust
Maine
$687K -$122K -810 -15%
OSAM
203
O'Shaughnessy Asset Management
Connecticut
$686K +$388K +2,576 +127%
STA
204
Summit Trail Advisors
New York
$684K -$53.5K -355 -7%
Focus Partners Wealth
205
Focus Partners Wealth
Massachusetts
$664K +$332K +2,204 +98%
BNP Paribas Asset Management
206
BNP Paribas Asset Management
France
$646K +$653K +4,331 New
CFO
207
Callan Family Office
Pennsylvania
$642K +$650K +4,311 New
Pacer Advisors
208
Pacer Advisors
Pennsylvania
$612K -$62.2K -413 -9%
M&T Bank
209
M&T Bank
New York
$609K +$615K +4,084 New
JIC
210
Johnson Investment Counsel
Ohio
$595K -$847K -5,620 -58%
IPW
211
Impact Partnership Wealth
Georgia
$590K +$597K +3,959 New
VCA
212
Verdence Capital Advisors
Maryland
$585K +$2.71K +18 +0.5%
CIS
213
Custom Index Systems
New York
$571K +$577K +3,832 New
II
214
Inspire Investing
Idaho
$569K +$45.2K +300 +9%
RPCONE
215
Retirement Planning Company of New England
Rhode Island
$536K -$25.6K -170 -5%
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$535K
VI
217
Versor Investments
New York
$526K +$532K +3,533 New
PCA
218
Pallas Capital Advisors
Massachusetts
$525K +$531K +3,524 New
KF
219
Krilogy Financial
Missouri
$518K +$491K +3,259 New
DekaBank Deutsche Girozentrale
220
DekaBank Deutsche Girozentrale
Germany
$517K
X
221
Xponance
Pennsylvania
$513K -$93.4K -620 -15%
EAM
222
Eukles Asset Management
Ohio
$511K +$14.3K +95 +3%
Mitsubishi UFJ Trust & Banking
223
Mitsubishi UFJ Trust & Banking
Japan
$491K -$19.3K -128 -4%
CAM
224
Clark Asset Management
New Hampshire
$486K
SI
225
Stephens Inc
Arkansas
$486K