426 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions 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 funds holding

Funds holding:

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
426
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.95M
Puts
$2.61M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
201
Snowden Capital Advisors
New York
$691K
BST
202
Bath Savings Trust
Maine
$687K
OSAM
203
O'Shaughnessy Asset Management
Connecticut
$686K
STA
204
Summit Trail Advisors
New York
$684K
Focus Partners Wealth
205
Focus Partners Wealth
Massachusetts
$664K
BNP Paribas Asset Management
206
BNP Paribas Asset Management
France
$646K
CFO
207
Callan Family Office
Pennsylvania
$642K
Pacer Advisors
208
Pacer Advisors
Pennsylvania
$612K
M&T Bank
209
M&T Bank
New York
$609K
JIC
210
Johnson Investment Counsel
Ohio
$595K
IPW
211
Impact Partnership Wealth
Georgia
$590K
VCA
212
Verdence Capital Advisors
Maryland
$585K
CIS
213
Custom Index Systems
New York
$571K
II
214
Inspire Investing
Idaho
$569K
RPCONE
215
Retirement Planning Company of New England
Rhode Island
$536K
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$535K
VI
217
Versor Investments
New York
$526K
PCA
218
Pallas Capital Advisors
Massachusetts
$525K
KF
219
Krilogy Financial
Missouri
$518K
DekaBank Deutsche Girozentrale
220
DekaBank Deutsche Girozentrale
Germany
$517K
X
221
Xponance
Pennsylvania
$513K
EAM
222
Eukles Asset Management
Ohio
$511K
Mitsubishi UFJ Trust & Banking
223
Mitsubishi UFJ Trust & Banking
Japan
$491K
CAM
224
Clark Asset Management
New Hampshire
$486K
SI
225
Stephens Inc
Arkansas
$486K