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429 hedge funds and large institutions have $5.92B invested in WEX in 2026 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 174 increasing their positions, 120 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 120

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 59

3% more capital invested

Capital invested by funds: $5.73B → $5.92B (+$187M)

0.48% more ownership

Funds ownership: 112.22%112.7% (+0.48%)

0% more funds holding

Funds holding: 427429 (+2)

94% less call options, than puts

Call options by funds: $4.62M | Put options by funds: $72.1M

Holders
429
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
5.28%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
69
Increased
174
Reduced
120
Closed
59
Calls
$4.62M
Puts
$72.1M
Net Calls
-$67.5M
Net Calls Change
-$69.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
201
TradeLink Capital
Illinois
$656K +$641K +4,104 New
TI
202
Tidal Investments
Wisconsin
$647K -$178K -1,138 -21%
Bank of Nova Scotia
203
Bank of Nova Scotia
Ontario, Canada
$643K +$656K +4,200 New
II
204
Inspire Investing
Idaho
$634K +$50.2K +321 +8%
BST
205
Bath Savings Trust
Maine
$630K -$77.4K -495 -11%
Janney Montgomery Scott
206
Janney Montgomery Scott
Pennsylvania
$620K +$633K +4,051 New
Pacer Advisors
207
Pacer Advisors
Pennsylvania
$605K -$23.8K -152 -4%
IIM
208
INTECH Investment Management
Florida
$590K -$1.4M -8,955 -70%
Truist Financial
209
Truist Financial
North Carolina
$582K +$184K +1,174 +45%
P
210
&Partners
Tennessee
$570K +$124K +796 +27%
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$569K -$138K -882 -19%
CIS
212
Custom Index Systems
New York
$558K -$29.5K -189 -5%
RPCONE
213
Retirement Planning Company of New England
Rhode Island
$555K +$4.69K +30 +0.8%
PCA
214
Pallas Capital Advisors
Massachusetts
$550K +$11.4K +73 +2%
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$550K
Pathstone Holdings
216
Pathstone Holdings
New Jersey
$540K +$79.1K +506 +17%
CL
217
Choreo LLC
Illinois
$520K +$62.2K +398 +13%
FPAS
218
Focus Partners Advisor Solutions
Missouri
$518K +$529K +3,384 New
CRC
219
Curi RMB Capital
Illinois
$507K +$110K +706 +27%
CAM
220
Clark Asset Management
New Hampshire
$500K
Teacher Retirement System of Texas
221
Teacher Retirement System of Texas
Texas
$487K +$66.9K +428 +16%
GAG
222
GM Advisory Group
New York
$486K
XT
223
XTX Topco
Cayman Islands
$476K -$969K -6,202 -67%
M&T Bank
224
M&T Bank
New York
$474K -$155K -989 -24%
CBU
225
CIBC Bancorp USA
Illinois
$471K +$481K +3,077 New