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429 hedge funds and large institutions have $7.06B invested in WEX in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 120 increasing their positions, 173 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,211% more call options, than puts

Call options by funds: $91.4M | Put options by funds: $2.12M

10% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 58

0% less funds holding

Funds holding: 431429 (-2)

2.31% less ownership

Funds ownership: 103.5%101.19% (-2.3%)

20% less capital invested

Capital invested by funds: $8.82B → $7.06B (-$1.76B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

31% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 173

Holders
429
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
5.65%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
64
Increased
120
Reduced
173
Closed
58
Calls
$91.4M
Puts
$2.12M
Net Calls
+$89.3M
Net Calls Change
-$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$710M -$20.9M -111,299 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$662M -$13M -69,343 -2%
BlackRock
3
BlackRock
New York
$635M -$3.65M -19,489 -0.5%
Morgan Stanley
4
Morgan Stanley
New York
$385M -$13.3M -70,696 -3%
IC
5
Impactive Capital
New York
$371M -$10.2M -54,647 -3%
JP Morgan Chase
6
JP Morgan Chase
New York
$359M +$197M +1,052,087 +106%
PCM
7
PAR Capital Management
Massachusetts
$324M
State Street
8
State Street
Massachusetts
$218M +$770K +4,106 +0.3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$206M -$71.3M -380,390 -24%
LWCFA
10
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$163M -$4.97M -26,494 -3%
EARNEST Partners
11
EARNEST Partners
Georgia
$153M +$1.65M +8,780 +1%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$145M -$333M -1,778,170 -68%
LAM
13
Lyrical Asset Management
New York
$144M +$598K +3,190 +0.4%
RRAM
14
River Road Asset Management
Kentucky
$127M +$1.01M +5,377 +0.7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$119M -$2.81M -14,966 -2%
Bank of America
16
Bank of America
North Carolina
$118M +$15.7M +83,564 +14%
Bessemer Group
17
Bessemer Group
New Jersey
$114M -$25.8M -137,423 -17%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$106M +$3.44M +18,331 +3%
SEI Investments
19
SEI Investments
Pennsylvania
$84.4M +$4.47M +23,859 +5%
Norges Bank
20
Norges Bank
Norway
$80.5M +$3.69M +19,661 +4%
Federated Hermes
21
Federated Hermes
Pennsylvania
$70.7M -$1.95M -10,406 -3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$65.6M +$5.7M +30,395 +9%
Northern Trust
23
Northern Trust
Illinois
$62.8M +$9.68M +51,617 +17%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$62.6M -$9M -48,021 -12%
AI
25
Ariel Investments
Illinois
$55.8M +$31.7M +168,832 +113%

WEX Hedge Fund Activity: Q4 2024 in Review

429 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q4 2024, worth a combined $7.06B — down 20% from $8.82B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new WEX positions and 58 closed out — a net gain of 6 holders — while 120 added to existing stakes and 173 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $197M. The largest seller was Wellington Management Group, cutting an estimated $333M.

  • 429 institutional investors held WEX (WEX) as of Q4 2024, down from 431 in Q3 2024.
  • Funds reported $7.06B of WEX stock for Q4 2024, down 20% quarter-over-quarter.
  • 64 funds opened new WEX positions in Q4 2024 and 58 closed out, a net change of +6 holders.
  • The largest WEX buyer in Q4 2024 was JP Morgan Chase, an estimated $197M added.
  • The largest WEX seller in Q4 2024 was Wellington Management Group, an estimated $333M sold.

Based on aggregated 13F filings for Q4 2024.