419 hedge funds and large institutions have $6.12B invested in WEX in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 118 increasing their positions, 170 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-7
Holders Change %
-1.64%
% of All Funds
5.69%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
70
Increased
118
Reduced
170
Closed
69
Calls
$83M
Puts
$215M
Net Calls
-$132M
Net Calls Change
-$221M
Name Holding Trade Value Shares
Change
Shares
Change %
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$620M -$6.28M -40,649 -1%
BlackRock
2
BlackRock
New York
$514M -$54.9M -349,610 -10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$509M -$84.4M -537,470 -14%
Morgan Stanley
4
Morgan Stanley
New York
$383M +$38.1M +242,342 +11%
IC
5
Impactive Capital
New York
$378M +$46M +292,954 +14%
PCM
6
PAR Capital Management
Massachusetts
$291M +$78.5K +500 +0%
State Street
7
State Street
Massachusetts
$183M -$12.3M -78,483 -6%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$168M -$154M -978,510 -48%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$161M -$23.5M -149,681 -13%
EARNEST Partners
10
EARNEST Partners
Georgia
$141M +$3.56M +22,672 +3%
LAM
11
Lyrical Asset Management
New York
$130M +$432K +2,754 +0.3%
Bank of America
12
Bank of America
North Carolina
$116M +$10.9M +69,249 +10%
RRAM
13
River Road Asset Management
Kentucky
$104M -$10.3M -65,644 -9%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$102M -$4.29M -27,327 -4%
LWCFA
15
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$100M -$11.3M -89,638 -10%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$99.1M +$98.6M +635,450 +20,413%
Barclays
17
Barclays
United Kingdom
$99M +$93.7M +596,497 +1,751%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$96.5M +$96.5M +614,675 New
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$96.3M +$1.69M +10,784 +2%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$84.7M -$45.5M -289,530 -35%
SEI Investments
21
SEI Investments
Pennsylvania
$74.5M -$1.11M -7,047 -1%
Millennium Management
22
Millennium Management
New York
$64.8M +$56.2M +357,842 +653%
AI
23
Ariel Investments
Illinois
$64.7M +$14.8M +93,975 +30%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$59.9M +$26.6M +169,137 +80%
Federated Hermes
25
Federated Hermes
Pennsylvania
$59.2M -$4.08M -26,013 -6%