WEX
425 hedge funds and large institutions have $6.18B invested in WEX in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 118 increasing their positions, 174 reducing their positions, and 70 closing their positions.
0.84% more ownership
Funds ownership: 101.19% → 102.04% (+0.84%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 70
2% less funds holding
Funds holding: 432 → 425 (-7)
12% less capital inflows, than outflows
Capital inflows: $883M | Capital outflows: $999M
32% less repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 174
61% less call options, than puts
Call options by funds: $83M | Put options by funds: $215M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
+$105M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$101M |
| 3 |
Barclays
London,
United Kingdom
|
+$98.2M |
| 4 |
Millennium Management
New York
|
+$58.9M |
| 5 |
Impactive Capital
New York City,
New York
|
+$48.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$161M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$106M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$88.5M |
| 4 |
BlackRock
New York
|
-$57.6M |
| 5 |
Premier Fund Managers
Guildford,
United Kingdom
|
-$51.2M |
WEX Hedge Fund Activity: Q1 2025 in Review
425 of the 7,487 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q1 2025, worth a combined $6.18B — down 12% from $7.06B a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of WEX and 69 opened new positions — a net loss of 1 holder — while 174 trimmed existing stakes and 118 added.
The largest buyer was HSBC Holdings, adding an estimated $105M. The largest seller was JP Morgan Chase, cutting an estimated $161M.
- 425 institutional investors held WEX (WEX) as of Q1 2025, down from 432 in Q4 2024.
- Funds reported $6.18B of WEX stock for Q1 2025, down 12% quarter-over-quarter.
- 69 funds opened new WEX positions in Q1 2025 and 70 closed out, a net change of -1 holder.
- The largest WEX buyer in Q1 2025 was HSBC Holdings, an estimated $105M added.
- The largest WEX seller in Q1 2025 was JP Morgan Chase, an estimated $161M sold.
Based on aggregated 13F filings for Q1 2025.