WEX
386 hedge funds and large institutions have $5.6B invested in WEX in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 120 increasing their positions, 158 reducing their positions, and 89 closing their positions.
123% more call options, than puts
Call options by funds: $3.83M | Put options by funds: $1.72M
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
9.03% more ownership
Funds ownership: 102.04% → 111.06% (+9%)
9% less funds holding
Funds holding: 423 → 386 (-37)
9% less capital invested
Capital invested by funds: $6.18B → $5.6B (-$578M)
24% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 158
37% less first-time investments, than exits
New positions opened: 56 | Existing positions closed: 89
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$170M |
| 2 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
+$48.8M |
| 3 |
Morgan Stanley
New York
|
+$32.8M |
| 4 |
LCM
Lakewood Capital Management
New York
|
+$23.9M |
| 5 |
JPM
JANA Partners Management
New York
|
+$22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$96.5M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
-$85M |
| 3 |
Millennium Management
New York
|
-$46.3M |
| 4 |
Barclays
London,
United Kingdom
|
-$45.6M |
| 5 |
Jane Street
New York
|
-$33.1M |
WEX Hedge Fund Activity: Q2 2025 in Review
386 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q2 2025, worth a combined $5.6B — down 9.4% from $6.18B a quarter earlier.
Sellers outnumbered buyers: 89 funds closed out of WEX and 56 opened new positions — a net loss of 33 holders — while 158 trimmed existing stakes and 120 added.
The largest buyer was Boston Partners, opening a new position worth an estimated $170M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $96.5M sold.
- 386 institutional investors held WEX (WEX) as of Q2 2025, down from 423 in Q1 2025.
- Funds reported $5.6B of WEX stock for Q2 2025, down 9.4% quarter-over-quarter.
- 56 funds opened new WEX positions in Q2 2025 and 89 closed out, a net change of -33 holders.
- The largest WEX buyer in Q2 2025 was Boston Partners, an estimated $170M added.
- The largest WEX seller in Q2 2025 was Balyasny Asset Management, an estimated $96.5M sold.
Based on aggregated 13F filings for Q2 2025.