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427 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

90% more call options, than puts

Call options by funds: $4.95M | Put options by funds: $2.61M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 391427 (+36)

2.04% more ownership

Funds ownership: 110.18%112.22% (+2%)

4% less capital invested

Capital invested by funds: $5.95B → $5.73B (-$215M)

13% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 149

Holders
427
Holders Change
+36
Holders Change %
+9.21%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
79
Increased
129
Reduced
149
Closed
38
Calls
$4.95M
Puts
$2.61M
Net Calls
+$2.34M
Net Calls Change
+$764K
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$577M +$1.05M +6,960 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$480M -$6.01M -39,910 -1%
BlackRock
3
BlackRock
New York
$456M +$365K +2,424 +0.1%
PCM
4
PAR Capital Management
Massachusetts
$336M +$60.3M +400,500 +22%
IC
5
Impactive Capital
New York
$327M
Morgan Stanley
6
Morgan Stanley
New York
$315M -$93.5M -620,574 -23%
Boston Partners
7
Boston Partners
Massachusetts
$216M +$26.2M +174,079 +14%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$171M +$11.1M +73,465 +7%
State Street
9
State Street
Massachusetts
$158M -$1.49M -9,881 -0.9%
AQR Capital Management
10
AQR Capital Management
Connecticut
$133M +$119M +790,271 +794%
EARNEST Partners
11
EARNEST Partners
Georgia
$133M -$2.73M -18,139 -2%
RRAM
12
River Road Asset Management
Kentucky
$116M -$1.81M -12,033 -2%
LAM
13
Lyrical Asset Management
New York
$115M -$8.5M -56,441 -7%
Bank of America
14
Bank of America
North Carolina
$108M -$23.2M -153,876 -18%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$102M +$6.76M +44,842 +7%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$95.2M +$1.05M +6,971 +1%
SEI Investments
17
SEI Investments
Pennsylvania
$81.9M +$7.99M +53,040 +11%
HRCM
18
Hawk Ridge Capital Management
California
$67.7M +$1.22M +8,100 +2%
Charles Schwab
19
Charles Schwab
California
$66.4M +$1.71M +11,367 +3%
UBS Group
20
UBS Group
Switzerland
$64M -$651K -4,320 -1%
LWCFA
21
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$63.9M -$10.2M -67,412 -14%
TCAM
22
Turtle Creek Asset Management
Ontario, Canada
$62.9M -$25.6M -169,788 -29%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$56.8M +$5.2M +34,509 +10%
Federated Hermes
24
Federated Hermes
Pennsylvania
$52.1M -$6.45M -42,829 -11%
SCM
25
Snyder Capital Management
California
$51.9M +$26M +172,739 +98%