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429 hedge funds and large institutions have $5.92B invested in WEX in 2026 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 174 increasing their positions, 120 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 120

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 59

3% more capital invested

Capital invested by funds: $5.73B → $5.92B (+$187M)

0.48% more ownership

Funds ownership: 112.22%112.7% (+0.48%)

0% more funds holding

Funds holding: 427429 (+2)

94% less call options, than puts

Call options by funds: $4.62M | Put options by funds: $72.1M

Holders
429
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
5.28%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
69
Increased
174
Reduced
120
Closed
59
Calls
$4.62M
Puts
$72.1M
Net Calls
-$67.5M
Net Calls Change
-$69.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$599M +$6.88M +44,031 +1%
BlackRock
2
BlackRock
New York
$475M +$7.3M +46,682 +2%
PCM
3
PAR Capital Management
Massachusetts
$345M +$466K +2,984 +0.1%
Morgan Stanley
4
Morgan Stanley
New York
$321M -$1.69M -10,840 -0.5%
IC
5
Impactive Capital
New York
$261M -$76.3M -488,000 -22%
Boston Partners
6
Boston Partners
Massachusetts
$254M +$33.3M +213,331 +15%
VCM
7
Vanguard Capital Management
Pennsylvania
$236M +$241M +1,542,446 New
VPM
8
Vanguard Portfolio Management
Pennsylvania
$227M +$232M +1,483,603 New
AQR Capital Management
9
AQR Capital Management
Connecticut
$200M +$65M +415,641 +47%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$188M +$12.3M +78,778 +7%
State Street
11
State Street
Massachusetts
$167M +$4.63M +29,637 +3%
EARNEST Partners
12
EARNEST Partners
Georgia
$135M -$1.04M -6,659 -0.7%
Bank of America
13
Bank of America
North Carolina
$126M +$15.4M +98,524 +14%
LAM
14
Lyrical Asset Management
New York
$116M -$2.03M -12,972 -2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$105M -$238K -1,520 -0.2%
TCAM
16
Turtle Creek Asset Management
Ontario, Canada
$102M +$38.6M +246,923 +58%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$100M +$2.64M +16,880 +3%
SEI Investments
18
SEI Investments
Pennsylvania
$91.5M +$7.48M +47,825 +9%
Charles Schwab
19
Charles Schwab
California
$73.2M +$5.15M +32,968 +7%
RRAM
20
River Road Asset Management
Kentucky
$72.9M -$46.9M -299,931 -39%
LWCFA
21
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$59.8M -$5.14M -32,905 -8%
GAM
22
Gotham Asset Management
New York
$57.4M +$16.8M +107,610 +40%
SCM
23
Snyder Capital Management
California
$56.7M +$3.52M +22,498 +6%
Federated Hermes
24
Federated Hermes
Pennsylvania
$55.5M +$2.02M +12,921 +4%
JP Morgan Chase
25
JP Morgan Chase
New York
$51.9M -$372K -2,377 -0.7%