Who Owns WEX Inc. (WEX)?Hedge Fund & Institutional Holders

$160.18-0.15 (-0.09%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

1.1538029533694548e+286%

QoQ Change in Holders

+8 / -2

Price History

$113.47$138.75$164.02$189.29$214.57Sep 24Jun 25Mar 26

WEX — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
FMR LLCIncreased+73K+$168.8B
AQR CAPITAL MANAGEMENT LLCIncreased+790K+$115.3B
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MANew Position+408K+$63.9B
FEDERATED HERMES, INC.New Position+349K+$50.0B
M&T BANK CORPNew Position+189K+$43.3B
PAR CAPITAL MANAGEMENT INCIncreased+401K+$43.3B
NEW SOUTH CAPITAL MANAGEMENT INCIncreased+231K+$34.1B
RICE HALL JAMES & ASSOCIATES, LLCNew Position+174K+$25.9B
SNYDER CAPITAL MANAGEMENT L PIncreased+173K+$24.2B
NEW YORK STATE COMMON RETIREMENT FUNDNew Position+121K+$18.0B
Boston PartnersIncreased+174K+$13.3B
Point72 Asset Management, L.P.Increased+78K+$11.0B
PRINCIPAL FINANCIAL GROUP INCNew Position+74K+$11.0B
Retirement Systems of AlabamaNew Position+68K+$10.1B
NOMURA HOLDINGS INCNew Position+68K+$10.0B

WEX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CITADEL ADVISORS LLCClosed Position-870K-$137.0B
Turtle Creek Asset Management Inc.Decreased-170K-$30.4B
LYRICAL ASSET MANAGEMENT LPDecreased-56K-$15.5B
JPMORGAN CHASE & CODecreased-40K-$11.9B
EARNEST PARTNERS LLCDecreased-18K-$10.5B
WELLINGTON MANAGEMENT GROUP LLPDecreased-41K-$10.3B
Freestone Grove Partners LPClosed Position-57K-$9.0B
River Road Asset Management, LLCDecreased-12K-$8.5B
BARCLAYS PLCDecreased-43K-$7.5B
Neuberger Berman Group LLCDecreased-15K-$5.3B
PRIMECAP MANAGEMENT CO/CA/Decreased-19K-$4.8B
Empowered Funds, LLCDecreased-28K-$4.6B
UBS Group AGDecreased-4K-$4.4B
LPL Financial LLCDecreased-3K-$4.4B
Gotham Asset Management, LLCDecreased-4K-$3.7B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1JANUS HENDERSON GROUP PLC3,654,023$544.0B0.24%Share
2PAR CAPITAL MANAGEMENT INC2,252,000$335.0B8.86%Share
3Impactive Capital LP2,195,253$327.0B20.82%Share
4Boston Partners1,136,217$169.0B0.17%Share
5FMR LLC954,400$142.0B0.01%Share
6EARNEST PARTNERS LLC889,664$132.5B0.57%Share
7AQR CAPITAL MANAGEMENT LLC877,724$130.0B0.07%Share
8River Road Asset Management, LLC776,008$115.6B1.27%Share
9LYRICAL ASSET MANAGEMENT LP773,908$115.3B1.51%Share
10DIMENSIONAL FUND ADVISORS LP631,536$94.0B0.02%Share
11BANK OF AMERICA CORP /DE/576,918$85.0B0.01%Share
12SEI INVESTMENTS CO547,244$81.0B0.08%Share
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC445,585$66.0B0.01%Share
14UBS Group AG426,457$63.5B0.01%Share
15LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA403,903$63.3B0.57%Share
16Turtle Creek Asset Management Inc.422,412$62.9B2.77%Share
17HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC381,331$56.8B0.17%Share
18SNYDER CAPITAL MANAGEMENT L P348,166$51.9B0.97%Share
19ARIEL INVESTMENTS, LLC287,239$42.8B0.46%Share
20JPMORGAN CHASE & CO276,218$41.0B0.00%Share
21NEW SOUTH CAPITAL MANAGEMENT INC268,023$39.9B1.84%Share
22Gotham Asset Management, LLC267,438$39.0B0.14%Share
23FEDERATED HERMES, INC.264,409$39.0B0.07%Share
24Boston Partners255,463$38.0B0.04%Share
25NORTHERN TRUST CORP240,175$35.0B0.00%Share
26GOLDMAN SACHS GROUP INC230,428$34.0B0.00%Share
27LAKEWOOD CAPITAL MANAGEMENT, LP227,968$34.0B2.25%Share
28PRIMECAP MANAGEMENT CO/CA/214,560$32.0B0.02%Share
29Neuberger Berman Group LLC214,453$31.0B0.02%Share
30JANUS HENDERSON GROUP PLC185,368$27.0B0.01%Share
31RICE HALL JAMES & ASSOCIATES, LLC174,138$25.9B1.43%Share
32LOOMIS SAYLES & CO L P162,138$24.0B0.03%Share
33FMR LLC139,972$20.0B0.00%Share
34NEW YORK STATE COMMON RETIREMENT FUND121,272$18.0B0.02%Share
35Point72 Asset Management, L.P.122,827$18.0B0.02%Share
36WELLINGTON MANAGEMENT GROUP LLP122,777$18.0B0.00%Share
37M&T BANK CORP73,366$17.0B0.05%Share
38M&T BANK CORP64,935$15.0B0.05%Share
39BANK OF AMERICA CORP /DE/101,171$15.0B0.00%Share
40RHUMBLINE ADVISERS104,215$15.0B0.01%Share
41WELLINGTON MANAGEMENT GROUP LLP97,256$14.0B0.00%Share
42Capital World Investors95,813$14.0B0.00%Share
43Incline Global Management LLC91,384$13.6B4.65%Share
44Nuveen, LLC76,994$11.0B0.00%Share
45FEDERATED HERMES, INC.79,117$11.0B0.02%Share
46PRINCIPAL FINANCIAL GROUP INC72,798$10.8B0.01%Share
47Retirement Systems of Alabama68,053$10.1B0.03%Share
48CenterBook Partners LP70,834$10.0B0.49%Share
49MILLENNIUM MANAGEMENT LLC68,942$10.0B0.00%Share
50RAYMOND JAMES FINANCIAL INC71,830$10.0B0.00%Share

WEX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025425$3.7T+153
Q3 2025272$3.4T-50
Q2 2025322$3.1T-94
Q1 2025416$4.9T+19
Q4 2024397$7.8T+61
Q3 2024336$160.7T-15
Q2 2024351$229.8T+33
Q1 2024318$214.2T—

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As of Q4 2025, 50 institutional investors hold WEX (WEX Inc.). The largest holder is JANUS HENDERSON GROUP PLC with $544.0B in shares. This quarter, 8 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own WEX?

As of Q4 2025, 50 institutional investors report holding WEX (WEX Inc.) in their 13F filings.

Who is the largest institutional holder of WEX?

The largest institutional holder of WEX is JANUS HENDERSON GROUP PLC with $544.0B in shares.

Is institutional ownership of WEX increasing or decreasing?

This quarter, 8 institutions opened new positions in WEX and 2 closed their positions.