WEX Institutional Ownership
Who owns WEX Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 417 funds reported holding WEX at Jun 30, 2026, together owning 120.8% of the company.
- ▼180 buying vs 246 selling
- ▲Held by funds +3.1 pts
- ▼Funds holding -20
- ▲Superinvestors: 4 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 417 | 437 | −4.6% |
| In funds' top 10 | 5 | 6 | −16.7% |
| 13F shares | 39.7M | 38.7M | +2.6% |
| Held by funds | 120.8% | 117.7% | +3.1 pts |
| New positions | 63 | 60 | +5.0% |
| Increased | 117 | 174 | −32.8% |
| Reduced | 166 | 122 | +36.1% |
| Sold out | 80 | 59 | +35.6% |
| Calls (shares) | 11K | 0 | – |
| Puts (shares) | 51K | 245K | −79.2% |
| Put/call ratio | 4.82 | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in WEX
All superinvestors →
Who owns WEX
share of fund held shares- Index and passive funds25.0%
- Active managers and hedge funds60.5%
- Banks and brokers11.8%
- Pensions, insurers and other2.6%
The top 10 holders own 51.4% of all WEX shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
107 funds changed their position- CenterBook Partners LPTrimmed−55K sh
- BI Asset Management Fondsmaeglerselskab A/STrimmed−52K sh
- Loring Wolcott & Coolidge Fiduciary Advisors Llp/maTrimmed−47K sh
- VIRGINIA RETIREMENT SYSTEMS ET AlTrimmed−26K sh
- Crossmark Global Holdings, Inc.Trimmed−25K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Jupiter Topco LLC | 12.07% | 4M | $560M | – |
| 2 | BlackRock, Inc. | 9.64% | 3.2M | $447M | +62K |
| 3 | Par Capital Management Inc | 6.86% | 2.3M | $318M | 0 |
| 4 | Morgan Stanley | 5.93% | 1.9M | $275M | −151K |
| 5 | Fmr LLC | 5.48% | 1.8M | $254M | +576K |
| 6 | Impactive Capital LP | 5.19% | 1.7M | $241M | 0 |
| 7 | Vanguard Capital Management LLC | 4.61% | 1.5M | $214M | −29K |
| 8 | Boston Partners | 4.54% | 1.5M | $211M | −168K |
| 9 | Vanguard Portfolio Management LLC | 4.35% | 1.4M | $202M | −53K |
| 10 | State Street Corp | 3.45% | 1.1M | $160M | +42K |
- Fmr LLC+576K sh+$81.3M
- Norges Bank+365K sh+$51.5M
- Capital World Investors+336K sh+$47.5M
- Citadel Advisors LLC+308K sh+$43.4M
- New South Capital Management Inc+196K sh+$27.6M
- Meridiem Capital Partners LP+161K sh+$22.7M
- Incline Global Management LLC+159K sh+$22.5M
- Hotchkis & Wiley Capital Management LLC+150K sh+$21.2M
- AQR Capital Management LLC−1.2M sh−$159M
- SG Capital Management LLC−303K sh−$46.4M
- Balyasny Asset Management L.P.−232K sh−$35.5M
- Longaeva Partners L.P.−161K sh−$24.7M
- Boston Partners−168K sh−$23.7M
- Morgan Stanley−151K sh−$21.3M
- Ieq Capital, LLC−108K sh−$16.5M
- Primecap Management Co/ca/−62K sh−$8.8M
WEX institutional ownership FAQ
Who owns the most WEX stock?
In Q2 2026 13F filings the largest holder of WEX was Jupiter Topco LLC, followed by BlackRock, Inc. and Par Capital Management Inc. Index fund managers are usually the biggest holders of large companies.
What percentage of WEX is owned by institutions?
Funds that file 13F reports held 120.8% of WEX's shares at Jun 30, 2026, compared with 117.7% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying WEX?
In Q2 2026, 180 funds bought WEX (63 of them new positions) and 246 sold (80 sold out completely). Among well known investors, 4 added and 1 cut. Our fund sentiment for WEX is neutral.
What is WEX's institutional put/call ratio?
Funds reported $7.2M of WEX puts against $1.5M of calls, a put/call ratio of 4.82. Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this WEX ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.