We are live on ! Find out more
WERN icon

Werner Enterprises

256 hedge funds and large institutions have $2.18B invested in Werner Enterprises in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 72 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 72

26% more call options, than puts

Call options by funds: $277K | Put options by funds: $219K

4.3% more ownership

Funds ownership: 93.76%98.07% (+4.3%)

8% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 37

0% more funds holding

Funds holding: 255256 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less capital invested

Capital invested by funds: $2.24B → $2.18B (-$61.3M)

Holders
256
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
40
Increased
104
Reduced
72
Closed
37
Calls
$277K
Puts
$219K
Net Calls
+$58K
Net Calls Change
-$300K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
251
Allworth Financial
California
$412
AssetMark Inc
252
AssetMark Inc
California
$395
CPG
253
Cornerstone Planning Group
New Jersey
$344
GFPC
254
Global Financial Private Client
Florida
$144 +$153 +4 New
PWM
255
Parkworth Wealth Management
California
$144 +$153 +4 New
CAWM
256
Capital A Wealth Management
Pennsylvania
$72 +$77 +2 New
SS
257
SBI Securities
Japan
$36 +$38 +1 New
HF
258
HRT Financial
New York
-$3.53M -91,604 Closed
MWM
259
Moran Wealth Management
Florida
-$1.96M -50,901 Closed
TI
260
Trexquant Investment
Connecticut
-$1.81M -46,793 Closed
WAM
261
Weiss Asset Management
Massachusetts
-$1.41M -36,496 Closed
Capital Fund Management (CFM)
262
Capital Fund Management (CFM)
France
-$1.12M -29,114 Closed
DLHL
263
Donald L. Hagan LLC
Florida
-$554K -14,361 Closed
PP
264
Paloma Partners
Connecticut
-$495K -12,817 Closed
FC
265
FORA Capital
Florida
-$380K -9,840 Closed
Renaissance Technologies
266
Renaissance Technologies
New York
-$315K -8,163 Closed
WIM
267
WealthPlan Investment Management
Nebraska
-$288K -7,461 Closed
CAPTRUST Financial Advisors
268
CAPTRUST Financial Advisors
North Carolina
-$264K -6,829 Closed
BHCM
269
Brevan Howard Capital Management
Jersey
-$225K -5,834 Closed
Mercer Global Advisors
270
Mercer Global Advisors
Colorado
-$214K -5,719 Closed
Cerity Partners
271
Cerity Partners
New York
-$216K -5,610 Closed
QCM
272
QRG Capital Management
Illinois
-$210K -5,442 Closed
SRL
273
Scientech Research LLC
New Jersey
-$206K -5,351 Closed
Corient Private Wealth
274
Corient Private Wealth
Florida
-$205K -5,311 Closed
EI
275
Ethic Inc
New York
-$208K -5,305 Closed

WERN Hedge Fund Activity: Q4 2024 in Review

256 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Werner Enterprises (WERN) for Q4 2024, worth a combined $2.18B — down 2.7% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WERN positions and 37 closed out — a net gain of 3 holders — while 104 added to existing stakes and 72 trimmed.

The largest buyer was Maple Rock Capital Partners, opening a new position worth an estimated $37.6M. The largest seller was Nuance Investments, cutting an estimated $12.7M.

  • 256 institutional investors held Werner Enterprises (WERN) as of Q4 2024, up from 255 in Q3 2024.
  • Funds reported $2.18B of Werner Enterprises stock for Q4 2024, down 2.7% quarter-over-quarter.
  • 40 funds opened new Werner Enterprises positions in Q4 2024 and 37 closed out, a net change of +3 holders.
  • The largest Werner Enterprises buyer in Q4 2024 was Maple Rock Capital Partners, an estimated $37.6M added.
  • The largest Werner Enterprises seller in Q4 2024 was Nuance Investments, an estimated $12.7M sold.

Based on aggregated 13F filings for Q4 2024.