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Werner Enterprises
WERN

Overview Fund Activity

235 hedge funds and large institutions have $1.68B invested in Werner Enterprises in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 81 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-19
Holders Change %
-7.48%
% of All Funds
3.15%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
35
Increased
93
Reduced
81
Closed
51
Calls
–
Puts
$1.18M
Net Calls
-$1.18M
Net Calls Change
-$110K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$59.1M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$72.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$13M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$79.2M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$9.58M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$75.4M
2
BlackRock
2
BlackRock
New York
$247M
3
EP
3
Edgestream Partners
New Jersey
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$5.01M
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
176
EverSource Wealth Advisors
Alabama
$28K +$7.8K +285 +39%
CIAM
177
Caitong International Asset Management
Hong Kong
$27.9K +$10.2K +373 +58%
MYIA
178
Mount Yale Investment Advisors
Colorado
$26.6K +$26.6K +973 New
BNP Paribas Asset Management
179
BNP Paribas Asset Management
France
$24K +$24K +872 New
1IA
180
1620 Investment Advisors
Massachusetts
$22K – – –
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$21.5K -$10.7K -390 -33%
BIA
182
Bell Investment Advisors
California
$20.8K +$10.9K +398 +110%
CIBC Private Wealth Group
183
CIBC Private Wealth Group
Georgia
$15.9K – – –
Barrow, Hanley, Mewhinney & Strauss
184
Barrow, Hanley, Mewhinney & Strauss
Texas
$15.2K +$6.76K +247 +80%
BIG
185
Brooklyn Investment Group
New York
$10.3K -$15.9K -582 -61%
MCM
186
MAI Capital Management
Ohio
$9.58K +$9.58K +350 New
HFS
187
Hantz Financial Services
Michigan
$9K +$3.33K +123 +59%
IA
188
IFP Advisors
Florida
$8.95K -$498 – –
ACM
189
Aster Capital Management
United Arab Emirates
$8.54K +$8.54K +312 New
Mitsubishi UFJ Asset Management
190
Mitsubishi UFJ Asset Management
Japan
$8.43K – – –
CSB
191
City State Bank
Iowa
$8.21K – – –
PAI
192
Pittenger & Anderson Inc
Nebraska
$8.21K – – –
PS
193
Principal Securities
Iowa
$8.04K -$14.7K -536 -65%
HCA
194
Harbor Capital Advisors
Illinois
$8K +$1.57K +60 +24%
Bessemer Group
195
Bessemer Group
New Jersey
$8K +$5.98K +210 +296%
NC
196
NewSquare Capital
Pennsylvania
$6.59K +$4.35K +159 +194%
BFS
197
Bare Financial Services
Pennsylvania
$5.39K +$4.43K +162 +463%
BTI
198
Blue Trust Inc
Georgia
$5.06K -$192 -7 -4%
AF
199
Allworth Financial
California
$3.78K -$930 -34 -20%
FFA
200
Farther Finance Advisors
California
$3.26K +$2.27K +83 +231%
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8
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