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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 %
UB
201
UMB Bank
Missouri
$3.09K -$1.4K -51 -31%
Optiver Holding
202
Optiver Holding
Netherlands
$3.04K -$1.45K -53 -32%
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$3K – – –
PWMG
204
Private Wealth Management Group
New Jersey
$2.74K +$1.83K +67 +203%
CPG
205
Cornerstone Planning Group
New Jersey
$2.59K +$2.59K +94 New
RTL
206
Red Tortoise LLC
Georgia
$2.27K +$2.27K +83 New
HWM
207
Hemington Wealth Management
Virginia
$2K +$565 +24 +39%
AAP
208
Arax Advisory Partners
Colorado
$1.92K +$1.92K +70 New
Jones Financial Companies
209
Jones Financial Companies
Missouri
$1.72K +$1.72K +62 New
SAM
210
Smartleaf Asset Management
Massachusetts
$1.71K -$2.59K -94 -60%
FFO
211
Fortitude Family Office
Arizona
$1.15K +$1.15K +42 New
TWD
212
True Wealth Design
Ohio
$931 -$246 -9 -21%
LFG
213
Larson Financial Group
Missouri
$876 +$876 +32 New
TPWA
214
Twin Peaks Wealth Advisors
California
$854 +$854 +31 New
GWM
215
Geneos Wealth Management
Colorado
$821 +$821 +30 New
JWA
216
JFS Wealth Advisors
Pennsylvania
$739 -$1.15K -42 -61%
RAM
217
Riggs Asset Management
Pennsylvania
$739 +$739 +27 New
RIL
218
Rothschild Investment LLC
Illinois
$684 -$2.33K -85 -77%
SO
219
Sierra Ocean
California
$657 – – –
PFBT
220
Parkside Financial Bank & Trust
Missouri
$548 -$274 -10 -33%
SC
221
Stephens Consulting
Michigan
$548 +$137 +5 +33%
Pacer Advisors
222
Pacer Advisors
Pennsylvania
$547 -$520 -19 -49%
PWA
223
Physician Wealth Advisors
Utah
$520 -$383 -14 -42%
DPW
224
DiNuzzo Private Wealth
Pennsylvania
$493 +$137 +5 +38%
RCM
225
Raleigh Capital Management
North Carolina
$385 – – –
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9
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