We are live on ! Find out more
WERN icon

Werner Enterprises

220 hedge funds and large institutions have $1.93B invested in Werner Enterprises in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 74 increasing their positions, 84 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,300% more call options, than puts

Call options by funds: $222K | Put options by funds: $3K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

24% more capital invested

Capital invested by funds: $1.56B → $1.93B (+$367M)

8.16% more ownership

Funds ownership: 99.09%107.25% (+8.2%)

9% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 47

3% less funds holding

Funds holding: 226220 (-6)

12% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 84

Holders
220
Holders Change
-6
Holders Change %
-2.65%
% of All Funds
2.68%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
43
Increased
74
Reduced
84
Closed
47
Calls
$222K
Puts
$3K
Net Calls
+$219K
Net Calls Change
+$275K
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
201
Arax Advisory Partners
Colorado
$2.67K +$2.44K +89 New
PWMG
202
Private Wealth Management Group
New Jersey
$2.31K -$632 -23 -23%
BBHC
203
Brown Brothers Harriman & Co
New York
$2.31K +$2.12K +77 New
IA
204
IFP Advisors
Florida
$2.25K +$220 +8 +12%
GFA
205
Godfrey Financial Associates
New York
$1.53K +$1.4K +51 New
TFA
206
Transamerica Financial Advisors
Florida
$1.02K
PWA
207
Physician Wealth Advisors
Utah
$571 -$1.02K -37 -66%
FC
208
Financial Consulate
Maryland
$511
KG
209
Kilter Group
New York
$391 +$357 +13 New
GWM
210
Gilpin Wealth Management
Colorado
$361 +$330 +12 New
EP
211
Essential Partners
California
$330 -$1.13K -41 -79%
SWM
212
SHP Wealth Management
Massachusetts
$307 +$275 +10 New
BGAI
213
Bruce G. Allen Investments
Colorado
$180 +$165 +6 New
EPG
214
Estate Planners Group
Pennsylvania
$90 +$82 +3 New
RFP
215
Root Financial Partners
California
$60 -$5.25K -191 -99%
SS
216
Sunbelt Securities
Texas
$60 +$55 +2 New
DF
217
Dunhill Financial
United Kingdom
$31 +$27 +1 New
SS
218
SBI Securities
Japan
$30 -$220 -8 -89%
HNB
219
Huntington National Bank
Ohio
$30
TM
220
Torren Management
California
$22 +$27 +1 New
Macquarie Group
221
Macquarie Group
Australia
-$58M -2,204,819 Closed
NIG
222
NFJ Investment Group
Texas
-$6.64M -252,306 Closed
EF
223
Empowered Funds
Pennsylvania
-$5.39M -204,828 Closed
Voloridge Investment Management
224
Voloridge Investment Management
Florida
-$4.88M -185,285 Closed
WG
225
Winton Group
United Kingdom
-$4.06M -154,320 Closed