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Werner Enterprises

238 hedge funds and large institutions have $1.68B invested in Werner Enterprises in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 93 increasing their positions, 82 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

13% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 82

2.7% more ownership

Funds ownership: 96.5%99.2% (+2.7%)

4% less capital invested

Capital invested by funds: $1.75B → $1.68B (-$70.9M)

7% less funds holding

Funds holding: 255238 (-17)

29% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 51

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.18M

Holders
238
Holders Change
-17
Holders Change %
-6.67%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
36
Increased
93
Reduced
82
Closed
51
Calls
Puts
$1.18M
Net Calls
-$1.18M
Net Calls Change
-$110K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$247M -$10.1M -369,299 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$186M -$242K -8,866 -0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$103M -$772K -28,236 -0.7%
Victory Capital Management
4
Victory Capital Management
Texas
$94.3M -$5.34M -195,412 -5%
First Trust Advisors
5
First Trust Advisors
Illinois
$79.2M +$11.6M +424,935 +17%
Macquarie Group
6
Macquarie Group
Australia
$75.4M -$14.4M -527,126 -16%
DRZID
7
DePrince Race & Zollo Inc (DRZ)
Florida
$72.6M +$13.2M +483,344 +22%
NI
8
Nuance Investments
Missouri
$70.9M -$6.66M -243,864 -9%
State Street
9
State Street
Massachusetts
$69.7M -$438K -16,026 -0.6%
American Century Companies
10
American Century Companies
Missouri
$62.4M +$3.02M +110,468 +5%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$59.1M +$58.7M +2,147,555 +19,287%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$56M +$3.55M +129,850 +7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$40.7M -$584K -21,378 -1%
Charles Schwab
14
Charles Schwab
California
$28M +$4.65M +170,028 +20%
Ameriprise
15
Ameriprise
Minnesota
$20.4M +$2.58M +94,440 +15%
Bank of America
16
Bank of America
North Carolina
$19.8M +$4.92M +180,178 +33%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$19.3M +$6.34M +232,149 +49%
Morgan Stanley
18
Morgan Stanley
New York
$17.2M +$1.08M +39,452 +7%
Northern Trust
19
Northern Trust
Illinois
$17.1M -$1.26M -46,193 -7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$16.9M +$668K +24,462 +4%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$14.4M -$4.9M -179,300 -25%
Barclays
22
Barclays
United Kingdom
$13.7M +$976K +35,736 +8%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$13M -$3.99M -146,005 -24%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$13M +$13M +474,140 New
BCM
25
Bridgeway Capital Management
Texas
$11.5M +$2.98M +109,149 +35%

WERN Hedge Fund Activity: Q2 2025 in Review

238 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Werner Enterprises (WERN) for Q2 2025, worth a combined $1.68B — down 4% from $1.75B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of WERN and 36 opened new positions — a net loss of 15 holders — while 82 trimmed existing stakes and 93 added.

The largest buyer was Fidelity Investments, adding an estimated $58.7M. The largest seller was Macquarie Group, cutting an estimated $14.4M.

  • 238 institutional investors held Werner Enterprises (WERN) as of Q2 2025, down from 255 in Q1 2025.
  • Funds reported $1.68B of Werner Enterprises stock for Q2 2025, down 4% quarter-over-quarter.
  • 36 funds opened new Werner Enterprises positions in Q2 2025 and 51 closed out, a net change of -15 holders.
  • The largest Werner Enterprises buyer in Q2 2025 was Fidelity Investments, an estimated $58.7M added.
  • The largest Werner Enterprises seller in Q2 2025 was Macquarie Group, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2025.