Diamond Hill
DHIL
DHIL was delisted on the 21st of April, 2026.
139 hedge funds and large institutions have $259M invested in Diamond Hill in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 57 reducing their positions, and 17 closing their positions.
6% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 17
1% more funds holding
Funds holding: 138 → 139 (+1)
1.95% less ownership
Funds ownership: 66.85% → 64.9% (-2%)
8% less capital invested
Capital invested by funds: $282M → $259M (-$23.4M)
11% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$3.5M |
| 2 |
Millennium Management
New York
|
+$2.95M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.02M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$1.44M |
| 5 |
Two Sigma Investments
New York
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$4.28M |
| 2 |
BlackRock
New York
|
-$1.99M |
| 3 |
EWM
Evergreen Wealth Management
Williamston,
Michigan
|
-$1.86M |
| 4 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
-$1.48M |
| 5 |
State Street
Boston,
Massachusetts
|
-$1.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VWM
151
Venturi Wealth Management
Austin,
Texas
| – | -$7.29K | -47 | Closed |
|
|
TWD
152
True Wealth Design
Akron,
Ohio
| – | -$776 | -5 | Closed |
|
|
IA
153
IFP Advisors
Tampa,
Florida
| – | -$155 | -1 | Closed |
|
|
AW
154
Avion Wealth
The Woodlands,
Texas
| – | +$443 | +3 | New |
|
155
Bessemer Group
Woodbridge,
New Jersey
| – | +$443 | +3 | New |
|
|
C
156
Covestor
London,
United Kingdom
| – | +$443 | +3 | New |
|
DHIL Hedge Fund Activity: Q1 2025 in Review
139 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Diamond Hill (DHIL) for Q1 2025, worth a combined $259M — down 8.3% from $282M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new DHIL positions and 17 closed out — a net gain of 1 holder — while 51 added to existing stakes and 57 trimmed.
The largest buyer was Concurrent Investment Advisors, opening a new position worth an estimated $3.5M. The largest seller was Punch & Associates Investment Management, cutting an estimated $4.28M.
- 139 institutional investors held Diamond Hill (DHIL) as of Q1 2025, up from 138 in Q4 2024.
- Funds reported $259M of Diamond Hill stock for Q1 2025, down 8.3% quarter-over-quarter.
- 18 funds opened new Diamond Hill positions in Q1 2025 and 17 closed out, a net change of +1 holder.
- The largest Diamond Hill buyer in Q1 2025 was Concurrent Investment Advisors, an estimated $3.5M added.
- The largest Diamond Hill seller in Q1 2025 was Punch & Associates Investment Management, an estimated $4.28M sold.
Based on aggregated 13F filings for Q1 2025.