DHIL icon

Diamond Hill

137 hedge funds and large institutions have $270M invested in Diamond Hill in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
126
Cornerstone Planning Group
New Jersey
$1.99K
TWD
127
True Wealth Design
Ohio
$1.96K
PWA
128
Physician Wealth Advisors
Utah
$1.82K
FFA
129
Farther Finance Advisors
California
$1.26K
PWMG
130
Private Wealth Management Group
New Jersey
$1.12K
GI
131
GAMMA Investing
California
$980
MPWT
132
MassMutual Private Wealth & Trust
Connecticut
$840
RIL
133
Rothschild Investment LLC
Illinois
$840
TIM
134
Tortoise Investment Management
New York
$420
HI
135
Harbour Investments
Wisconsin
$420
SS
136
Sunbelt Securities
Texas
$420
EWM
137
Evergreen Wealth Management
Michigan
Lazard Asset Management
138
Lazard Asset Management
New York
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
EGM
140
Engineers Gate Manager
New York
II
141
Inspire Investing
Idaho
State of Tennessee, Department of Treasury
142
State of Tennessee, Department of Treasury
Tennessee
NRD
143
Nebula Research & Development
New York
CC
144
Centiva Capital
New York
OQS
145
Occudo Quantitative Strategies
Florida
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
AG
147
Algert Global
California
State Board of Administration of Florida Retirement System
148
State Board of Administration of Florida Retirement System
Florida
Raymond James Financial
149
Raymond James Financial
Florida
CFD
150
Creative Financial Designs
Indiana