DHIL icon

Diamond Hill

137 hedge funds and large institutions have $258M invested in Diamond Hill in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
Holders Change %
0%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
50
Reduced
56
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
126
Allworth Financial
California
$2.32K +$773 +6 +50%
EWA
127
EverSource Wealth Advisors
Alabama
$2.29K +$2.29K +16 New
PWA
128
Physician Wealth Advisors
Utah
$1.86K +$1.86K +13 New
CCM
129
Coldstream Capital Management
Washington
$1.43K +$1.43K +10 New
SCM
130
Sterling Capital Management
North Carolina
$1.29K -$857 -6 -40%
MPWT
131
MassMutual Private Wealth & Trust
Connecticut
$1.14K -$572 -4 -33%
BTI
132
Blue Trust Inc
Georgia
$1.14K
SW
133
SVB Wealth
Massachusetts
$429 +$429 +3 New
AAP
134
Arax Advisory Partners
Colorado
$286
UBS AM
135
UBS AM
Illinois
-$936K -6,032 Closed
Swiss National Bank
136
Swiss National Bank
Switzerland
-$846K -5,454 Closed
Assenagon Asset Management
137
Assenagon Asset Management
Luxembourg
-$382K -2,460 Closed
VCM
138
Voleon Capital Management
California
-$337K -2,175 Closed
YIH
139
Y-Intercept (HK)
Hong Kong
-$260K -1,676 Closed
PCM
140
Polymer Capital Management
New York
-$219K -1,412 Closed
Janus Henderson Group
141
Janus Henderson Group
United Kingdom
-$210K -1,349 Closed
FAM
142
Fenimore Asset Management
New York
-$207K -1,336 Closed
Point72 Asset Management
143
Point72 Asset Management
Connecticut
-$199K -1,286 Closed
CSS
144
Cubist Systematic Strategies
Connecticut
-$109K -704 Closed
RS
145
R Squared
Hong Kong
-$54.3K -350 Closed
New York State Teachers Retirement System (NYSTRS)
146
New York State Teachers Retirement System (NYSTRS)
New York
-$39K -249 Closed
PD
147
Point72 (DIFC)
United Arab Emirates
-$32.8K -212 Closed
WSFS
148
Wilmington Savings Fund Society
Delaware
-$20.2K -130 Closed
VWM
149
Venturi Wealth Management
Texas
-$7.29K -47 Closed
TWD
150
True Wealth Design
Ohio
-$776 -5 Closed