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HWSM

Hotchkis & Wiley SMID Cap Diversified Value Fund

1 hedge funds and large institutions have $950 invested in Hotchkis & Wiley SMID Cap Diversified Value Fund in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

0.04% more ownership

Funds ownership: 0%0.04% (+0.04%)

Holders
1
Holders Change
+1
Holders Change %
% of All Funds
0.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$937

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$950 +$937 +35 New

HWSM Hedge Fund Activity: Q4 2025 in Review

1 of the 8,238 institutional investors tracked by Wall St. Rank reported a position in Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM) for Q4 2025, worth a combined $950.

Buyers outnumbered sellers: 1 fund opened new HWSM positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 0 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $937.

  • 1 institutional investor held Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM) as of Q4 2025, up from 0 in Q3 2025.
  • Funds reported $950 of Hotchkis & Wiley SMID Cap Diversified Value Fund stock for Q4 2025.
  • 1 fund opened new Hotchkis & Wiley SMID Cap Diversified Value Fund positions in Q4 2025 and 0 closed out, a net change of +1 holder.
  • The largest Hotchkis & Wiley SMID Cap Diversified Value Fund buyer in Q4 2025 was UBS Group, an estimated $937 added.

Based on aggregated 13F filings for Q4 2025.