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Westwood Holdings Group
WHG

Overview Fund Activity

56 hedge funds and large institutions have $76.5M invested in Westwood Holdings Group in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
13
Increased
21
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Settian Capital
New York
$6.71M
2
BlackRock
2
BlackRock
New York
$6.6M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$2.52M
4
State Street
4
State Street
Massachusetts
$1.24M
5
Northern Trust
5
Northern Trust
Illinois
$1.19M

Top Sellers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$0
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$752K
3
Millennium Management
3
Millennium Management
New York
$0
4
PLC
4
Peapod Lane Capital
New York
$1.36M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$9.29M 588,720 +1,465 +0.2%
GI
2
GAMCO Investors
Connecticut
$6.93M 444,000 -9,180 -2%
SC
3
Settian Capital
New York
$6.71M 430,008 +430,008 New
BlackRock
4
BlackRock
New York
$6.6M 423,259 +201,643 +91%
Renaissance Technologies
5
Renaissance Technologies
New York
$6.27M 401,658 -5,000 -1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$6.02M 386,042 +17,926 +5%
NSIM
7
North Star Investment Management
Illinois
$5.73M 367,460 +5,446 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$4.34M 278,279 +16,687 +6%
Luther King Capital Management (LKCM)
9
Luther King Capital Management (LKCM)
Texas
$2.89M 185,000 – –
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.52M 161,205 +94,311 +141%
GAMC
11
Garner Asset Management Corp
Texas
$2.08M 133,184 -13,224 -9%
ACM
12
Allred Capital Management
Texas
$1.62M 103,873 – –
AF
13
Aegis Financial
Virginia
$1.56M 99,926 -76 -0.1%
PLC
14
Peapod Lane Capital
New York
$1.36M 87,068 -37,686 -30%
BCM
15
Bridgeway Capital Management
Texas
$1.35M 86,620 +2,417 +3%
State Street
16
State Street
Massachusetts
$1.24M 79,057 +48,844 +162%
GF
17
Gabelli Funds
New York
$1.24M 79,206 -7,605 -9%
Northern Trust
18
Northern Trust
Illinois
$1.19M 76,546 +40,099 +110%
DLP
19
De Lisle Partners
United Kingdom
$1.14M 72,921 – –
Bank of America
20
Bank of America
North Carolina
$977K 62,650 +2,297 +4%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$752K 48,223 -141,293 -75%
EF
22
Empowered Funds
Pennsylvania
$486K 31,168 +2,417 +8%
LCS
23
Levin Capital Strategies
New York
$398K 25,508 – –
Morgan Stanley
24
Morgan Stanley
New York
$379K 24,323 +5,757 +31%
AWA
25
Arete Wealth Advisors
Illinois
$316K 20,275 -83 -0.4%
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