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Westwood Holdings Group

70 hedge funds and large institutions have $104M invested in Westwood Holdings Group in 2026 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more capital inflows, than outflows

Capital inflows: $4.5M | Capital outflows: $1.81M

89% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 18

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

1.66% more ownership

Funds ownership: 55.72% → 57.39% (+1.7%)

1% more funds holding

Funds holding: 69 → 70 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
34
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

WHG Hedge Fund Activity: Q2 2026 in Review

70 of the 8,358 institutional investors tracked by Wall St. Rank reported a position in Westwood Holdings Group (WHG) for Q2 2026, worth a combined $104M — up 20% from $86.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WHG positions and 3 closed out — a net gain of 2 holders — while 34 added to existing stakes and 18 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $1.26M. The largest seller was Renaissance Technologies, cutting an estimated $374K.

  • 70 institutional investors held Westwood Holdings Group (WHG) as of Q2 2026, up from 69 in Q1 2026.
  • Funds reported $104M of Westwood Holdings Group stock for Q2 2026, up 20% quarter-over-quarter.
  • 5 funds opened new Westwood Holdings Group positions in Q2 2026 and 3 closed out, a net change of +2 holders.
  • The largest Westwood Holdings Group buyer in Q2 2026 was Westwood Holdings Group, an estimated $1.26M added.
  • The largest Westwood Holdings Group seller in Q2 2026 was Renaissance Technologies, an estimated $374K sold.

Based on aggregated 13F filings for Q2 2026.