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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 %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$296K 18,971 +18,971 New
Charles Schwab
27
Charles Schwab
California
$286K 18,344 +18,344 New
PCG
28
Prosperity Consulting Group
Maryland
$262K 16,787 -667 -4%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$260K 16,622 +3,422 +26%
Barclays
30
Barclays
United Kingdom
$231K 14,794 +13,730 +1,290%
SEI Investments
31
SEI Investments
Pennsylvania
$205K 13,129 – –
Connor, Clark & Lunn Investment Management (CC&L)
32
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$178K 11,395 -2,064 -15%
GCIA
33
Gabelli & Co Investment Advisers
New York
$172K 11,000 – –
Cerity Partners
34
Cerity Partners
New York
$162K 10,374 – –
AA
35
Ancora Advisors
Ohio
$156K 10,009 -2,803 -22%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$147K 9,440 +9,440 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$126K 8,047 +676 +9%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$118K 7,537 +6,990 +1,278%
UBS Group
39
UBS Group
Switzerland
$101K 6,463 +3,779 +141%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$98K 6,300 +6,300 New
Wells Fargo
41
Wells Fargo
California
$94.3K 6,045 +4,813 +391%
Raymond James Financial
42
Raymond James Financial
Florida
$84.6K 5,425 +5,425 New
Mirae Asset Global ETFs Holdings
43
Mirae Asset Global ETFs Holdings
Hong Kong
$63.5K 4,070 +4,070 New
Citigroup
44
Citigroup
New York
$39K 2,498 -4,014 -62%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$21.4K 1,369 +1,369 New
Osaic Holdings
46
Osaic Holdings
Arizona
$15.2K 1,049 +109 +12%
AIP
47
Ameritas Investment Partners
Nebraska
$11.9K 761 +761 New
Legal & General Group
48
Legal & General Group
United Kingdom
$10.5K 675 +675 New
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$7.25K 465 +465 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
$5.3K 340 +307 +930%
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