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Westwood Holdings Group
WHG

50 hedge funds and large institutions have $75M invested in Westwood Holdings Group in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $68.3M → $75M (+$6.73M)

1.14% less ownership

Funds ownership: 50.61% → 49.47% (-1.1%)

2% less funds holding

Funds holding: 51 → 50 (-1)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
16
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$1.04M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$527K
3
Jane Street
Jane Street
New York
+$352K
4
HF
HRT Financial
New York
+$246K
5
Goldman Sachs
Goldman Sachs
New York
+$205K

Top Sellers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$788K
2
PLC
Peapod Lane Capital
New York
-$777K
3
MAM
Marquette Asset Management
Minnesota
-$373K
4
6CM
683 Capital Management
New York
-$322K
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$282K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$366K +$352K +22,582 New
AWA
27
Arete Wealth Advisors
Illinois
$330K – – –
Morgan Stanley
28
Morgan Stanley
New York
$301K +$144K +9,250 +99%
PCG
29
Prosperity Consulting Group
Maryland
$283K -$23.1K -1,482 -8%
HF
30
HRT Financial
New York
$255K +$246K +15,786 New
Connor, Clark & Lunn Investment Management (CC&L)
31
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$218K -$18.6K -1,190 -8%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$214K – – –
Goldman Sachs
33
Goldman Sachs
New York
$213K +$205K +13,148 New
SEI Investments
34
SEI Investments
Pennsylvania
$213K -$15.7K -1,008 -7%
AA
35
Ancora Advisors
Ohio
$208K -$175K -11,200 -47%
GCIA
36
Gabelli & Co Investment Advisers
New York
$178K – – –
Cerity Partners
37
Cerity Partners
New York
$168K – – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$118K +$1.42K +91 +1%
Citigroup
39
Citigroup
New York
$105K -$9.37K -601 -8%
UBS Group
40
UBS Group
Switzerland
$43.5K +$24.9K +1,598 +147%
Wells Fargo
41
Wells Fargo
California
$20K -$2.84K -182 -13%
Barclays
42
Barclays
United Kingdom
$17.2K -$31K -1,990 -65%
Osaic Holdings
43
Osaic Holdings
Arizona
$15.2K -$4.96K -318 -25%
JP Morgan Chase
44
JP Morgan Chase
New York
$8.86K -$795 -51 -9%
TRCT
45
Tower Research Capital (TRC)
New York
$5.52K +$234 +15 +5%
NA
46
NewEdge Advisors
Louisiana
$5.11K -$31 -2 -0.6%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$826 +$795 +51 New
Fidelity Investments
48
Fidelity Investments
Massachusetts
$532 – – –
SS
49
SBI Securities
Japan
$324 +$16 +1 +5%
MAM
50
Marquette Asset Management
Minnesota
– -$373K -25,735 Closed
1
2
3

WHG Hedge Fund Activity: Q1 2025 in Review

50 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Westwood Holdings Group (WHG) for Q1 2025, worth a combined $75M — up 9.9% from $68.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of WHG and 5 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 16 added.

The largest buyer was Millennium Management, adding an estimated $1.04M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $788K.

  • 50 institutional investors held Westwood Holdings Group (WHG) as of Q1 2025, down from 51 in Q4 2024.
  • Funds reported $75M of Westwood Holdings Group stock for Q1 2025, up 9.9% quarter-over-quarter.
  • 5 funds opened new Westwood Holdings Group positions in Q1 2025 and 6 closed out, a net change of -1 holder.
  • The largest Westwood Holdings Group buyer in Q1 2025 was Millennium Management, an estimated $1.04M added.
  • The largest Westwood Holdings Group seller in Q1 2025 was DePrince Race & Zollo Inc (DRZ), an estimated $788K sold.

Based on aggregated 13F filings for Q1 2025.