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Westwood Holdings Group
WHG

Overview Fund Activity

57 hedge funds and large institutions have $76.8M invested in Westwood Holdings Group in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
0.76%
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
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Settian Capital
New York
+$6.71M
2
BlackRock
BlackRock
New York
+$3.15M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.47M
4
State Street
State Street
Massachusetts
+$765K
5
Northern Trust
Northern Trust
Illinois
+$626K

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$4.49M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.2M
3
Millennium Management
Millennium Management
New York
-$1.24M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$978K
5
PLC
Peapod Lane Capital
New York
-$588K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$296K +$296K +18,971 New
Charles Schwab
27
Charles Schwab
California
$286K +$286K +18,344 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$282K -$978K -62,698 -78%
PCG
29
Prosperity Consulting Group
Maryland
$262K -$10.4K -667 -4%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$260K +$53.5K +3,422 +26%
Barclays
31
Barclays
United Kingdom
$231K +$214K +13,730 +1,290%
SEI Investments
32
SEI Investments
Pennsylvania
$205K – – –
Connor, Clark & Lunn Investment Management (CC&L)
33
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$178K -$32.2K -2,064 -15%
GCIA
34
Gabelli & Co Investment Advisers
New York
$172K – – –
Cerity Partners
35
Cerity Partners
New York
$162K – – –
AA
36
Ancora Advisors
Ohio
$156K -$43.7K -2,803 -22%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$147K +$147K +9,440 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$126K +$10.6K +676 +9%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$118K +$109K +6,990 +1,278%
UBS Group
40
UBS Group
Switzerland
$101K +$59K +3,779 +141%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$98K +$98K +6,300 New
Wells Fargo
42
Wells Fargo
California
$94.3K +$75.1K +4,813 +391%
Raymond James Financial
43
Raymond James Financial
Florida
$84.6K +$84.6K +5,425 New
Mirae Asset Global ETFs Holdings
44
Mirae Asset Global ETFs Holdings
Hong Kong
$63.5K +$63.5K +4,070 New
Citigroup
45
Citigroup
New York
$39K -$62.6K -4,014 -62%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$21.4K +$21.4K +1,369 New
Osaic Holdings
47
Osaic Holdings
Arizona
$15.2K +$1.58K +109 +12%
AIP
48
Ameritas Investment Partners
Nebraska
$11.9K +$11.9K +761 New
Legal & General Group
49
Legal & General Group
United Kingdom
$10.5K +$10.5K +675 New
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$7.25K +$7.25K +465 New
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