Westwood Holdings Group
WHG
61 hedge funds and large institutions have $72.4M invested in Westwood Holdings Group in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
28% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 18
7% more funds holding
Funds holding: 57 → 61 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less capital invested
Capital invested by funds: $76.8M → $72.4M (-$4.39M)
5.75% less ownership
Funds ownership: 52.42% → 46.67% (-5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.13M |
| 2 |
SC
Settian Capital
New York
|
+$698K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$193K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$142K |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$86.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$6.93M |
| 2 |
ACM
Allred Capital Management
Dallas,
Texas
|
-$1.62M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$816K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$282K |
| 5 |
Renaissance Technologies
New York
|
-$224K |
WHG Hedge Fund Activity: Q3 2025 in Review
61 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Westwood Holdings Group (WHG) for Q3 2025, worth a combined $72.4M — down 5.7% from $76.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new WHG positions and 5 closed out — a net gain of 4 holders — while 23 added to existing stakes and 18 trimmed.
The largest buyer was BlackRock, adding an estimated $1.13M. The largest seller was GAMCO Investors, exiting entirely with an estimated $6.93M sold.
- 61 institutional investors held Westwood Holdings Group (WHG) as of Q3 2025, up from 57 in Q2 2025.
- Funds reported $72.4M of Westwood Holdings Group stock for Q3 2025, down 5.7% quarter-over-quarter.
- 9 funds opened new Westwood Holdings Group positions in Q3 2025 and 5 closed out, a net change of +4 holders.
- The largest Westwood Holdings Group buyer in Q3 2025 was BlackRock, an estimated $1.13M added.
- The largest Westwood Holdings Group seller in Q3 2025 was GAMCO Investors, an estimated $6.93M sold.
Based on aggregated 13F filings for Q3 2025.