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Westwood Holdings Group

63 hedge funds and large institutions have $83.2M invested in Westwood Holdings Group in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

15% more capital invested

Capital invested by funds: $72.4M → $83.2M (+$10.7M)

4.52% more ownership

Funds ownership: 46.67%51.19% (+4.5%)

3% more funds holding

Funds holding: 6163 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
22
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$287K
PCG
27
Prosperity Consulting Group
Maryland
$263K -$20.7K -1,233 -7%
Connor, Clark & Lunn Investment Management (CC&L)
28
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$237K +$2.67K +159 +1%
Barclays
29
Barclays
United Kingdom
$213K +$20K +1,190 +11%
Goldman Sachs
30
Goldman Sachs
New York
$199K +$194K +11,543 New
GCIA
31
Gabelli & Co Investment Advisers
New York
$181K
Cerity Partners
32
Cerity Partners
New York
$179K -$34 -2 -0%
Wells Fargo
33
Wells Fargo
California
$173K +$48K +2,861 +40%
JP Morgan Chase
34
JP Morgan Chase
New York
$148K -$26.7K -1,589 -16%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$99.2K -$27.2K -1,619 -22%
UBS Group
36
UBS Group
Switzerland
$66.1K -$22.3K -1,330 -26%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$62K
Mirae Asset Global ETFs Holdings
38
Mirae Asset Global ETFs Holdings
Hong Kong
$60.1K -$655 -39 -1%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$33.3K +$1.56K +93 +5%
PFSRSONJ
40
Police & Firemen's Retirement System of New Jersey
New Jersey
$32.7K
Russell Investments Group
41
Russell Investments Group
United Kingdom
$17.4K +$3.09K +184 +22%
AIP
42
Ameritas Investment Partners
Nebraska
$13.1K
Legal & General Group
43
Legal & General Group
United Kingdom
$11.6K
Osaic Holdings
44
Osaic Holdings
Arizona
$11.6K +$17 +1 +0.1%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$11K +$1.28K +76 +13%
TRCT
46
Tower Research Capital (TRC)
New York
$10.4K -$1.06K -63 -9%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$7.87K -$151 -9 -2%
SCM
48
Sterling Capital Management
North Carolina
$7.38K -$1.43K -85 -17%
NA
49
NewEdge Advisors
Louisiana
$5.31K +$1.61K +96 +45%
AB
50
Amalgamated Bank
New York
$4K -$336 -20 -8%

WHG Hedge Fund Activity: Q4 2025 in Review

63 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Westwood Holdings Group (WHG) for Q4 2025, worth a combined $83.2M — up 15% from $72.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WHG positions and 5 closed out — a net gain of 2 holders — while 22 added to existing stakes and 18 trimmed.

The largest buyer was GAMCO Investors, opening a new position worth an estimated $7.45M. The largest seller was Empowered Funds, exiting entirely with an estimated $577K sold.

  • 63 institutional investors held Westwood Holdings Group (WHG) as of Q4 2025, up from 61 in Q3 2025.
  • Funds reported $83.2M of Westwood Holdings Group stock for Q4 2025, up 15% quarter-over-quarter.
  • 7 funds opened new Westwood Holdings Group positions in Q4 2025 and 5 closed out, a net change of +2 holders.
  • The largest Westwood Holdings Group buyer in Q4 2025 was GAMCO Investors, an estimated $7.45M added.
  • The largest Westwood Holdings Group seller in Q4 2025 was Empowered Funds, an estimated $577K sold.

Based on aggregated 13F filings for Q4 2025.