Westwood Holdings Group
WHG
69 hedge funds and large institutions have $86.7M invested in Westwood Holdings Group in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
14% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 22
10% more funds holding
Funds holding: 63 → 69 (+6)
4.54% more ownership
Funds ownership: 51.19% → 55.72% (+4.5%)
4% more capital invested
Capital invested by funds: $83.2M → $86.7M (+$3.55M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$7.56M |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$713K |
| 3 |
AO
Advisor OS
Chicago,
Illinois
|
+$341K |
| 4 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$150K |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$128K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$386K |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$348K |
| 3 |
GAMC
Garner Asset Management Corp
Plano,
Texas
|
-$226K |
| 4 |
PLC
Peapod Lane Capital
Bedford Hills,
New York
|
-$167K |
| 5 |
Barclays
London,
United Kingdom
|
-$164K |
WHG Hedge Fund Activity: Q1 2026 in Review
69 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Westwood Holdings Group (WHG) for Q1 2026, worth a combined $86.7M — up 4.3% from $83.2M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WHG positions and 4 closed out — a net gain of 7 holders — while 25 added to existing stakes and 22 trimmed.
The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $7.56M. The largest seller was Renaissance Technologies, cutting an estimated $386K.
- 69 institutional investors held Westwood Holdings Group (WHG) as of Q1 2026, up from 63 in Q4 2025.
- Funds reported $86.7M of Westwood Holdings Group stock for Q1 2026, up 4.3% quarter-over-quarter.
- 11 funds opened new Westwood Holdings Group positions in Q1 2026 and 4 closed out, a net change of +7 holders.
- The largest Westwood Holdings Group buyer in Q1 2026 was Westwood Holdings Group, an estimated $7.56M added.
- The largest Westwood Holdings Group seller in Q1 2026 was Renaissance Technologies, an estimated $386K sold.
Based on aggregated 13F filings for Q1 2026.