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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$1.04M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$527K |
| 3 |
Jane Street
New York
|
+$352K |
| 4 |
HF
HRT Financial
New York
|
+$246K |
| 5 |
Goldman Sachs
New York
|
+$205K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$788K |
| 2 |
PLC
Peapod Lane Capital
Bedford Hills,
New York
|
-$777K |
| 3 |
MAM
Marquette Asset Management
Minneapolis,
Minnesota
|
-$373K |
| 4 |
6CM
683 Capital Management
New York
|
-$322K |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$282K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
6CM
51
683 Capital Management
New York
| – | -$322K | -22,178 | Closed |
|
|
52
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$282K | -19,441 | Closed |
|
53
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$204K | -14,069 | Closed |
|
54
Citadel Advisors
Miami,
Florida
| – | -$189K | -13,048 | Closed |
|
|
CFB
55
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$1.93K | -133 | Closed |
|
|
FIA
56
FNY Investment Advisers
New York
| – | +$780 | +50 | New |
|
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.