Westwood Holdings Group
WHG
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, 20 increasing their positions, 15 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
33% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 15
14% more funds holding
Funds holding: 50 → 57 (+7)
2.95% more ownership
Funds ownership: 49.47% → 52.42% (+2.9%)
2% more capital invested
Capital invested by funds: $75M → $76.8M (+$1.77M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Settian Capital
New York
|
+$6.71M |
| 2 |
BlackRock
New York
|
+$3.15M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.47M |
| 4 |
State Street
Boston,
Massachusetts
|
+$762K |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$626K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$4.49M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$2.2M |
| 3 |
Millennium Management
New York
|
-$1.24M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$978K |
| 5 |
PLC
Peapod Lane Capital
Bedford Hills,
New York
|
-$588K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| $5.3K | +$4.79K | +307 | +930% |
|
|
NA
52
NewEdge Advisors
New Orleans,
Louisiana
| $4.99K | +$78 | +5 | +2% |
|
|
AB
53
Amalgamated Bank
New York
| $4K | +$3.96K | +254 | New |
|
|
SCM
54
Sterling Capital Management
Charlotte,
North Carolina
| $3.14K | +$3.14K | +201 | New |
|
|
SS
55
SBI Securities
Tokyo,
Japan
| $312 | – | – | – |
|
|
TRCT
56
Tower Research Capital (TRC)
New York
| $125 | -$5.2K | -333 | -98% |
|
|
DRZID
57
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| – | -$4.49M | -277,419 | Closed |
|
|
58
Millennium Management
New York
| – | -$1.24M | -76,820 | Closed |
|
59
Jane Street
New York
| – | -$366K | -22,582 | Closed |
|
|
HF
60
HRT Financial
New York
| – | -$255K | -15,786 | Closed |
|
61
Goldman Sachs
New York
| – | -$213K | -13,148 | Closed |
|
62
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$826 | -51 | Closed |
|
WHG Hedge Fund Activity: Q2 2025 in Review
57 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Westwood Holdings Group (WHG) for Q2 2025, worth a combined $76.8M — up 2.4% from $75M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new WHG positions and 6 closed out — a net gain of 7 holders — while 20 added to existing stakes and 15 trimmed.
The largest buyer was Settian Capital, opening a new position worth an estimated $6.71M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $4.49M sold.
- 57 institutional investors held Westwood Holdings Group (WHG) as of Q2 2025, up from 50 in Q1 2025.
- Funds reported $76.8M of Westwood Holdings Group stock for Q2 2025, up 2.4% quarter-over-quarter.
- 13 funds opened new Westwood Holdings Group positions in Q2 2025 and 6 closed out, a net change of +7 holders.
- The largest Westwood Holdings Group buyer in Q2 2025 was Settian Capital, an estimated $6.71M added.
- The largest Westwood Holdings Group seller in Q2 2025 was DePrince Race & Zollo Inc (DRZ), an estimated $4.49M sold.
Based on aggregated 13F filings for Q2 2025.