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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
23
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.13M
2
SC
Settian Capital
New York
+$698K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$193K
4
Deutsche Bank
Deutsche Bank
Germany
+$142K
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$86.7K

Top Sellers

Rank Fund Capital Flow
1
GI
GAMCO Investors
Connecticut
-$6.93M
2
ACM
Allred Capital Management
Texas
-$1.62M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$816K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$282K
5
Renaissance Technologies
Renaissance Technologies
New York
-$224K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$3.51K -$1.84K -107 -33%
FFA
52
Farther Finance Advisors
California
$2.28K +$2.38K +138 New
Citigroup
53
Citigroup
New York
$1.44K -$41.5K -2,411 -97%
GI
54
GAMMA Investing
California
$693 +$723 +42 New
SS
55
SBI Securities
Japan
$330 – – –
AAP
56
Arax Advisory Partners
Colorado
$49 +$52 +3 New
TWD
57
True Wealth Design
Ohio
$17 +$17 +1 New
EP
58
Essential Partners
California
$16 +$17 +1 New
EWA
59
EverSource Wealth Advisors
Alabama
$16 +$17 +1 New
GI
60
GAMCO Investors
Connecticut
– -$6.93M -444,000 Closed
ACM
61
Allred Capital Management
Texas
– -$1.62M -103,873 Closed
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
– -$282K -18,098 Closed
AA
63
Ancora Advisors
Ohio
– -$156K -10,009 Closed
Raymond James Financial
64
Raymond James Financial
Florida
– -$84.6K -5,425 Closed
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
– +$224 +13 New
1 2
3

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.