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Westwood Holdings Group
WHG

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: 61 → 63 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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
–

Top Buyers

Rank Fund Capital Flow
1
GI
GAMCO Investors
Connecticut
+$7.45M
2
BlackRock
BlackRock
New York
+$396K
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$219K
4
Goldman Sachs
Goldman Sachs
New York
+$194K
5
SEI Investments
SEI Investments
Pennsylvania
+$111K

Top Sellers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
-$577K
2
Renaissance Technologies
Renaissance Technologies
New York
-$255K
3
DLP
De Lisle Partners
United Kingdom
-$235K
4
GAMC
Garner Asset Management Corp
Texas
-$183K
5
Deutsche Bank
Deutsche Bank
Germany
-$136K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$3.01K -$3.07K -183 -51%
Citigroup
52
Citigroup
New York
$2.92K +$1.39K +83 +95%
KFAS
53
Keating Financial Advisory Services
Kansas
$2.28K +$2.22K +132 New
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$1.65K +$1.61K +96 New
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$1.27K +$1.24K +74 New
FFA
56
Farther Finance Advisors
California
$1.14K -$1.21K -72 -52%
MCM
57
MAI Capital Management
Ohio
$586 +$571 +34 New
SS
58
SBI Securities
Japan
$344 – – –
EP
59
Essential Partners
California
$34 +$17 +1 +100%
EWA
60
EverSource Wealth Advisors
Alabama
$17 – – –
EF
61
Empowered Funds
Pennsylvania
– -$577K -34,969 Closed
Deutsche Bank
62
Deutsche Bank
Germany
– -$136K -8,261 Closed
GI
63
GAMMA Investing
California
– -$693 -42 Closed
AAP
64
Arax Advisory Partners
Colorado
– -$49 -3 Closed
TWD
65
True Wealth Design
Ohio
– -$17 -1 Closed
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
– +$34 +2 +15%
C
67
Covestor
United Kingdom
– +$134 +8 New
1 2
3

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.