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Westwood Holdings Group
WHG

Overview Fund Activity

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, 21 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
13
Increased
21
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Settian Capital
New York
$6.71M
2
BlackRock
BlackRock
New York
$6.6M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$2.52M
4
State Street
State Street
Massachusetts
$1.24M
5
Northern Trust
Northern Trust
Illinois
$1.19M

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$0
2
Russell Investments Group
Russell Investments Group
United Kingdom
$752K
3
Millennium Management
Millennium Management
New York
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$282K
5
PLC
Peapod Lane Capital
New York
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$9.29M +$23.1K +1,465 +0.2%
GI
2
GAMCO Investors
Connecticut
$6.93M -$143K -9,180 -2%
SC
3
Settian Capital
New York
$6.71M +$6.71M +430,008 New
BlackRock
4
BlackRock
New York
$6.6M +$3.15M +201,643 +91%
Renaissance Technologies
5
Renaissance Technologies
New York
$6.27M -$78K -5,000 -1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$6.02M +$280K +17,926 +5%
NSIM
7
North Star Investment Management
Illinois
$5.73M +$85K +5,446 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$4.34M +$260K +16,687 +6%
Luther King Capital Management (LKCM)
9
Luther King Capital Management (LKCM)
Texas
$2.89M – – –
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.52M +$1.47M +94,311 +141%
GAMC
11
Garner Asset Management Corp
Texas
$2.08M -$206K -13,224 -9%
ACM
12
Allred Capital Management
Texas
$1.62M – – –
AF
13
Aegis Financial
Virginia
$1.56M -$1.19K -76 -0.1%
PLC
14
Peapod Lane Capital
New York
$1.36M -$588K -37,686 -30%
BCM
15
Bridgeway Capital Management
Texas
$1.35M +$37.7K +2,417 +3%
State Street
16
State Street
Massachusetts
$1.24M +$765K +48,844 +162%
GF
17
Gabelli Funds
New York
$1.24M -$119K -7,605 -9%
Northern Trust
18
Northern Trust
Illinois
$1.19M +$626K +40,099 +110%
DLP
19
De Lisle Partners
United Kingdom
$1.14M – – –
Bank of America
20
Bank of America
North Carolina
$977K +$35.8K +2,297 +4%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$752K -$2.2M -141,293 -75%
EF
22
Empowered Funds
Pennsylvania
$486K +$37.7K +2,417 +8%
LCS
23
Levin Capital Strategies
New York
$398K – – –
Morgan Stanley
24
Morgan Stanley
New York
$379K +$89.8K +5,757 +31%
AWA
25
Arete Wealth Advisors
Illinois
$316K -$1.29K -83 -0.4%
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