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 |
WHG Hedge Fund Activity: Q2 2025 in Review
57 of the 7,613 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.