We are live on ! Find out more
WHG icon

Westwood Holdings Group

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: 6163 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$10.7M +$219K +13,059 +2%
BlackRock
2
BlackRock
New York
$8.82M +$396K +23,598 +5%
SC
3
Settian Capital
New York
$8.1M
GI
4
GAMCO Investors
Connecticut
$7.64M +$7.45M +443,800 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.86M +$18.3K +1,089 +0.3%
Renaissance Technologies
6
Renaissance Technologies
New York
$6.43M -$255K -15,200 -4%
NSIM
7
North Star Investment Management
Illinois
$6.4M +$75.8K +4,516 +1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$4.72M +$24K +1,428 +0.5%
Luther King Capital Management (LKCM)
9
Luther King Capital Management (LKCM)
Texas
$3.18M
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.81M +$15K +896 +0.6%
GAMC
11
Garner Asset Management Corp
Texas
$2.14M -$183K -10,905 -8%
AF
12
Aegis Financial
Virginia
$1.72M
BCM
13
Bridgeway Capital Management
Texas
$1.61M +$56.6K +3,368 +4%
PLC
14
Peapod Lane Capital
New York
$1.53M +$10.8K +642 +0.7%
State Street
15
State Street
Massachusetts
$1.5M +$91.5K +5,447 +7%
GF
16
Gabelli Funds
New York
$1.33M
Northern Trust
17
Northern Trust
Illinois
$1.13M -$83.1K -4,949 -7%
DLP
18
De Lisle Partners
United Kingdom
$1.02M -$235K -14,001 -19%
Bank of America
19
Bank of America
North Carolina
$944K -$53.5K -3,188 -5%
LCS
20
Levin Capital Strategies
New York
$439K
SEI Investments
21
SEI Investments
Pennsylvania
$415K +$111K +6,621 +38%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$365K -$2.59K -154 -0.7%
AWA
23
Arete Wealth Advisors
Illinois
$348K
Morgan Stanley
24
Morgan Stanley
New York
$337K +$32.7K +1,950 +11%
Charles Schwab
25
Charles Schwab
California
$316K

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.