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WhiteHorse Finance
WHF

Overview Fund Activity

48 hedge funds and large institutions have $28.4M invested in WhiteHorse Finance in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
12
Closed
8
Calls
$10K
Puts
$229K
Net Calls
-$219K
Net Calls Change
-$53K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.61M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$368K
3
UBS Group
3
UBS Group
Switzerland
$513K
4
BlackRock
4
BlackRock
New York
$919K
5
TI
5
Trexquant Investment
Connecticut
$415K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$609K
2
VIA
2
Virtus Investment Advisers
Connecticut
$508K
3
SIS
3
Sound Income Strategies
Florida
$8.21M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$0
5
SSA
5
Schonfeld Strategic Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIS
1
Sound Income Strategies
Florida
$8.21M 942,066 -71,308 -7%
Two Sigma Advisers
2
Two Sigma Advisers
New York
$2.71M 310,852 -31,000 -9%
EFG
3
Ethos Financial Group
Pennsylvania
$1.79M 205,673 +5,616 +3%
Bank of America
4
Bank of America
North Carolina
$1.61M 185,004 +88,659 +92%
Two Sigma Investments
5
Two Sigma Investments
New York
$1.58M 181,247 -13,974 -7%
Legal & General Group
6
Legal & General Group
United Kingdom
$1.37M 156,602 +6,560 +4%
BCM
7
Basso Capital Management
Connecticut
$1.05M 120,138 – –
BlackRock
8
BlackRock
New York
$919K 105,439 +26,808 +34%
AAM
9
Advisors Asset Management
Colorado
$609K 69,858 -94,117 -57%
BTI
10
Blue Trust Inc
Georgia
$588K 67,437 +655 +1%
GCM
11
Gables Capital Management
Florida
$559K 64,082 -18,849 -23%
Squarepoint
12
Squarepoint
New York
$524K 60,078 -814 -1%
UBS Group
13
UBS Group
Switzerland
$513K 58,822 +37,294 +173%
VIA
14
Virtus Investment Advisers
Connecticut
$508K 58,256 -74,765 -56%
TI
15
Tidal Investments
Wisconsin
$441K 50,570 +1,110 +2%
BAMF
16
BI Asset Management Fondsmaeglerselskab
Denmark
$423K 48,487 – –
TI
17
Trexquant Investment
Connecticut
$415K 47,619 +15,813 +50%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$412K 47,237 +1,438 +3%
Marshall Wace
19
Marshall Wace
United Kingdom
$368K 42,240 +42,240 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$339K 38,901 -17,050 -30%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$277K 31,753 -1,213 -4%
Raymond James Financial
22
Raymond James Financial
Florida
$274K 31,477 -7,729 -20%
DCM
23
Dimension Capital Management
Florida
$247K 28,337 – –
AAS
24
Avantax Advisory Services
Texas
$240K 27,570 +14 +0.1%
BA
25
Bard Associates
Illinois
$219K 24,070 -500 -2%
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