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WhiteHorse Finance

49 hedge funds and large institutions have $25.1M invested in WhiteHorse Finance in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

451% more call options, than puts

Call options by funds: $226K | Put options by funds: $41K

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

0.28% less ownership

Funds ownership: 15.63%15.35% (-0.28%)

0% less capital invested

Capital invested by funds: $25.3M → $25.1M (-$113K)

16% less funds holding

Funds holding: 5849 (-9)

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
49
Holders Change
-9
Holders Change %
-15.52%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
15
Reduced
11
Closed
17
Calls
$226K
Puts
$41K
Net Calls
+$185K
Net Calls Change
+$315K
Name Holding Trade Value Shares
Change
Change in
Stake
LC
1
Lalia Capital
New York
$5.1M +$160K +23,232 +3%
Two Sigma Investments
2
Two Sigma Investments
New York
$3.22M +$1.23M +178,053 +69%
CM
3
CastleKnight Management
New York
$2.16M
EFG
4
Ethos Financial Group
Pennsylvania
$1.7M
Bank of America
5
Bank of America
North Carolina
$1.37M
Legal & General Group
6
Legal & General Group
United Kingdom
$1.25M +$43.7K +6,344 +4%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$850K
BTI
8
Blue Trust Inc
Georgia
$707K
Marshall Wace
9
Marshall Wace
United Kingdom
$564K +$525K +76,266 New
BlackRock
10
BlackRock
New York
$540K -$379K -55,062 -43%
SIS
11
Sound Income Strategies
Florida
$518K -$28.3K -4,111 -5%
LPL Financial
12
LPL Financial
California
$516K +$833 +121 +0.2%
TI
13
Trexquant Investment
Connecticut
$499K +$358K +51,945 +334%
Victory Capital Management
14
Victory Capital Management
Texas
$468K +$436K +63,291 New
AAM
15
Advisors Asset Management
Colorado
$450K -$18.7K -2,710 -4%
VIA
16
Virtus Investment Advisers
Connecticut
$448K +$18.9K +2,741 +5%
BCM
17
Basso Capital Management
Connecticut
$444K -$138K -20,000 -25%
GCM
18
Gables Capital Management
Florida
$377K -$21.5K -3,121 -6%
BAMF
19
BI Asset Management Fondsmaeglerselskab
Denmark
$359K
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$349K +$2.66K +387 +0.8%
CEFA
21
Closed-End Fund Advisors
Virginia
$332K +$25.2K +3,664 +9%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$281K -$35.2K -5,111 -12%
Morgan Stanley
23
Morgan Stanley
New York
$259K +$50.8K +7,377 +27%
UBS Group
24
UBS Group
Switzerland
$233K -$70.6K -10,256 -25%
SCA
25
Snowden Capital Advisors
New York
$224K +$18.6K +2,700 +10%

WHF Hedge Fund Activity: Q1 2026 in Review

49 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in WhiteHorse Finance (WHF) for Q1 2026, worth a combined $25.1M — down 0.45% from $25.3M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of WHF and 9 opened new positions — a net loss of 8 holders — while 11 trimmed existing stakes and 15 added.

The largest buyer was Two Sigma Investments, adding an estimated $1.23M. The largest seller was Jane Street, exiting entirely with an estimated $929K sold.

  • 49 institutional investors held WhiteHorse Finance (WHF) as of Q1 2026, down from 58 in Q4 2025.
  • Funds reported $25.1M of WhiteHorse Finance stock for Q1 2026, down 0.45% quarter-over-quarter.
  • 9 funds opened new WhiteHorse Finance positions in Q1 2026 and 17 closed out, a net change of -8 holders.
  • The largest WhiteHorse Finance buyer in Q1 2026 was Two Sigma Investments, an estimated $1.23M added.
  • The largest WhiteHorse Finance seller in Q1 2026 was Jane Street, an estimated $929K sold.

Based on aggregated 13F filings for Q1 2026.