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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 %
LPL Financial
26
LPL Financial
California
$197K 22,550 +7,715 +52%
SCA
27
Snowden Capital Advisors
New York
$189K 20,800 – –
Northern Trust
28
Northern Trust
Illinois
$174K 19,943 +8,142 +69%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$173K 19,886 +246 +1%
Osaic Holdings
30
Osaic Holdings
Arizona
$164K 16,893 +1,788 +12%
Morgan Stanley
31
Morgan Stanley
New York
$163K 18,667 -7,390 -28%
Canada Life
32
Canada Life
Manitoba, Canada
$157K 17,997 – –
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$142K 16,324 +16,324 New
AWS
34
Atria Wealth Solutions
New York
$137K 15,058 +280 +2%
NW
35
NewEdge Wealth
Pennsylvania
$130K 15,292 +1,215 +9%
Mariner
36
Mariner
Kansas
$108K 12,441 +495 +4%
OAM
37
Oxford Asset Management
United Kingdom
$105K 12,058 +12,058 New
PIA
38
Powell Investment Advisors
Florida
$101K 11,060 – –
NG
39
Norden Group
Utah
$95.9K 11,000 – –
NAG
40
Northstar Advisory Group
New Jersey
$87.3K 10,017 +10,017 New
LSV Asset Management
41
LSV Asset Management
Illinois
$86K 9,900 – –
Wells Fargo
42
Wells Fargo
California
$41.4K 4,743 +999 +27%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$29.6K 3,398 – –
AA
44
Ancora Advisors
Ohio
$26.2K 3,000 – –
NFSG
45
Newbridge Financial Services Group
Florida
$9.59K 1,100 +1,100 New
IHWM
46
Iron Horse Wealth Management
Iowa
$9.19K 1,054 – –
FHA
47
First Horizon Advisors
Tennessee
$1.29K 148 +148 New
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$628 72 – –
DAM
49
Delta Asset Management
Tennessee
$131 15 – –
Connor, Clark & Lunn Investment Management (CC&L)
50
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -42,235 Closed
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2
3