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WhiteHorse Finance
WHF

61 hedge funds and large institutions have $34.2M invested in WhiteHorse Finance in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

63% more call options, than puts

Call options by funds: $152K | Put options by funds: $93K

13% more funds holding

Funds holding: 54 → 61 (+7)

1.16% more ownership

Funds ownership: 14.02% → 15.17% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 20

9% less capital invested

Capital invested by funds: $37.5M → $34.2M (-$3.28M)

Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
19
Reduced
20
Closed
4
Calls
$152K
Puts
$93K
Net Calls
+$59K
Net Calls Change
-$29K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$905K
2
IAA
Independent Advisor Alliance
North Carolina
+$835K
3
Citadel Advisors
Citadel Advisors
Florida
+$822K
4
SIS
Sound Income Strategies
Florida
+$772K
5
Two Sigma Investments
Two Sigma Investments
New York
+$380K

Top Sellers

Rank Fund Capital Flow
1
AWS
Atria Wealth Solutions
New York
-$433K
2
Marshall Wace
Marshall Wace
United Kingdom
-$385K
3
SMH
Sanders Morris Harris
Texas
-$373K
4
VEA
Virtus ETF Advisers
New York
-$305K
5
AAM
Advisors Asset Management
Colorado
-$302K
Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
26
Schonfeld Strategic Advisors
New York
$361K +$277K +25,200 +208%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$349K +$869 +79 +0.2%
UBS Group
28
UBS Group
Switzerland
$338K -$153K -13,950 -29%
AAS
29
Avantax Advisory Services
Texas
$282K -$10.8K -982 -3%
AWS
30
Atria Wealth Solutions
New York
$274K -$433K -39,401 -60%
DCM
31
Dimension Capital Management
Florida
$274K – – –
BA
32
Bard Associates
Illinois
$257K -$79.2K -7,200 -22%
VF
33
Virtu Financial
New York
$253K +$287K +26,105 New
Jane Street
34
Jane Street
New York
$241K +$274K +24,921 New
Northern Trust
35
Northern Trust
Illinois
$189K +$64.1K +5,828 +42%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$188K +$40.5K +3,683 +23%
Osaic Holdings
37
Osaic Holdings
Arizona
$165K -$4.07K -370 -2%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$154K +$175K +15,912 New
LPL Financial
39
LPL Financial
California
$147K +$16.4K +1,495 +11%
NW
40
NewEdge Wealth
Pennsylvania
$131K +$8.01K +728 +6%
Canada Life
41
Canada Life
Manitoba, Canada
$122K -$13.5K -1,232 -9%
PIA
42
Powell Investment Advisors
Florida
$111K – – –
Mariner
43
Mariner
Kansas
$110K -$13.5K -1,225 -10%
NG
44
Norden Group
Utah
$106K – – –
TC
45
TownSquare Capital
Utah
$106K – – –
HF
46
HRT Financial
New York
$103K +$118K +10,714 New
SCA
47
Snowden Capital Advisors
New York
$101K +$110K +10,000 New
LSV Asset Management
48
LSV Asset Management
Illinois
$96K – – –
Wells Fargo
49
Wells Fargo
California
$59.7K -$131K -11,947 -66%
TRCT
50
Tower Research Capital (TRC)
New York
$39.5K +$44.8K +4,076 New
1
2
3

WHF Hedge Fund Activity: Q4 2024 in Review

61 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WhiteHorse Finance (WHF) for Q4 2024, worth a combined $34.2M — down 8.7% from $37.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WHF positions and 4 closed out — a net gain of 9 holders — while 19 added to existing stakes and 20 trimmed.

The largest buyer was Millennium Management, adding an estimated $905K. The largest seller was Atria Wealth Solutions, cutting an estimated $433K.

  • 61 institutional investors held WhiteHorse Finance (WHF) as of Q4 2024, up from 54 in Q3 2024.
  • Funds reported $34.2M of WhiteHorse Finance stock for Q4 2024, down 8.7% quarter-over-quarter.
  • 13 funds opened new WhiteHorse Finance positions in Q4 2024 and 4 closed out, a net change of +9 holders.
  • The largest WhiteHorse Finance buyer in Q4 2024 was Millennium Management, an estimated $905K added.
  • The largest WhiteHorse Finance seller in Q4 2024 was Atria Wealth Solutions, an estimated $433K sold.

Based on aggregated 13F filings for Q4 2024.