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WhiteHorse Finance

51 hedge funds and large institutions have $33.1M invested in WhiteHorse Finance in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% less ownership

Funds ownership: 15.17%14.73% (-0.44%)

3% less capital invested

Capital invested by funds: $34.2M → $33.1M (-$1.12M)

16% less funds holding

Funds holding: 6151 (-10)

29% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 21

67% less call options, than puts

Call options by funds: $81K | Put options by funds: $247K

77% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 13

Holders
51
Holders Change
-10
Holders Change %
-16.39%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
21
Closed
13
Calls
$81K
Puts
$247K
Net Calls
-$166K
Net Calls Change
-$225K
Name Holding Trade Value Shares
Change
Change in
Stake
BA
26
Bard Associates
Illinois
$246K -$7.18K -700 -3%
SCA
27
Snowden Capital Advisors
New York
$209K +$111K +10,800 +108%
UBS Group
28
UBS Group
Switzerland
$208K -$137K -13,398 -38%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$190K +$2.28K +222 +1%
Canada Life
30
Canada Life
Manitoba, Canada
$173K +$55.7K +5,428 +43%
AWS
31
Atria Wealth Solutions
New York
$148K -$113K -10,990 -43%
Osaic Holdings
32
Osaic Holdings
Arizona
$146K -$20.4K -1,988 -12%
LPL Financial
33
LPL Financial
California
$143K -$3.56K -347 -2%
NW
34
NewEdge Wealth
Pennsylvania
$136K +$5.4K +526 +4%
Citadel Advisors
35
Citadel Advisors
Florida
$123K -$636K -62,041 -83%
Mariner
36
Mariner
Kansas
$115K +$5.56K +542 +5%
Northern Trust
37
Northern Trust
Illinois
$114K -$79.7K -7,769 -40%
PIA
38
Powell Investment Advisors
Florida
$111K
NG
39
Norden Group
Utah
$106K
TC
40
TownSquare Capital
Utah
$106K
LSV Asset Management
41
LSV Asset Management
Illinois
$96K
Wells Fargo
42
Wells Fargo
California
$36.1K -$24.9K -2,426 -39%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$32.8K
AA
44
Ancora Advisors
Ohio
$28.9K
JP Morgan Chase
45
JP Morgan Chase
New York
$14.4K +$12.7K +1,242 +503%
IHWM
46
Iron Horse Wealth Management
Iowa
$10.2K +$10.8K +1,054 New
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$9.65K +$2.34K +228 +30%
Group One Trading
48
Group One Trading
Illinois
$965 -$923 -90 -47%
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$624
SWA
50
SOA Wealth Advisors
New York
$261

WHF Hedge Fund Activity: Q1 2025 in Review

51 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in WhiteHorse Finance (WHF) for Q1 2025, worth a combined $33.1M — down 3.3% from $34.2M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of WHF and 3 opened new positions — a net loss of 10 holders — while 21 trimmed existing stakes and 15 added.

The largest buyer was Ethos Financial Group, opening a new position worth an estimated $2.05M. The largest seller was Millennium Management, exiting entirely with an estimated $1.26M sold.

  • 51 institutional investors held WhiteHorse Finance (WHF) as of Q1 2025, down from 61 in Q4 2024.
  • Funds reported $33.1M of WhiteHorse Finance stock for Q1 2025, down 3.3% quarter-over-quarter.
  • 3 funds opened new WhiteHorse Finance positions in Q1 2025 and 13 closed out, a net change of -10 holders.
  • The largest WhiteHorse Finance buyer in Q1 2025 was Ethos Financial Group, an estimated $2.05M added.
  • The largest WhiteHorse Finance seller in Q1 2025 was Millennium Management, an estimated $1.26M sold.

Based on aggregated 13F filings for Q1 2025.