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WhiteHorse Finance
WHF

Overview Fund Activity

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
Holders
51
Holders Change
-10
Holders Change %
-16.39%
% of All Funds
0.69%
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

Top Buyers

1
EFG
Ethos Financial Group
Pennsylvania
$1.93M
2
VIA
Virtus Investment Advisers
Connecticut
$1.28M
3
Bank of America
Bank of America
North Carolina
$930K
4
SIS
Sound Income Strategies
Florida
$9.78M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$3.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
IAA
Independent Advisor Alliance
North Carolina
$0
3
Citadel Advisors
Citadel Advisors
Florida
$123K
4
VEA
Virtus ETF Advisers
New York
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
26
Bard Associates
Illinois
$246K -$7.02K -700 -3%
SCA
27
Snowden Capital Advisors
New York
$209K +$108K +10,800 +108%
UBS Group
28
UBS Group
Switzerland
$208K -$129K -13,398 -38%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$190K +$2.15K +222 +1%
Canada Life
30
Canada Life
Manitoba, Canada
$173K +$52.2K +5,428 +43%
AWS
31
Atria Wealth Solutions
New York
$148K -$110K -10,990 -43%
Osaic Holdings
32
Osaic Holdings
Arizona
$146K -$19.2K -1,988 -12%
LPL Financial
33
LPL Financial
California
$143K -$3.35K -347 -2%
NW
34
NewEdge Wealth
Pennsylvania
$136K +$5.08K +526 +4%
Citadel Advisors
35
Citadel Advisors
Florida
$123K -$599K -62,041 -83%
Mariner
36
Mariner
Kansas
$115K +$5.23K +542 +5%
Northern Trust
37
Northern Trust
Illinois
$114K -$75K -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 -$23.4K -2,426 -39%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$32.8K – – –
AA
44
Ancora Advisors
Ohio
$29K – – –
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$14.4K +$12K +1,242 +503%
IHWM
46
Iron Horse Wealth Management
Iowa
$10.2K +$10.2K +1,054 New
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$9.65K +$2.2K +228 +30%
Group One Trading
48
Group One Trading
Illinois
$965 -$869 -90 -47%
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$624 – – –
SWA
50
SOA Wealth Advisors
New York
$261 – – –
1
2
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