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WhiteHorse Finance
WHF

50 hedge funds and large institutions have $28.5M invested in WhiteHorse Finance in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

0.69% less ownership

Funds ownership: 14.73% → 14.04% (-0.69%)

2% less funds holding

Funds holding: 51 → 50 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

14% less capital invested

Capital invested by funds: $33.1M → $28.5M (-$4.59M)

96% less call options, than puts

Call options by funds: $10K | Put options by funds: $229K

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
13
Closed
8
Calls
$10K
Puts
$229K
Net Calls
-$219K
Net Calls Change
-$53K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$816K
2
Marshall Wace
Marshall Wace
United Kingdom
+$389K
3
UBS Group
UBS Group
Switzerland
+$343K
4
BlackRock
BlackRock
New York
+$247K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$150K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$867K
2
VIA
Virtus Investment Advisers
Connecticut
-$688K
3
SIS
Sound Income Strategies
Florida
-$657K
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$408K
5
SSA
Schonfeld Strategic Advisors
New York
-$345K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$197K +$71K +7,715 +52%
SCA
27
Snowden Capital Advisors
New York
$189K – – –
Northern Trust
28
Northern Trust
Illinois
$174K +$75K +8,142 +69%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$173K +$2.27K +246 +1%
Morgan Stanley
30
Morgan Stanley
New York
$163K -$68K -7,390 -28%
Canada Life
31
Canada Life
Manitoba, Canada
$157K – – –
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$142K +$150K +16,324 New
AWS
33
Atria Wealth Solutions
New York
$137K +$2.58K +280 +2%
NW
34
NewEdge Wealth
Pennsylvania
$130K +$11.2K +1,215 +9%
Mariner
35
Mariner
Kansas
$108K +$4.56K +495 +4%
Osaic Holdings
36
Osaic Holdings
Arizona
$107K -$25.7K -2,793 -18%
OAM
37
Oxford Asset Management
United Kingdom
$105K +$111K +12,058 New
PIA
38
Powell Investment Advisors
Florida
$101K – – –
NG
39
Norden Group
Utah
$95.9K – – –
NAG
40
Northstar Advisory Group
New Jersey
$87.3K +$92.2K +10,017 New
LSV Asset Management
41
LSV Asset Management
Illinois
$86K – – –
Wells Fargo
42
Wells Fargo
California
$41.4K +$9.2K +999 +27%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$29.6K – – –
AA
44
Ancora Advisors
Ohio
$26.2K – – –
NFSG
45
Newbridge Financial Services Group
Florida
$9.59K +$10.1K +1,100 New
IHWM
46
Iron Horse Wealth Management
Iowa
$9.19K – – –
FHA
47
First Horizon Advisors
Tennessee
$1.29K +$1.36K +148 New
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$628 – – –
DAM
49
Delta Asset Management
Tennessee
$131 – – –
Connor, Clark & Lunn Investment Management (CC&L)
50
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$408K -42,235 Closed
1
2
3

WHF Hedge Fund Activity: Q2 2025 in Review

50 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WhiteHorse Finance (WHF) for Q2 2025, worth a combined $28.5M — down 14% from $33.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of WHF and 7 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 17 added.

The largest buyer was Bank of America, adding an estimated $816K. The largest seller was Advisors Asset Management, cutting an estimated $867K.

  • 50 institutional investors held WhiteHorse Finance (WHF) as of Q2 2025, down from 51 in Q1 2025.
  • Funds reported $28.5M of WhiteHorse Finance stock for Q2 2025, down 14% quarter-over-quarter.
  • 7 funds opened new WhiteHorse Finance positions in Q2 2025 and 8 closed out, a net change of -1 holder.
  • The largest WhiteHorse Finance buyer in Q2 2025 was Bank of America, an estimated $816K added.
  • The largest WhiteHorse Finance seller in Q2 2025 was Advisors Asset Management, an estimated $867K sold.

Based on aggregated 13F filings for Q2 2025.