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WhiteHorse Finance
WHF

Overview Fund Activity

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, 18 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
12
Closed
8
Calls
$10K
Puts
$229K
Net Calls
-$219K
Net Calls Change
-$53K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.61M
2
Marshall Wace
Marshall Wace
United Kingdom
$368K
3
UBS Group
UBS Group
Switzerland
$513K
4
BlackRock
BlackRock
New York
$919K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$142K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
$609K
2
VIA
Virtus Investment Advisers
Connecticut
$508K
3
SIS
Sound Income Strategies
Florida
$8.21M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$0
5
SSA
Schonfeld Strategic Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$197K +$67.3K +7,715 +52%
SCA
27
Snowden Capital Advisors
New York
$189K – – –
Northern Trust
28
Northern Trust
Illinois
$174K +$71K +8,142 +69%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$173K +$2.14K +246 +1%
Osaic Holdings
30
Osaic Holdings
Arizona
$164K +$17.3K +1,788 +12%
Morgan Stanley
31
Morgan Stanley
New York
$163K -$64.4K -7,390 -28%
Canada Life
32
Canada Life
Manitoba, Canada
$157K – – –
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$142K +$142K +16,324 New
AWS
34
Atria Wealth Solutions
New York
$137K +$2.55K +280 +2%
NW
35
NewEdge Wealth
Pennsylvania
$130K +$10.4K +1,215 +9%
Mariner
36
Mariner
Kansas
$108K +$4.32K +495 +4%
OAM
37
Oxford Asset Management
United Kingdom
$105K +$105K +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 +$87.3K +10,017 New
LSV Asset Management
41
LSV Asset Management
Illinois
$86K – – –
Wells Fargo
42
Wells Fargo
California
$41.4K +$8.71K +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 +$9.59K +1,100 New
IHWM
46
Iron Horse Wealth Management
Iowa
$9.19K – – –
FHA
47
First Horizon Advisors
Tennessee
$1.29K +$1.29K +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
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