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WhiteHorse Finance

58 hedge funds and large institutions have $25.3M invested in WhiteHorse Finance in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

18% more funds holding

Funds holding: 4958 (+9)

11% more capital invested

Capital invested by funds: $22.7M → $25.3M (+$2.58M)

1.43% more ownership

Funds ownership: 14.2%15.63% (+1.4%)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

93% less call options, than puts

Call options by funds: $10K | Put options by funds: $140K

Holders
58
Holders Change
+9
Holders Change %
+18.37%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
16
Reduced
16
Closed
8
Calls
$10K
Puts
$140K
Net Calls
-$130K
Net Calls Change
+$511K
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
26
Dimension Capital Management
Florida
$197K
Morgan Stanley
27
Morgan Stanley
New York
$192K +$142K +19,937 +260%
SCA
28
Snowden Capital Advisors
New York
$191K +$12.7K +1,784 +7%
Canada Life
29
Canada Life
Manitoba, Canada
$170K
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$166K -$57.5K -8,079 -25%
Raymond James Financial
31
Raymond James Financial
Florida
$140K -$5.01K -704 -3%
HF
32
HRT Financial
New York
$138K +$20K +2,815 +16%
GC
33
GatePass Capital
Ohio
$133K +$136K +19,100 New
Osaic Holdings
34
Osaic Holdings
Arizona
$130K +$40.3K +5,665 +44%
DTL
35
Dynamic Technology Lab
Singapore
$125K +$128K +17,955 New
Northern Trust
36
Northern Trust
Illinois
$118K -$7.65K -1,075 -6%
NW
37
NewEdge Wealth
Pennsylvania
$113K +$519 +73 +0.5%
TI
38
Trexquant Investment
Connecticut
$108K +$111K +15,541 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$96K -$33.8K -4,757 -26%
Mariner
40
Mariner
Kansas
$94.9K +$4.85K +682 +5%
OSAM
41
O'Shaughnessy Asset Management
Connecticut
$88K +$90.1K +12,662 New
PIA
42
Powell Investment Advisors
Florida
$86.6K +$6.92K +973 +9%
NAG
43
Northstar Advisory Group
New Jersey
$76.5K +$4.06K +571 +5%
NG
44
Norden Group
Utah
$76.5K +$78.3K +11,000 New
LSV Asset Management
45
LSV Asset Management
Illinois
$69K
KAS
46
Kestra Advisory Services
Texas
$44.4K +$45.5K +6,389 New
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$24.2K +$24.8K +3,480 New
AA
48
Ancora Advisors
Ohio
$20.9K
Simplex Trading
49
Simplex Trading
Illinois
$10.5K +$10.7K +1,509 New
FFA
50
Farther Finance Advisors
California
$8.15K -$441 -62 -5%

WHF Hedge Fund Activity: Q4 2025 in Review

58 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in WhiteHorse Finance (WHF) for Q4 2025, worth a combined $25.3M — up 11% from $22.7M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WHF positions and 8 closed out — a net gain of 9 holders — while 16 added to existing stakes and 16 trimmed.

The largest buyer was CastleKnight Management, opening a new position worth an estimated $2.08M. The largest seller was Sound Income Strategies, cutting an estimated $5.56M.

  • 58 institutional investors held WhiteHorse Finance (WHF) as of Q4 2025, up from 49 in Q3 2025.
  • Funds reported $25.3M of WhiteHorse Finance stock for Q4 2025, up 11% quarter-over-quarter.
  • 17 funds opened new WhiteHorse Finance positions in Q4 2025 and 8 closed out, a net change of +9 holders.
  • The largest WhiteHorse Finance buyer in Q4 2025 was CastleKnight Management, an estimated $2.08M added.
  • The largest WhiteHorse Finance seller in Q4 2025 was Sound Income Strategies, an estimated $5.56M sold.

Based on aggregated 13F filings for Q4 2025.