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WhiteHorse Finance
WHF

61 hedge funds and large institutions have $34.2M invested in WhiteHorse Finance in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

63% more call options, than puts

Call options by funds: $152K | Put options by funds: $93K

13% more funds holding

Funds holding: 54 → 61 (+7)

1.16% more ownership

Funds ownership: 14.02% → 15.17% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 20

9% less capital invested

Capital invested by funds: $37.5M → $34.2M (-$3.28M)

Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
19
Reduced
20
Closed
4
Calls
$152K
Puts
$93K
Net Calls
+$59K
Net Calls Change
-$29K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$905K
2
IAA
Independent Advisor Alliance
North Carolina
+$835K
3
Citadel Advisors
Citadel Advisors
Florida
+$822K
4
SIS
Sound Income Strategies
Florida
+$772K
5
Two Sigma Investments
Two Sigma Investments
New York
+$380K

Top Sellers

Rank Fund Capital Flow
1
AWS
Atria Wealth Solutions
New York
-$433K
2
Marshall Wace
Marshall Wace
United Kingdom
-$385K
3
SMH
Sanders Morris Harris
Texas
-$373K
4
VEA
Virtus ETF Advisers
New York
-$305K
5
AAM
Advisors Asset Management
Colorado
-$302K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$32.9K – – –
AA
52
Ancora Advisors
Ohio
$29K – – –
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$7.47K +$8.49K +772 New
SAM
54
Synergy Asset Management
Washington
$2.87K +$2.73K +248 New
JP Morgan Chase
55
JP Morgan Chase
New York
$2.39K -$4.4K -400 -62%
Simplex Trading
56
Simplex Trading
Illinois
$2K -$3.25K -296 -56%
Group One Trading
57
Group One Trading
Illinois
$1.84K – – –
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$714 +$792 +72 New
SWA
59
SOA Wealth Advisors
New York
$261 +$297 +27 New
DAM
60
Delta Asset Management
Tennessee
$145 – – –
IA
61
IFP Advisors
Florida
$20 -$18.9K -1,717 -100%
SMH
62
Sanders Morris Harris
Texas
– -$373K -32,244 Closed
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
– -$26.2K -26,248 Closed
IAIM
64
International Assets Investment Management
Florida
– -$200 -2,314 Closed
HGERS
65
Householder Group Estate & Retirement Specialist
Arizona
– -$15K -1,307 Closed
1 2
3

WHF Hedge Fund Activity: Q4 2024 in Review

61 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WhiteHorse Finance (WHF) for Q4 2024, worth a combined $34.2M — down 8.7% from $37.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WHF positions and 4 closed out — a net gain of 9 holders — while 19 added to existing stakes and 20 trimmed.

The largest buyer was Millennium Management, adding an estimated $905K. The largest seller was Atria Wealth Solutions, cutting an estimated $433K.

  • 61 institutional investors held WhiteHorse Finance (WHF) as of Q4 2024, up from 54 in Q3 2024.
  • Funds reported $34.2M of WhiteHorse Finance stock for Q4 2024, down 8.7% quarter-over-quarter.
  • 13 funds opened new WhiteHorse Finance positions in Q4 2024 and 4 closed out, a net change of +9 holders.
  • The largest WhiteHorse Finance buyer in Q4 2024 was Millennium Management, an estimated $905K added.
  • The largest WhiteHorse Finance seller in Q4 2024 was Atria Wealth Solutions, an estimated $433K sold.

Based on aggregated 13F filings for Q4 2024.