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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$816K |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$389K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$343K |
| 4 |
BlackRock
New York
|
+$247K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$150K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$867K |
| 2 |
VIA
Virtus Investment Advisers
Hartford,
Connecticut
|
-$688K |
| 3 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
-$657K |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$408K |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$345K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SSA
51
Schonfeld Strategic Advisors
New York
| – | -$345K | -35,800 | Closed |
|
52
Citadel Advisors
Miami,
Florida
| – | -$117K | -12,737 | Closed |
|
|
TC
53
TownSquare Capital
Provo,
Utah
| – | -$106K | -11,000 | Closed |
|
54
JP Morgan Chase
New York
| – | -$14.4K | -1,489 | Closed |
|
55
BNP Paribas Financial Markets
Paris,
France
| – | -$9.65K | -1,000 | Closed |
|
56
Group One Trading
Chicago,
Illinois
| – | -$921 | -100 | Closed |
|
|
SWA
57
SOA Wealth Advisors
New York
| – | -$261 | -27 | Closed |
|
58
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$83 | +9 | New |
|
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.