We are live on ! Find out more
WHF icon

WhiteHorse Finance

51 hedge funds and large institutions have $33.1M invested in WhiteHorse Finance in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% less ownership

Funds ownership: 15.17%14.73% (-0.44%)

3% less capital invested

Capital invested by funds: $34.2M → $33.1M (-$1.12M)

16% less funds holding

Funds holding: 6151 (-10)

29% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 21

67% less call options, than puts

Call options by funds: $81K | Put options by funds: $247K

77% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 13

Holders
51
Holders Change
-10
Holders Change %
-16.39%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
21
Closed
13
Calls
$81K
Puts
$247K
Net Calls
-$166K
Net Calls Change
-$225K
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1
Sound Income Strategies
Florida
$9.78M +$493K +48,078 +5%
Two Sigma Advisers
2
Two Sigma Advisers
New York
$3.3M +$228K +22,200 +7%
EFG
3
Ethos Financial Group
Pennsylvania
$1.93M +$2.05M +200,057 New
Two Sigma Investments
4
Two Sigma Investments
New York
$1.88M -$170K -16,569 -8%
AAM
5
Advisors Asset Management
Colorado
$1.58M -$14.8K -1,444 -0.9%
Legal & General Group
6
Legal & General Group
United Kingdom
$1.44M -$82.6K -8,056 -5%
VIA
7
Virtus Investment Advisers
Connecticut
$1.28M +$1.36M +133,021 New
BCM
8
Basso Capital Management
Connecticut
$1.16M
Bank of America
9
Bank of America
North Carolina
$930K +$565K +55,044 +133%
GCM
10
Gables Capital Management
Florida
$800K -$1.79K -175 -0.2%
BlackRock
11
BlackRock
New York
$759K +$43.8K +4,274 +6%
BTI
12
Blue Trust Inc
Georgia
$644K +$126K +12,328 +23%
Squarepoint
13
Squarepoint
New York
$588K +$162K +15,790 +35%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$540K -$150K -14,615 -21%
TI
15
Tidal Investments
Wisconsin
$477K
BAMF
16
BI Asset Management Fondsmaeglerselskab
Denmark
$468K +$58.6K +5,715 +13%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$442K +$99.6K +9,709 +27%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$408K -$191K -18,604 -31%
Raymond James Financial
19
Raymond James Financial
Florida
$378K -$28.9K -2,819 -7%
SSA
20
Schonfeld Strategic Advisors
New York
$345K -$15.4K -1,500 -4%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$318K -$119K -11,623 -26%
TI
22
Trexquant Investment
Connecticut
$307K -$89.4K -8,712 -22%
DCM
23
Dimension Capital Management
Florida
$273K
AAS
24
Avantax Advisory Services
Texas
$266K -$16.3K -1,587 -5%
Morgan Stanley
25
Morgan Stanley
New York
$251K -$215K -20,918 -45%

WHF Hedge Fund Activity: Q1 2025 in Review

51 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in WhiteHorse Finance (WHF) for Q1 2025, worth a combined $33.1M — down 3.3% from $34.2M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of WHF and 3 opened new positions — a net loss of 10 holders — while 21 trimmed existing stakes and 15 added.

The largest buyer was Ethos Financial Group, opening a new position worth an estimated $2.05M. The largest seller was Millennium Management, exiting entirely with an estimated $1.26M sold.

  • 51 institutional investors held WhiteHorse Finance (WHF) as of Q1 2025, down from 61 in Q4 2024.
  • Funds reported $33.1M of WhiteHorse Finance stock for Q1 2025, down 3.3% quarter-over-quarter.
  • 3 funds opened new WhiteHorse Finance positions in Q1 2025 and 13 closed out, a net change of -10 holders.
  • The largest WhiteHorse Finance buyer in Q1 2025 was Ethos Financial Group, an estimated $2.05M added.
  • The largest WhiteHorse Finance seller in Q1 2025 was Millennium Management, an estimated $1.26M sold.

Based on aggregated 13F filings for Q1 2025.