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WhiteHorse Finance
WHF

Overview Fund Activity

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.

Holders
51
Holders Change
-10
Holders Change %
-16.39%
% of All Funds
0.69%
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

Top Buyers

1
EFG
1
Ethos Financial Group
Pennsylvania
$1.93M
2
VIA
2
Virtus Investment Advisers
Connecticut
$1.28M
3
Bank of America
3
Bank of America
North Carolina
$930K
4
SIS
4
Sound Income Strategies
Florida
$9.78M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$3.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$123K
4
VEA
4
Virtus ETF Advisers
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIS
1
Sound Income Strategies
Florida
$9.78M 1,013,374 +48,078 +5%
Two Sigma Advisers
2
Two Sigma Advisers
New York
$3.3M 341,852 +22,200 +7%
EFG
3
Ethos Financial Group
Pennsylvania
$1.93M 200,057 +200,057 New
Two Sigma Investments
4
Two Sigma Investments
New York
$1.88M 195,221 -16,569 -8%
AAM
5
Advisors Asset Management
Colorado
$1.58M 163,975 -1,444 -0.9%
Legal & General Group
6
Legal & General Group
United Kingdom
$1.44M 150,042 -8,056 -5%
VIA
7
Virtus Investment Advisers
Connecticut
$1.28M 133,021 +133,021 New
BCM
8
Basso Capital Management
Connecticut
$1.16M 120,138 – –
Bank of America
9
Bank of America
North Carolina
$930K 96,345 +55,044 +133%
GCM
10
Gables Capital Management
Florida
$800K 82,931 -175 -0.2%
BlackRock
11
BlackRock
New York
$759K 78,631 +4,274 +6%
BTI
12
Blue Trust Inc
Georgia
$644K 66,782 +12,328 +23%
Squarepoint
13
Squarepoint
New York
$588K 60,892 +15,790 +35%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$540K 55,951 -14,615 -21%
TI
15
Tidal Investments
Wisconsin
$477K 49,460 – –
BAMF
16
BI Asset Management Fondsmaeglerselskab
Denmark
$468K 48,487 +5,715 +13%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$442K 45,799 +9,709 +27%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$408K 42,235 -18,604 -31%
Raymond James Financial
19
Raymond James Financial
Florida
$378K 39,206 -2,819 -7%
SSA
20
Schonfeld Strategic Advisors
New York
$345K 35,800 -1,500 -4%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$318K 32,966 -11,623 -26%
TI
22
Trexquant Investment
Connecticut
$307K 31,806 -8,712 -22%
DCM
23
Dimension Capital Management
Florida
$273K 28,337 – –
AAS
24
Avantax Advisory Services
Texas
$266K 27,556 -1,587 -5%
Morgan Stanley
25
Morgan Stanley
New York
$251K 26,057 -20,918 -45%
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