WHF icon

WhiteHorse Finance
WHF

Overview Fund Activity

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, 18 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
12
Closed
8
Calls
$10K
Puts
$229K
Net Calls
-$219K
Net Calls Change
-$53K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.61M
2
Marshall Wace
Marshall Wace
United Kingdom
$368K
3
UBS Group
UBS Group
Switzerland
$513K
4
BlackRock
BlackRock
New York
$919K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$142K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
$609K
2
VIA
Virtus Investment Advisers
Connecticut
$508K
3
SIS
Sound Income Strategies
Florida
$8.21M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$0
5
SSA
Schonfeld Strategic Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
1
Sound Income Strategies
Florida
$8.21M -$622K -71,308 -7%
Two Sigma Advisers
2
Two Sigma Advisers
New York
$2.71M -$270K -31,000 -9%
EFG
3
Ethos Financial Group
Pennsylvania
$1.79M +$49K +5,616 +3%
Bank of America
4
Bank of America
North Carolina
$1.61M +$773K +88,659 +92%
Two Sigma Investments
5
Two Sigma Investments
New York
$1.58M -$122K -13,974 -7%
Legal & General Group
6
Legal & General Group
United Kingdom
$1.37M +$57.3K +6,560 +4%
BCM
7
Basso Capital Management
Connecticut
$1.05M – – –
BlackRock
8
BlackRock
New York
$919K +$234K +26,808 +34%
AAM
9
Advisors Asset Management
Colorado
$609K -$821K -94,117 -57%
BTI
10
Blue Trust Inc
Georgia
$588K +$5.71K +655 +1%
GCM
11
Gables Capital Management
Florida
$559K -$164K -18,849 -23%
Squarepoint
12
Squarepoint
New York
$524K -$7.1K -814 -1%
UBS Group
13
UBS Group
Switzerland
$513K +$325K +37,294 +173%
VIA
14
Virtus Investment Advisers
Connecticut
$508K -$652K -74,765 -56%
TI
15
Tidal Investments
Wisconsin
$441K +$9.68K +1,110 +2%
BAMF
16
BI Asset Management Fondsmaeglerselskab
Denmark
$423K – – –
TI
17
Trexquant Investment
Connecticut
$415K +$138K +15,813 +50%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$412K +$12.5K +1,438 +3%
Marshall Wace
19
Marshall Wace
United Kingdom
$368K +$368K +42,240 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$339K -$149K -17,050 -30%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$277K -$10.6K -1,213 -4%
Raymond James Financial
22
Raymond James Financial
Florida
$274K -$67.4K -7,729 -20%
DCM
23
Dimension Capital Management
Florida
$247K – – –
AAS
24
Avantax Advisory Services
Texas
$240K +$122 +14 +0.1%
BA
25
Bard Associates
Illinois
$219K -$4.55K -500 -2%
1
2 3