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Workhorse Group
WKHS

42 hedge funds and large institutions have $1.87M invested in Workhorse Group in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $1.37M | Put options by funds: $519K

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

7% more capital invested

Capital invested by funds: $1.74M → $1.87M (+$126K)

0.01% less ownership

Funds ownership: 0.06% → 0.04% (-0.01%)

11% less funds holding

Funds holding: 47 → 42 (-5)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
42
Holders Change
-5
Holders Change %
-10.64%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
7
Closed
11
Calls
$1.37M
Puts
$519K
Net Calls
+$848K
Net Calls Change
-$304K

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$635K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$45K
3
Swedbank
Swedbank
Sweden
+$27.6K
4
VPIM
Vanguard Personalized Indexing Management
California
+$19.1K
5
Group One Trading
Group One Trading
Illinois
+$17.6K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$66.8K
2
VF
Virtu Financial
New York
-$51K
3
SRL
Scientech Research LLC
New Jersey
-$27.6K
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$11.4K
5
Simplex Trading
Simplex Trading
Illinois
-$9.97K
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
26
Principal Securities
Iowa
$1.45K +$1.78K +13 +1,300%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$1.38K – – –
CAL
28
Capital Advisors Ltd
Ohio
$1K – – –
Bank of America
29
Bank of America
North Carolina
$943 -$137 -1 -10%
KBFS
30
Kohmann Bosshard Financial Services
Ohio
$593 +$820 +6 New
BTI
31
Blue Trust Inc
Georgia
$435 -$137 -1 -20%
Citigroup
32
Citigroup
New York
$418 – – –
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$270 – – –
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$217 – – –
JP Morgan Chase
35
JP Morgan Chase
New York
$151 -$4.78K -35 -97%
IA
36
IFP Advisors
Florida
$137 – – –
NFSG
37
Newbridge Financial Services Group
Florida
$122 – – –
CIA
38
Cape Investment Advisory
Georgia
$102 – – –
AWM
39
Activest Wealth Management
Florida
$70 – – –
AF
40
Allworth Financial
California
$68 – – –
AA
41
Ancora Advisors
Ohio
$61 – – –
Jones Financial Companies
42
Jones Financial Companies
Missouri
$50 – – –
S
43
SignatureFD
Georgia
$49 – – –
AA
44
Addison Advisors
Vermont
$44 – – –
TCM
45
TD Capital Management
Tennessee
$42 – – –
SPIA
46
Steward Partners Investment Advisory
New York
$41 – – –
S
47
Sachetta
Massachusetts
$35 -$2.73K -20 Closed
HPC
48
HM Payson & Co
Maine
$35 -$137 -1 Closed
FFWM
49
Future Financial Wealth Management
Ohio
$35 – – –
HFS
50
Horizon Financial Services
North Carolina
$35 – – –
1
2
3 4 5

WKHS Hedge Fund Activity: Q4 2024 in Review

42 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q4 2024, worth a combined $1.87M — up 7.2% from $1.74M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of WKHS and 6 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 11 added.

The largest buyer was Susquehanna International Group, adding an estimated $635K. The largest seller was Morgan Stanley, cutting an estimated $66.8K.

  • 42 institutional investors held Workhorse Group (WKHS) as of Q4 2024, down from 47 in Q3 2024.
  • Funds reported $1.87M of Workhorse Group stock for Q4 2024, up 7.2% quarter-over-quarter.
  • 6 funds opened new Workhorse Group positions in Q4 2024 and 11 closed out, a net change of -5 holders.
  • The largest Workhorse Group buyer in Q4 2024 was Susquehanna International Group, an estimated $635K added.
  • The largest Workhorse Group seller in Q4 2024 was Morgan Stanley, an estimated $66.8K sold.

Based on aggregated 13F filings for Q4 2024.