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Workhorse Group

68 hedge funds and large institutions have $442K invested in Workhorse Group in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 8 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-6
Holders Change %
-8.11%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
31
Reduced
8
Closed
19
Calls
$471K
Puts
$255K
Net Calls
+$216K
Net Calls Change
-$632K
Name Holding Trade Value Shares
Change
Shares
Change %
TCWM
26
Total Clarity Wealth Management
Illinois
$38 +$38 +55 New
Jones Financial Companies
27
Jones Financial Companies
Missouri
$16 +$4 +2 +33%
AWM
28
Activest Wealth Management
Florida
$15
AA
29
Ancora Advisors
Ohio
$15 +$2 +1 +14%
AF
30
Allworth Financial
California
$14 +$3 +2 +22%
S
31
SignatureFD
Georgia
$11
TCM
32
TD Capital Management
Tennessee
$9
SPIA
33
Steward Partners Investment Advisory
New York
$9
CA
34
CoreCap Advisors
Michigan
$9 +$4 +2 +67%
S
35
Sachetta
Massachusetts
$8
SIC
36
Salem Investment Counselors
North Carolina
$8
QCG
37
Quadrant Capital Group
Ohio
$8 +$2 +1 +33%
CCM
38
Coldstream Capital Management
Washington
$8 +$8 +4 New
FFWM
39
Future Financial Wealth Management
Ohio
$7
TWC
40
TD Waterhouse Canada
Ontario, Canada
$7
HFS
41
Horizon Financial Services
North Carolina
$7
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$7 +$2 +1 +33%
FFA
43
Farther Finance Advisors
California
$7 +$4 +2 +100%
US Bancorp
44
US Bancorp
Minnesota
$6 +$2 +1 +50%
JFA
45
JNBA Financial Advisors
Minnesota
$6 +$2 +1 +50%
EWA
46
EverSource Wealth Advisors
Alabama
$6 +$6 +3 New
NA
47
NewEdge Advisors
Louisiana
$4
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$4 +$1 +1 +50%
GWSG
49
GPS Wealth Strategies Group
Colorado
$4 +$2 +1 +100%
CA
50
Continuum Advisory
Idaho
$4 +$2 +1 +100%