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Workhorse Group

34 hedge funds and large institutions have $555K invested in Workhorse Group in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more call options, than puts

Call options by funds: $199K | Put options by funds: $52K

26% more capital invested

Capital invested by funds: $442K → $555K (+$113K)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

3% more funds holding

Funds holding: 3334 (+1)

0.17% less ownership

Funds ownership: 0.61%0.44% (-0.17%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
8
Closed
6
Calls
$199K
Puts
$52K
Net Calls
+$147K
Net Calls Change
-$69K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$18 -$221 -17 -94%
AF
27
Allworth Financial
California
$15
NFSG
28
Newbridge Financial Services Group
Florida
$15 +$13 +1 New
CAWM
29
Capital A Wealth Management
Pennsylvania
$15 +$39 +3 New
AWM
30
Activest Wealth Management
Florida
$9
AA
31
Ancora Advisors
Ohio
$9
Jones Financial Companies
32
Jones Financial Companies
Missouri
$8
S
33
SignatureFD
Georgia
$7
CA
34
CoreCap Advisors
Michigan
$6
TCM
35
TD Capital Management
Tennessee
$6
TWC
36
TD Waterhouse Canada
Ontario, Canada
$6
SIC
37
Salem Investment Counselors
North Carolina
$5
SPIA
38
Steward Partners Investment Advisory
New York
$5
FFA
39
Farther Finance Advisors
California
$4
FFWM
40
Future Financial Wealth Management
Ohio
$4
HFS
41
Horizon Financial Services
North Carolina
$4
JFA
42
JNBA Financial Advisors
Minnesota
$4
MCM
43
MAI Capital Management
Ohio
$4
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$4
US Bancorp
45
US Bancorp
Minnesota
$4
Fidelity Investments
46
Fidelity Investments
Massachusetts
$3 -$182 -14 Closed
PW
47
Pandora Wealth
Illinois
$3
PS
48
Principal Securities
Iowa
$2 -$2.24K -173 Closed
AP
49
Atwood & Palmer
Missouri
$2
CA
50
Clearstead Advisors
Ohio
$2

WKHS Hedge Fund Activity: Q2 2025 in Review

34 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q2 2025, worth a combined $555K — up 26% from $442K a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WKHS positions and 6 closed out — a net gain of 1 holder — while 7 added to existing stakes and 8 trimmed.

The largest buyer was UBS Group, adding an estimated $323K. The largest seller was Vanguard Group, cutting an estimated $48.6K.

  • 34 institutional investors held Workhorse Group (WKHS) as of Q2 2025, up from 33 in Q1 2025.
  • Funds reported $555K of Workhorse Group stock for Q2 2025, up 26% quarter-over-quarter.
  • 7 funds opened new Workhorse Group positions in Q2 2025 and 6 closed out, a net change of +1 holder.
  • The largest Workhorse Group buyer in Q2 2025 was UBS Group, an estimated $323K added.
  • The largest Workhorse Group seller in Q2 2025 was Vanguard Group, an estimated $48.6K sold.

Based on aggregated 13F filings for Q2 2025.