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Workhorse Group

35 hedge funds and large institutions have $739K invested in Workhorse Group in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more call options, than puts

Call options by funds: $164K | Put options by funds: $46K

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

33% more capital invested

Capital invested by funds: $555K → $739K (+$184K)

3% more funds holding

Funds holding: 3435 (+1)

0.08% less ownership

Funds ownership: 0.44%0.36% (-0.08%)

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
4
Closed
4
Calls
$164K
Puts
$46K
Net Calls
+$118K
Net Calls Change
-$29K
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
26
Sound Income Strategies
Florida
$22 +$39 +2 New
CIBC Private Wealth Group
27
CIBC Private Wealth Group
Georgia
$21
JP Morgan Chase
28
JP Morgan Chase
New York
$20
IA
29
IFP Advisors
Florida
$16
NFSG
30
Newbridge Financial Services Group
Florida
$15
AF
31
Allworth Financial
California
$14
AWM
32
Activest Wealth Management
Florida
$9
AA
33
Ancora Advisors
Ohio
$9
S
34
SignatureFD
Georgia
$7
CA
35
CoreCap Advisors
Michigan
$6
MCM
36
MAI Capital Management
Ohio
$6
TCM
37
TD Capital Management
Tennessee
$6
TWC
38
TD Waterhouse Canada
Ontario, Canada
$6
SIC
39
Salem Investment Counselors
North Carolina
$5
SPIA
40
Steward Partners Investment Advisory
New York
$5
FFA
41
Farther Finance Advisors
California
$4
FFWM
42
Future Financial Wealth Management
Ohio
$4
HFS
43
Horizon Financial Services
North Carolina
$4
JFA
44
JNBA Financial Advisors
Minnesota
$4
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$4
QCG
46
Quadrant Capital Group
Ohio
$3
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$3
US Bancorp
48
US Bancorp
Minnesota
$3
AP
49
Atwood & Palmer
Missouri
$2
CA
50
Clearstead Advisors
Ohio
$2

WKHS Hedge Fund Activity: Q3 2025 in Review

35 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2025, worth a combined $739K — up 33% from $555K a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new WKHS positions and 4 closed out — a net gain of 2 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $444K. The largest seller was UBS Group, cutting an estimated $546K.

  • 35 institutional investors held Workhorse Group (WKHS) as of Q3 2025, up from 34 in Q2 2025.
  • Funds reported $739K of Workhorse Group stock for Q3 2025, up 33% quarter-over-quarter.
  • 6 funds opened new Workhorse Group positions in Q3 2025 and 4 closed out, a net change of +2 holders.
  • The largest Workhorse Group buyer in Q3 2025 was Renaissance Technologies, an estimated $444K added.
  • The largest Workhorse Group seller in Q3 2025 was UBS Group, an estimated $546K sold.

Based on aggregated 13F filings for Q3 2025.