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Workhorse Group
WKHS

47 hedge funds and large institutions have $1.74M invested in Workhorse Group in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $276K

0.03% less ownership

Funds ownership: 0.09% → 0.06% (-0.03%)

22% less funds holding

Funds holding: 60 → 47 (-13)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

54% less capital invested

Capital invested by funds: $3.78M → $1.74M (-$2.04M)

57% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 23

Holders
47
Holders Change
-13
Holders Change %
-21.67%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
8
Reduced
12
Closed
23
Calls
$1.43M
Puts
$276K
Net Calls
+$1.15M
Net Calls Change
-$632K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$160K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$139K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$103K
4
VF
Virtu Financial
New York
+$65.6K
5
Morgan Stanley
Morgan Stanley
New York
+$65K

Top Sellers

Rank Fund Capital Flow
1
CC
Centiva Capital
New York
-$522K
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$306K
3
Charles Schwab
Charles Schwab
California
-$123K
4
Man Group
Man Group
United Kingdom
-$106K
5
Northern Trust
Northern Trust
Illinois
-$74.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$50 – – –
NA
52
NewEdge Advisors
Louisiana
$47 -$169 -1 Closed
GRP
53
Global Retirement Partners
California
$44 – – –
SIC
54
Salem Investment Counselors
North Carolina
$44 – – –
FFWM
55
Future Financial Wealth Management
Ohio
$43 – – –
HFS
56
Horizon Financial Services
North Carolina
$43 – – –
OC
57
Oarsman Capital
Wisconsin
$43 – – –
TWC
58
TD Waterhouse Canada
Ontario, Canada
$38 – – –
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$37 -$169 -1 Closed
QCG
60
Quadrant Capital Group
Ohio
$36 – – –
PFBT
61
Parkside Financial Bank & Trust
Missouri
$30 – – –
JFA
62
JNBA Financial Advisors
Minnesota
$25 – – –
US Bancorp
63
US Bancorp
Minnesota
$23 – – –
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$22 – – –
CA
65
Continuum Advisory
Idaho
$21 – – –
CA
66
CoreCap Advisors
Michigan
$17 – – –
FFA
67
Farther Finance Advisors
California
$13 – – –
WSFS
68
Wilmington Savings Fund Society
Delaware
$13 – – –
HI
69
Harbour Investments
Wisconsin
$12 – – –
GWSG
70
GPS Wealth Strategies Group
Colorado
$11 – – –
AWM
71
Avior Wealth Management
Nebraska
$10 – – –
CYG
72
Clean Yield Group
Vermont
$9 – – –
CFFP
73
Center for Financial Planning
Michigan
$5 – – –
CPA
74
Capital Performance Advisors
California
$4 – – –
LFG
75
Larson Financial Group
Missouri
$4 – – –
1 2
3
4 5

WKHS Hedge Fund Activity: Q3 2024 in Review

47 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2024, worth a combined $1.74M — down 54% from $3.78M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of WKHS and 10 opened new positions — a net loss of 13 holders — while 12 trimmed existing stakes and 8 added.

The largest buyer was Vanguard Group, adding an estimated $160K. The largest seller was Centiva Capital, exiting entirely with an estimated $522K sold.

  • 47 institutional investors held Workhorse Group (WKHS) as of Q3 2024, down from 60 in Q2 2024.
  • Funds reported $1.74M of Workhorse Group stock for Q3 2024, down 54% quarter-over-quarter.
  • 10 funds opened new Workhorse Group positions in Q3 2024 and 23 closed out, a net change of -13 holders.
  • The largest Workhorse Group buyer in Q3 2024 was Vanguard Group, an estimated $160K added.
  • The largest Workhorse Group seller in Q3 2024 was Centiva Capital, an estimated $522K sold.

Based on aggregated 13F filings for Q3 2024.