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Workhorse Group
WKHS

Overview Fund Activity

75 hedge funds and large institutions have $1.73M invested in Workhorse Group in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 10 increasing their positions, 23 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-14
Holders Change %
-15.73%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
10
Reduced
23
Closed
27
Calls
$1.43M
Puts
$276K
Net Calls
+$1.15M
Net Calls Change
-$632K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$604K
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$246K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$168K
4
VF
4
Virtu Financial
New York
$51K
5
Morgan Stanley
5
Morgan Stanley
New York
$87.7K

Top Sellers

1
CC
1
Centiva Capital
New York
$0
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$11.4K
3
Charles Schwab
3
Charles Schwab
California
$0
4
Man Group
4
Man Group
United Kingdom
$0
5
SEI Investments
5
SEI Investments
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$47 -$35 -3 -43%
SIC
52
Salem Investment Counselors
North Carolina
$44 – – –
GRP
53
Global Retirement Partners
California
$44 – – –
HFS
54
Horizon Financial Services
North Carolina
$43 – – –
OC
55
Oarsman Capital
Wisconsin
$43 +$43 +4 New
FFWM
56
Future Financial Wealth Management
Ohio
$43 +$43 +4 New
TWC
57
TD Waterhouse Canada
Ontario, Canada
$38 – – –
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$37 -$62 -5 -63%
QCG
59
Quadrant Capital Group
Ohio
$36 – – –
PFBT
60
Parkside Financial Bank & Trust
Missouri
$30 – – –
JFA
61
JNBA Financial Advisors
Minnesota
$25 – – –
US Bancorp
62
US Bancorp
Minnesota
$23 – – –
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$22 +$22 +2 New
CA
64
Continuum Advisory
Idaho
$21 – – –
CA
65
CoreCap Advisors
Michigan
$17 – – –
FFA
66
Farther Finance Advisors
California
$13 – – –
WSFS
67
Wilmington Savings Fund Society
Delaware
$13 +$13 +1 New
HI
68
Harbour Investments
Wisconsin
$12 – – –
GWSG
69
GPS Wealth Strategies Group
Colorado
$11 -$44 -4 -80%
AWM
70
Avior Wealth Management
Nebraska
$10 – – –
CYG
71
Clean Yield Group
Vermont
$9 – – –
CFFP
72
Center for Financial Planning
Michigan
$5 – – –
LFG
73
Larson Financial Group
Missouri
$4 – – –
CPA
74
Capital Performance Advisors
California
$4 – – –
IRC
75
Investors Research Corp
Georgia
$3 -$5 – –
1 2
3
4 5