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Workhorse Group
WKHS

42 hedge funds and large institutions have $1.87M invested in Workhorse Group in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $1.37M | Put options by funds: $519K

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

7% more capital invested

Capital invested by funds: $1.74M → $1.87M (+$126K)

0.01% less ownership

Funds ownership: 0.06% → 0.04% (-0.01%)

11% less funds holding

Funds holding: 47 → 42 (-5)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
42
Holders Change
-5
Holders Change %
-10.64%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
7
Closed
11
Calls
$1.37M
Puts
$519K
Net Calls
+$848K
Net Calls Change
-$304K

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$635K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$45K
3
Swedbank
Swedbank
Sweden
+$27.6K
4
VPIM
Vanguard Personalized Indexing Management
California
+$19.1K
5
Group One Trading
Group One Trading
Illinois
+$17.6K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$66.8K
2
VF
Virtu Financial
New York
-$51K
3
SRL
Scientech Research LLC
New Jersey
-$27.6K
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$11.4K
5
Simplex Trading
Simplex Trading
Illinois
-$9.97K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
51
Salem Investment Counselors
North Carolina
$35 – – –
TWC
52
TD Waterhouse Canada
Ontario, Canada
$34 – – –
National Bank of Canada
53
National Bank of Canada
Quebec, Canada
$30 – – –
QCG
54
Quadrant Capital Group
Ohio
$29 – – –
CA
55
CoreCap Advisors
Michigan
$28 – – –
PFBT
56
Parkside Financial Bank & Trust
Missouri
$24 – – –
JFA
57
JNBA Financial Advisors
Minnesota
$20 – – –
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$19 – – –
NA
59
NewEdge Advisors
Louisiana
$19 – – –
US Bancorp
60
US Bancorp
Minnesota
$18 – – –
CSWM
61
Cassady Schiller Wealth Management
Ohio
$17 -$137 -1 Closed
VHAM
62
Van Hulzen Asset Management
California
$17 – – –
CA
63
Continuum Advisory
Idaho
$13 – – –
FFA
64
Farther Finance Advisors
California
$13 – – –
HI
65
Harbour Investments
Wisconsin
$10 – – –
WSFS
66
Wilmington Savings Fund Society
Delaware
$10 – – –
GWSG
67
GPS Wealth Strategies Group
Colorado
$9 – – –
AWM
68
Avior Wealth Management
Nebraska
$8 – – –
Fidelity Investments
69
Fidelity Investments
Massachusetts
$7 -$957 -7 Closed
CYG
70
Clean Yield Group
Vermont
$7 – – –
ITIM
71
Indiana Trust & Investment Management
Indiana
$7 – – –
T
72
Transce3nd
Texas
$4 – – –
MCM
73
MAI Capital Management
Ohio
$3 – – –
MSG
74
Main Street Group
Virginia
$3 – – –
VWM
75
Vermillion Wealth Management
Minnesota
$3 – – –
1 2
3
4 5

WKHS Hedge Fund Activity: Q4 2024 in Review

42 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q4 2024, worth a combined $1.87M — up 7.2% from $1.74M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of WKHS and 6 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 11 added.

The largest buyer was Susquehanna International Group, adding an estimated $635K. The largest seller was Morgan Stanley, cutting an estimated $66.8K.

  • 42 institutional investors held Workhorse Group (WKHS) as of Q4 2024, down from 47 in Q3 2024.
  • Funds reported $1.87M of Workhorse Group stock for Q4 2024, up 7.2% quarter-over-quarter.
  • 6 funds opened new Workhorse Group positions in Q4 2024 and 11 closed out, a net change of -5 holders.
  • The largest Workhorse Group buyer in Q4 2024 was Susquehanna International Group, an estimated $635K added.
  • The largest Workhorse Group seller in Q4 2024 was Morgan Stanley, an estimated $66.8K sold.

Based on aggregated 13F filings for Q4 2024.