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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
CAWM
76
Capital A Wealth Management
Pennsylvania
$2 – – –
GRP
77
Global Retirement Partners
California
$2 – – –
IRC
78
Investors Research Corp
Georgia
$2 – – –
AFG
79
Albion Financial Group
Utah
$1 – – –
AP
80
Atwood & Palmer
Missouri
$1 – – –
Barclays
81
Barclays
United Kingdom
$1 – – –
CSC
82
Caldwell Sutter Capital
California
$1 – – –
CA
83
Clearstead Advisors
Ohio
$1 – – –
CF
84
Corebridge Financial
Texas
$1 – – –
EWA
85
EverSource Wealth Advisors
Alabama
$1 – – –
MWA
86
Medallion Wealth Advisors
Connecticut
$1 – – –
VF
87
Virtu Financial
New York
– -$51K -388 Closed
SRL
88
Scientech Research LLC
New Jersey
– -$27.6K -212 Closed
EI
89
Ethic Inc
New York
– -$3.58K -102 Closed
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
– -$11.4K -88 Closed
Simplex Trading
91
Simplex Trading
Illinois
– -$9.97K -73 Closed
Federated Hermes
92
Federated Hermes
Pennsylvania
– -$407 -3 Closed
CM
93
Castleark Management
Illinois
– -$164 -1 Closed
CPA
94
Capital Performance Advisors
California
– -$4 – –
CFFP
95
Center for Financial Planning
Michigan
– -$5 – –
IAIM
96
International Assets Investment Management
Florida
– -$71 – –
KA
97
Kozak & Associates
Colorado
– -$1 – –
LFG
98
Larson Financial Group
Missouri
– -$4 – –
OC
99
Oarsman Capital
Wisconsin
– -$43 – –
SCM
100
Sterling Capital Management
North Carolina
– -$2 – –
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.