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Workhorse Group

184 hedge funds and large institutions have $81.1M invested in Workhorse Group in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 54 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
-11
Holders Change %
-5.64%
% of All Funds
2.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
45
Reduced
54
Closed
26
Calls
$1.2M
Puts
$1.09M
Net Calls
+$116K
Net Calls Change
-$3.89M
Name Holding Trade Value Shares
Change
Shares
Change %
RTC
126
Riverview Trust Company
Washington
$9.37K
Canada Life
127
Canada Life
Manitoba, Canada
$9K
IA
128
IFP Advisors
Florida
$8.92K -$19.8K -31 -69%
CFD
129
Creative Financial Designs
Indiana
$7.95K
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$7.44K
NFSG
131
Newbridge Financial Services Group
Florida
$6.72K
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$5.63K
BAM
133
Belpointe Asset Management
Nevada
$5.52K +$4.53K +23 +460%
RFA
134
Register Financial Advisors
Georgia
$5.32K
NA
135
NewEdge Advisors
Louisiana
$4.2K -$5.5K -17 -57%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$4K -$615 -2 -13%
VNA
137
Valley National Advisers
Pennsylvania
$4K
CSWM
138
Cassady Schiller Wealth Management
Ohio
$3.26K
IAIM
139
International Assets Investment Management
Florida
$3.02K +$3.02K +9 New
S
140
SignatureFD
Georgia
$2.6K -$325 -1 -11%
AF
141
Allworth Financial
California
$2K
AA
142
Addison Advisors
Vermont
$1.66K
QCG
143
Quadrant Capital Group
Ohio
$1.65K
TCM
144
TD Capital Management
Tennessee
$1.6K
GWSG
145
GPS Wealth Strategies Group
Colorado
$1.57K +$1.57K +5 New
SIS
146
Sound Income Strategies
Florida
$1.56K
Credit Agricole
147
Credit Agricole
France
$1.33K -$333 -1 -20%
SIC
148
Salem Investment Counselors
North Carolina
$1.33K
HS
149
Horan Securities
United States
$1.29K
AI
150
AdvisorShares Investments
Maryland
$1.29K +$322 +1 +33%