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Workhorse Group

33 hedge funds and large institutions have $442K invested in Workhorse Group in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

85% more call options, than puts

Call options by funds: $471K | Put options by funds: $255K

0.57% more ownership

Funds ownership: 0.04%0.61% (+0.57%)

21% less funds holding

Funds holding: 4233 (-9)

56% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 16

76% less capital invested

Capital invested by funds: $1.87M → $442K (-$1.42M)

Holders
33
Holders Change
-9
Holders Change %
-21.43%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
4
Closed
16
Calls
$471K
Puts
$255K
Net Calls
+$216K
Net Calls Change
-$632K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$128K +$401K +5,679 +4,772%
Vanguard Group
2
Vanguard Group
Pennsylvania
$102K
Geode Capital Management
3
Geode Capital Management
Massachusetts
$61.8K +$41.2K +584 +26%
Swedbank
4
Swedbank
Sweden
$60.5K +$148K +2,099 +328%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$31.1K -$319K -4,525 -76%
BlackRock
6
BlackRock
New York
$29.8K
Group One Trading
7
Group One Trading
Illinois
$10.7K +$21.5K +305 +171%
Belvedere Trading
8
Belvedere Trading
Illinois
$6.02K +$19.3K +273 New
Morgan Stanley
9
Morgan Stanley
New York
$5.86K +$5.72K +81 +44%
PS
10
Principal Securities
Iowa
$1.45K +$11.2K +159 +1,136%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.34K +$2.89K +41 +186%
RA
12
Rise Advisors
New York
$478 +$1.55K +22 New
SS
13
SBI Securities
Japan
$453 +$494 +7 +50%
MA
14
MCF Advisors
Kentucky
$363
Wells Fargo
15
Wells Fargo
California
$354
Fidelity Investments
16
Fidelity Investments
Massachusetts
$305 +$988 +14 New
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$293
CIA
18
Cape Investment Advisory
Georgia
$269 +$776 +11 +1,100%
BTI
19
Blue Trust Inc
Georgia
$103 +$71 +1 +25%
Bank of America
20
Bank of America
North Carolina
$75 -$423 -6 -67%
IA
21
IFP Advisors
Florida
$68 +$1.2K +17 +1,700%
JP Morgan Chase
22
JP Morgan Chase
New York
$59 +$141 +2 +200%
Citigroup
23
Citigroup
New York
$48 -$141 -2 -50%
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45 -$71 -1 -33%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$45

WKHS Hedge Fund Activity: Q1 2025 in Review

33 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q1 2025, worth a combined $442K — down 76% from $1.87M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of WKHS and 7 opened new positions — a net loss of 9 holders — while 4 trimmed existing stakes and 12 added.

The largest buyer was UBS Group, adding an estimated $401K. The largest seller was Susquehanna International Group, cutting an estimated $319K.

  • 33 institutional investors held Workhorse Group (WKHS) as of Q1 2025, down from 42 in Q4 2024.
  • Funds reported $442K of Workhorse Group stock for Q1 2025, down 76% quarter-over-quarter.
  • 7 funds opened new Workhorse Group positions in Q1 2025 and 16 closed out, a net change of -9 holders.
  • The largest Workhorse Group buyer in Q1 2025 was UBS Group, an estimated $401K added.
  • The largest Workhorse Group seller in Q1 2025 was Susquehanna International Group, an estimated $319K sold.

Based on aggregated 13F filings for Q1 2025.