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Workhorse Group

34 hedge funds and large institutions have $555K invested in Workhorse Group in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more call options, than puts

Call options by funds: $199K | Put options by funds: $52K

26% more capital invested

Capital invested by funds: $442K → $555K (+$113K)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

3% more funds holding

Funds holding: 3334 (+1)

0.17% less ownership

Funds ownership: 0.61%0.44% (-0.17%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
8
Closed
6
Calls
$199K
Puts
$52K
Net Calls
+$147K
Net Calls Change
-$69K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$405K +$323K +24,917 +430%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$49.2K +$12K +923 +33%
BlackRock
3
BlackRock
New York
$17.8K -$13 -1 -0.1%
Two Sigma Investments
4
Two Sigma Investments
New York
$15.9K +$15.6K +1,206 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$14.5K -$4.02K -310 -22%
HF
6
HRT Financial
New York
$12K +$12.7K +979 New
Group One Trading
7
Group One Trading
Illinois
$12K +$5.51K +425 +88%
Vanguard Group
8
Vanguard Group
Pennsylvania
$11.8K -$48.6K -3,744 -81%
SAM
9
SP Asset Management
California
$11K +$10.8K +833 New
Morgan Stanley
10
Morgan Stanley
New York
$2.57K -$908 -70 -26%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.39K +$558 +43 +68%
SS
12
SBI Securities
Japan
$309 +$26 +2 +10%
Wells Fargo
13
Wells Fargo
California
$231 +$26 +2 +13%
Bank of America
14
Bank of America
North Carolina
$221 +$182 +14 +467%
MA
15
MCF Advisors
Kentucky
$217
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$175
CIA
17
Cape Investment Advisory
Georgia
$161
Swedbank
18
Swedbank
Sweden
$120 -$35.4K -2,729 -100%
Raymond James Financial
19
Raymond James Financial
Florida
$64 +$65 +5 New
BTI
20
Blue Trust Inc
Georgia
$42 -$26 -2 -40%
Citigroup
21
Citigroup
New York
$28
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$26
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$21 +$26 +2 New
JP Morgan Chase
25
JP Morgan Chase
New York
$20 -$13 -1 -33%

WKHS Hedge Fund Activity: Q2 2025 in Review

34 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q2 2025, worth a combined $555K — up 26% from $442K a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WKHS positions and 6 closed out — a net gain of 1 holder — while 7 added to existing stakes and 8 trimmed.

The largest buyer was UBS Group, adding an estimated $323K. The largest seller was Vanguard Group, cutting an estimated $48.6K.

  • 34 institutional investors held Workhorse Group (WKHS) as of Q2 2025, up from 33 in Q1 2025.
  • Funds reported $555K of Workhorse Group stock for Q2 2025, up 26% quarter-over-quarter.
  • 7 funds opened new Workhorse Group positions in Q2 2025 and 6 closed out, a net change of +1 holder.
  • The largest Workhorse Group buyer in Q2 2025 was UBS Group, an estimated $323K added.
  • The largest Workhorse Group seller in Q2 2025 was Vanguard Group, an estimated $48.6K sold.

Based on aggregated 13F filings for Q2 2025.