WHITEHORSE FIN INC COM (WHF): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

WHITEHORSE FIN INC COM (WHF)

57 + Investors. Track Smart Money conviction in WHF. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — WHF

Based on 56 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added WHF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

📊

High ownership — 93% of 3.0Y peak

93% of all-time peak

56 funds currently hold this stock — 93% of the 3.0-year high of 60 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q

4 fewer hedge funds hold WHF compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟡

Slight buying edge — 54% buying

31 buying26 selling

Last quarter: 31 funds bought or added vs 26 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter

Funds opening a new WHF position: 3 → 6 → 8 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 30% medium ■ 18% new

29 out of 56 hedge funds have held WHF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

🚀

Acceleration phase — new buyers rushing in

13 → 3 → 6 → 8 → 17 new funds/Q

New funds entering each quarter: 3 → 6 → 8 → 17. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 9% 1-2yr ■ 23% new

Of 57 current holders: 39 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds

9 of 56 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.1

out of 10

Low Exit Risk

Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	57	48	18.75%
13F Shares	4M	3M	7.0%
Total Value	$25M	$23M	8.27%
New Positions	17	8	+9
Increased Positions	14	18	-4
Closed Positions	8	10	-2
Reduced Positions	18	15	+3
Total Calls	0	0	-
Total Puts	1	1	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

18.75%

13F Shares

7.0%

Total Value

$25M

$23M

8.27%

New Positions

Increased Positions

-4

Closed Positions

-2

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

57 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WHF. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 12 institutional holders of WHF — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	GABLES CAPITAL MANAGEMENT INC.	0.16%	50,974	$377K
2	Powell Investment Advisors, LLC	0.03%	12,033	$92K
3	Northstar Advisory Group, LLC	0.03%	11,397	$84K
4	Sound Income Strategies, LLC	0.03%	72,811	$518K
5	Blue Trust, Inc.	0.01%	95,601	$707K
6	NORDEN GROUP LLC	0.01%	11,000	$81K
7	BI Asset Management Fondsmaeglerselskab A/S	0.00%	48,487	—
8	Cambridge Investment Research Advisors, Inc.	0.00%	47,169	—
9	Hilton Head Capital Partners, LLC	0.00%	65	—
10	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.00%	200	$1K
11	Farther Finance Advisors, LLC	0.00%	1,106	$8K
12	PMV Capital Advisers, LLC	0.00%	4	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — WHITEHORSE FIN INC COM (WHF)

What does the Smart Money Trend signal show for WHF?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added WHF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WHF?

Slight buying edge — 54% buying: Last quarter: 31 funds bought or added vs 26 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WHF holders?

Smaller funds dominant — 18% AUM from top-100: 9 of 56 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held WHF?

52% of holders stayed for 2+ years: 29 out of 56 hedge funds have held WHF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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WHITEHORSE FIN INC COM (WHF)

Smart Money Signals — WHF

Buying streak — 1 quarter in a row

High ownership — 93% of 3.0Y peak

Outflows — 7% fewer funds vs a year ago

Slight buying edge — 54% buying

More new buyers each quarter (+9 vs last Q)

52% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Deep conviction — 68% of holders stayed 2+ years

Smaller funds dominant — 18% AUM from top-100

Hedge Fund Ownership: WHF

Market Analysis: WHF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: WHF

Hedge Fund Positioning: WHF

Statistics: WHF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — WHITEHORSE FIN INC COM (WHF)

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