We are live on ! Find out more
WHR icon

Whirlpool

543 hedge funds and large institutions have $5.36B invested in Whirlpool in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 212 increasing their positions, 159 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 64

33% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 159

11% more capital invested

Capital invested by funds: $4.82B → $5.36B (+$541M)

2.82% more ownership

Funds ownership: 81.99%84.81% (+2.8%)

2% more funds holding

Funds holding: 530543 (+13)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less call options, than puts

Call options by funds: $211M | Put options by funds: $221M

Holders
543
Holders Change
+13
Holders Change %
+2.45%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
87
Increased
212
Reduced
159
Closed
64
Calls
$211M
Puts
$221M
Net Calls
-$9.12M
Net Calls Change
+$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
226
HSBC Holdings
United Kingdom
$815K -$64.1K -581 -8%
SLWA
227
San Luis Wealth Advisors
California
$810K +$56.3K +510 +8%
Handelsbanken Fonder
228
Handelsbanken Fonder
Sweden
$801K -$110K -1,000 -13%
MC
229
Moors & Cabot
Massachusetts
$799K
Pathstone Holdings
230
Pathstone Holdings
New Jersey
$799K +$64.1K +581 +9%
PAS
231
Park Avenue Securities
New York
$798K -$14.3K -130 -2%
LAM
232
Lakewood Asset Management
Illinois
$794K +$8.16K +74 +1%
DWM
233
Dakota Wealth Management
Florida
$780K -$64.4K -584 -8%
Corient Private Wealth
234
Corient Private Wealth
Florida
$770K -$512K -4,641 -41%
ATIA
235
American Trust Investment Advisors
New Hampshire
$766K +$158K +1,430 +27%
X
236
Xponance
Pennsylvania
$755K +$37.7K +342 +5%
CAM
237
Cresset Asset Management
Illinois
$741K -$381K -3,454 -35%
VOYA Investment Management
238
VOYA Investment Management
Georgia
$736K -$50.4K -457 -7%
Deutsche Bank
239
Deutsche Bank
Germany
$729K +$155K +1,403 +28%
SSG
240
Summit Securities Group
New York
$721K +$342K +3,100 +97%
DCM
241
Donaldson Capital Management
Indiana
$721K +$4.52K +41 +0.7%
SOADOR
242
State of Alaska Department of Revenue
Alaska
$720K -$11K -100 -2%
HAM
243
Harmony Asset Management
Arizona
$717K +$22.1K +200 +3%
QCM
244
Quantinno Capital Management
New York
$700K +$211K +1,914 +46%
AAS
245
Avantax Advisory Services
Texas
$688K +$100K +908 +18%
Boston Partners
246
Boston Partners
Massachusetts
$661K -$5.3M -47,996 -89%
BCM
247
Birmingham Capital Management
Alabama
$660K -$39.9K -362 -6%
MAG
248
Members Advisory Group
New York
$647K -$5.19K -47 -0.8%
NAM
249
NorthCrest Asset Manangement
Minnesota
$646K +$6.62K +60 +1%
AI
250
Atria Investments
North Carolina
$629K +$83.4K +756 +16%

WHR Hedge Fund Activity: Q4 2024 in Review

543 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q4 2024, worth a combined $5.36B — up 11% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new WHR positions and 64 closed out — a net gain of 23 holders — while 212 added to existing stakes and 159 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $72.7M. The largest seller was BlackRock, cutting an estimated $26.6M.

  • 543 institutional investors held Whirlpool (WHR) as of Q4 2024, up from 530 in Q3 2024.
  • Funds reported $5.36B of Whirlpool stock for Q4 2024, up 11% quarter-over-quarter.
  • 87 funds opened new Whirlpool positions in Q4 2024 and 64 closed out, a net change of +23 holders.
  • The largest Whirlpool buyer in Q4 2024 was Fidelity Investments, an estimated $72.7M added.
  • The largest Whirlpool seller in Q4 2024 was BlackRock, an estimated $26.6M sold.

Based on aggregated 13F filings for Q4 2024.