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Whirlpool

510 hedge funds and large institutions have $4.01B invested in Whirlpool in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 138 increasing their positions, 191 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

41% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 68

12% more call options, than puts

Call options by funds: $210M | Put options by funds: $188M

5% more funds holding

Funds holding: 488510 (+22)

0.35% more ownership

Funds ownership: 98.51%98.86% (+0.35%)

7% less capital invested

Capital invested by funds: $4.33B → $4.01B (-$324M)

28% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 191

Holders
510
Holders Change
+22
Holders Change %
+4.51%
% of All Funds
6.2%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
96
Increased
138
Reduced
191
Closed
68
Calls
$210M
Puts
$188M
Net Calls
+$22.2M
Net Calls Change
+$46.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
301
Jacobi Capital Management
Pennsylvania
$242K -$84.2K -1,141 -25%
SGCA
302
Steel Grove Capital Advisors
Tennessee
$241K -$1.19M -16,070 -83%
BRWA
303
B. Riley Wealth Advisors
Florida
$239K +$51.5K +697 +27%
KeyBank National Association
304
KeyBank National Association
Ohio
$238K -$12.7K -172 -5%
TI
305
Tidal Investments
Wisconsin
$238K -$91.5K -1,240 -27%
MG
306
Marex Group
$231K +$236K +3,197 New
SCM
307
Sterling Capital Management
North Carolina
$229K -$10.6K -144 -4%
GAM
308
Griffin Asset Management
New York
$225K -$4.58K -62 -2%
SPIA
309
Steward Partners Investment Advisory
New York
$224K +$213K +2,884 +1,317%
VAMG
310
Voisard Asset Management Group
Michigan
$224K
LFA
311
Legacy Financial Advisors
Kentucky
$219K -$1.99K -27 -0.9%
FTEA
312
Forty-three Eighteen Advisors
Arkansas
$216K +$221K +3,000 New
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$214K -$18.5K -250 -8%
WS
314
Wedbush Securities
California
$214K +$219K +2,960 New
BTC
315
Bank & Trust Company
Illinois
$213K -$5.17K -70 -2%
URS
316
Utah Retirement Systems
Utah
$209K
ONSWM
317
Old North State Wealth Management
North Carolina
$209K +$10.6K +143 +5%
PWM
318
Prosperity Wealth Management
California
$203K +$208K +2,812 New
VRS
319
Virginia Retirement Systems
Virginia
$202K +$207K +2,800 New
FFM
320
Forum Financial Management
Illinois
$202K
Amundi
321
Amundi
France
$202K +$206K +2,797 New
SIC
322
Sage Investment Counsel
Tennessee
$202K +$206K +2,795 New
HPC
323
HM Payson & Co
Maine
$196K -$14.8K -200 -7%
VWM
324
Vermillion Wealth Management
Minnesota
$190K -$29.1K -394 -13%
HNB
325
Huntington National Bank
Ohio
$189K -$114K -1,540 -37%