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
CFB
401
Cullen/Frost Bankers
Texas
$105K -$1.76K -16 -2%
RIL
402
Rothschild Investment LLC
Illinois
$105K
IA
403
IFP Advisors
Florida
$99.2K -$14.3K -130 -13%
QCG
404
Quadrant Capital Group
Ohio
$97.2K
CA
405
Clearstead Advisors
Ohio
$94.4K +$8.28K +75 +10%
PA
406
Parallel Advisors
California
$92.3K -$1.66K -15 -2%
PIM
407
Platinum Investment Management
Australia
$88.8K -$21.3K -193 -20%
LI
408
LRI Investments
Florida
$88.7K
AF
409
Allworth Financial
California
$87.7K +$10.8K +98 +17%
SCM
410
Silvant Capital Management
Georgia
$84.7K
MCM
411
MAI Capital Management
Ohio
$83.8K +$80.8K +732 New
GRP
412
Global Retirement Partners
California
$77.8K -$1.76K -16 -2%
BC
413
Bayforest Capital
United Kingdom
$76K +$73.3K +664 New
Jones Financial Companies
414
Jones Financial Companies
Missouri
$75.2K +$47.6K +431 +191%
GWM
415
Geneos Wealth Management
Colorado
$75K +$662 +6 +0.9%
SNB
416
Security National Bank
Nebraska
$73.8K
HDIM
417
Hanson & Doremus Investment Management
Vermont
$69K
Bank Julius Baer & Co
418
Bank Julius Baer & Co
Switzerland
$59.2K +$3.09K +28 +6%
TC
419
Trust Company
Kansas
$57.8K +$55.7K +505 New
GM
420
GeoWealth Management
Illinois
$56.7K +$18K +163 +49%
BBHC
421
Brown Brothers Harriman & Co
New York
$56.4K -$98.4K -892 -64%
RFS
422
Richardson Financial Services
Massachusetts
$55.2K -$9.93K -90 -16%
AFS
423
Anderson Financial Strategies
Ohio
$54.5K +$52.5K +476 New
PS
424
Principal Securities
Iowa
$54.4K -$17.5K -159 -25%
HI
425
Harbour Investments
Wisconsin
$53.4K +$5.63K +51 +12%

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.