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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
CTC
426
Central Trust Company
Missouri
$53.2K -$331 -3 -0.6%
GWSG
427
GPS Wealth Strategies Group
Colorado
$52.7K +$43K +390 +557%
SIC
428
Salem Investment Counselors
North Carolina
$52.2K +$8.94K +81 +22%
NSIM
429
North Star Investment Management
Illinois
$50.9K +$110 +1 +0.2%
TWD
430
True Wealth Design
Ohio
$50.8K +$9.82K +89 +25%
FF
431
Friedenthal Financial
New Jersey
$50.1K +$48.3K +438 New
GWP
432
Gen-Wealth Partners
Michigan
$49.9K
RA
433
Ransom Advisory
Rhode Island
$48.7K
LSA
434
Leonteq Securities AG
Switzerland
$47.2K -$64.2K -582 -59%
PFBT
435
Parkside Financial Bank & Trust
Missouri
$47.2K +$552 +5 +1%
TF
436
Tompkins Financial
New York
$43.8K
PMFA
437
Plante Moran Financial Advisors
Michigan
$41.4K +$2.76K +25 +7%
DMBA
438
Deseret Mutual Benefit Administrators
Utah
$40.6K
TWC
439
TD Waterhouse Canada
Ontario, Canada
$36.6K +$19.3K +175 +121%
UB
440
UMB Bank
Missouri
$36.5K +$12.7K +115 +56%
HWA
441
HHM Wealth Advisors
Tennessee
$36.2K +$23.8K +216 +216%
LFA
442
Legend Financial Advisors
Pennsylvania
$34.3K +$33.1K +300 New
LC
443
Lindbrook Capital
California
$33K +$1.88K +17 +6%
BWL
444
Bogart Wealth LLC
Virginia
$32.3K +$16.6K +150 +114%
GI
445
GAMMA Investing
California
$31.5K +$23.2K +210 +323%
NRG
446
Nemes Rush Group
Michigan
$31.4K +$13.4K +121 +79%
ST
447
Smithfield Trust
Pennsylvania
$31K
SS
448
SBI Securities
Japan
$30.3K +$29.2K +265 New
SWM
449
Sugarloaf Wealth Management
Georgia
$28.3K
BLC
450
Brown, Lisle/Cummings
Rhode Island
$27.5K +$26.5K +240 New

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.