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Whirlpool

485 hedge funds and large institutions have $3.49B invested in Whirlpool in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 210 increasing their positions, 105 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 105

15.42% more ownership

Funds ownership: 98.86%114.29% (+15%)

5% less funds holding

Funds holding: 510485 (-25)

13% less capital invested

Capital invested by funds: $4.01B → $3.49B (-$521M)

14% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 99

19% less call options, than puts

Call options by funds: $154M | Put options by funds: $190M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
485
Holders Change
-25
Holders Change %
-4.9%
% of All Funds
5.97%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
85
Increased
210
Reduced
105
Closed
99
Calls
$154M
Puts
$190M
Net Calls
-$36.1M
Net Calls Change
-$58.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BL
451
BFSG LLC
California
$1.08K
CMBA
452
C.M. Bidwell & Associates
Hawaii
$1.08K
RS
453
Rakuten Securities
Japan
$1.02K -$147 -2 -10%
BCWM
454
Bartlett & Co Wealth Management
Ohio
$955 +$1.32K +18 New
PMFA
455
Plante Moran Financial Advisors
Michigan
$863
CA
456
Clearstead Advisors
Ohio
$809 -$12.3K -168 -92%
BFS
457
Bare Financial Services
Pennsylvania
$809 -$220 -3 -17%
TPWA
458
Twin Peaks Wealth Advisors
California
$809 +$1.1K +15 New
CB
459
Centennial Bank
Arkansas
$755
WFA
460
West Financial Advisors
Iowa
$540
JWA
461
JFS Wealth Advisors
Pennsylvania
$486 -$294 -4 -31%
BGAI
462
Bruce G. Allen Investments
Colorado
$485 -$440 -6 -40%
CT
463
Coastline Trust
Rhode Island
$485
WSFG
464
Wall Street Financial Group
Illinois
$485 +$661 +9 New
CTWM
465
Cherry Tree Wealth Management
Minnesota
$432
HHCP
466
Hilton Head Capital Partners
South Carolina
$377
B
467
Bayban
Minnesota
$324
BIAS
468
Beacon Investment Advisory Services
New Jersey
$324 +$440 +6 New
CCWM
469
Cassaday & Co Wealth Management
Virginia
$270 +$367 +5 New
QWM
470
Quaker Wealth Management
New Jersey
$270 +$367 +5 New
FFO
471
Fortitude Family Office
Arizona
$216 -$220 -3 -43%
CH
472
Cromwell Holdings
Wyoming
$216
AUB
473
Atlantic Union Bankshares
Virginia
$216 +$294 +4 New
VCM
474
Versant Capital Management
Arizona
$162 -$2.06K -28 -90%
DPW
475
DiNuzzo Private Wealth
Pennsylvania
$162 -$147 -2 -40%