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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
AS
451
Altshuler Shaham
Israel
$27.1K -$2.54K -23 -9%
KA
452
Kozak & Associates
Colorado
$26.9K +$441 +4 +2%
VWM
453
Venturi Wealth Management
Texas
$24K +$331 +3 +1%
EWA
454
EverSource Wealth Advisors
Alabama
$24K +$12.4K +112 +114%
UCB
455
United Community Bank
South Carolina
$23.5K +$2.76K +25 +14%
DB
456
Danske Bank
Denmark
$22.9K -$44.1K -400 -67%
CT
457
Colonial Trust
South Carolina
$21.9K
MCM
458
Manchester Capital Management
Vermont
$19.6K +$331 +3 +2%
BTI
459
Blue Trust Inc
Georgia
$18.5K -$36.4K -330 -67%
WWP
460
WR Wealth Planners
Missouri
$18.2K
WB
461
Webster Bank
Connecticut
$17.7K
TCOV
462
Trust Company of Vermont
Vermont
$17.7K +$17.1K +155 New
PFG
463
Putney Financial Group
California
$17.2K +$16.6K +150 New
TFGT
464
TS Financial Group (TSFG)
Illinois
$17K
CA
465
CoreCap Advisors
Michigan
$16.4K
FCAS
466
First Command Advisory Services
Texas
$15.5K +$14.9K +135 New
BIG
467
Brooklyn Investment Group
New York
$15.1K +$110 +1 +0.8%
BC
468
Barrett & Company
Rhode Island
$14.3K
C
469
Covestor
United Kingdom
$14K +$2.87K +26 +28%
CBT
470
CoreFirst Bank & Trust
Kansas
$12.6K
CJ
471
Caitlin John
Michigan
$12.6K +$12.1K +110 New
FP
472
Financial Perspectives
Minnesota
$11.4K
NB
473
NBT Bank
New York
$11.4K
BSB
474
Bangor Savings Bank
Maine
$10.9K
HCP
475
Hexagon Capital Partners
Arkansas
$10.4K +$5.96K +54 +146%

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.