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Whirlpool

531 hedge funds and large institutions have $4.33B invested in Whirlpool in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 186 increasing their positions, 174 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.88% more ownership

Funds ownership: 84.81%86.69% (+1.9%)

7% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 174

1% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 84

4% less call options, than puts

Call options by funds: $215M | Put options by funds: $225M

2% less funds holding

Funds holding: 543531 (-12)

19% less capital invested

Capital invested by funds: $5.36B → $4.33B (-$1.03B)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
531
Holders Change
-12
Holders Change %
-2.21%
% of All Funds
7.12%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
83
Increased
186
Reduced
174
Closed
84
Calls
$215M
Puts
$225M
Net Calls
-$10.1M
Net Calls Change
-$972K
Name Holding Trade Value Shares
Change
Change in
Stake
NB
451
NBT Bank
New York
$9.01K
SWP
452
SIMA Wealth Partners
Virginia
$9.01K +$10.6K +100 New
C
453
Covestor
United Kingdom
$9K -$2.02K -19 -16%
BSB
454
Bangor Savings Bank
Maine
$8.56K
NC
455
North Capital
Utah
$8.56K +$10.1K +95 New
FCT
456
First Community Trust
Iowa
$8.11K
TSMHT
457
Thurston Springer Miller Herd & Titak
Indiana
$7.75K
FHA
458
First Horizon Advisors
Tennessee
$7.75K +$1.17K +11 +15%
WB
459
Webster Bank
Connecticut
$7.21K -$7.95K -75 -48%
AG
460
AmeriFlex Group
Nevada
$7.21K -$1.17K -11 -12%
PTC
461
Private Trust Company
Ohio
$6.85K -$97.6K -920 -92%
CFD
462
Creative Financial Designs
Indiana
$6.76K
MA
463
MCF Advisors
Kentucky
$6.27K -$1.49K -14 -17%
HIA
464
Harbor Investment Advisory
Maryland
$6.13K
Mitsubishi UFJ Asset Management
465
Mitsubishi UFJ Asset Management
Japan
$5.59K
JFA
466
JNBA Financial Advisors
Minnesota
$5.41K
HCP
467
Hexagon Capital Partners
Arkansas
$5.14K -$3.6K -34 -37%
LWMI
468
Legacy Wealth Management (Idaho)
Idaho
$5.05K
HWM
469
Hemington Wealth Management
Virginia
$5K +$954 +9 +17%
DAM
470
Delta Asset Management
Tennessee
$4.87K
PCFFS
471
Pacific Center for Financial Services
California
$4.51K
CG
472
Curat Global
New Hampshire
$4.51K +$5.3K +50 New
PP
473
Pingora Partners
Wyoming
$4.06K
CAM
474
Clarity Asset Management
Iowa
$4.02K +$106 +1 +2%
BG
475
Bollard Group
Massachusetts
$4K +$106 +1 +2%

WHR Hedge Fund Activity: Q1 2025 in Review

531 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Whirlpool (WHR) for Q1 2025, worth a combined $4.33B — down 19% from $5.36B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of WHR and 83 opened new positions — a net loss of 1 holder — while 174 trimmed existing stakes and 186 added.

The largest buyer was Causeway Capital Management, opening a new position worth an estimated $38.6M. The largest seller was Balyasny Asset Management, cutting an estimated $42.6M.

  • 531 institutional investors held Whirlpool (WHR) as of Q1 2025, down from 543 in Q4 2024.
  • Funds reported $4.33B of Whirlpool stock for Q1 2025, down 19% quarter-over-quarter.
  • 83 funds opened new Whirlpool positions in Q1 2025 and 84 closed out, a net change of -1 holder.
  • The largest Whirlpool buyer in Q1 2025 was Causeway Capital Management, an estimated $38.6M added.
  • The largest Whirlpool seller in Q1 2025 was Balyasny Asset Management, an estimated $42.6M sold.

Based on aggregated 13F filings for Q1 2025.