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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
BAM
476
Byrne Asset Management
New Jersey
$3.97K +$4.67K +44 New
HNW
477
High Note Wealth
Minnesota
$3.33K +$1.8K +17 +85%
PSFG
478
Park Square Financial Group
Georgia
$3.15K -$1.06K -10 -22%
WA
479
WPG Advisers
Maryland
$3.15K +$3.71K +35 New
PWMG
480
Prestige Wealth Management Group
New Jersey
$2.98K -$106 -1 -3%
FMII
481
Farmers & Merchants Investments Inc
Nebraska
$2.97K +$1.91K +18 +120%
SAM
482
Smartleaf Asset Management
Massachusetts
$2.86K -$5.83K -55 -63%
HI
483
Horizon Investments
North Carolina
$2.79K +$3.08K +29 +1,450%
CFS
484
Compass Financial Services
Iowa
$2.79K +$3.29K +31 New
AF
485
Advisornet Financial
Minnesota
$2.7K
PWA
486
Physician Wealth Advisors
Utah
$2.25K
PAG
487
Paladin Advisory Group
Iowa
$2.07K
GBT
488
Grove Bank & Trust
Florida
$1.89K
ATC
489
Adirondack Trust Company
New York
$1.8K
CT
490
Clearstead Trust
Maine
$1.71K +$2.02K +19 New
FFO
491
Fortitude Family Office
Arizona
$1.71K
STB
492
S&T Bank
Pennsylvania
$1.62K +$1.91K +18 New
SO
493
Sierra Ocean
California
$1.28K
NMG
494
New Millennium Group
Utah
$1.28K
TWD
495
True Wealth Design
Ohio
$1.26K -$45.6K -430 -97%
CB
496
Centennial Bank
Arkansas
$1.26K
AC
497
AlphaCore Capital
California
$1.26K +$1.49K +14 New
MG
498
Mather Group
Illinois
$1.23K +$1.06K +10 +250%
FAM
499
Flaharty Asset Management
Florida
$1.12K +$1.27K +12 New
Lazard Asset Management
500
Lazard Asset Management
New York
$1K -$3.18K -30 -67%

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.