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Whirlpool
WHR

Overview Fund Activity

525 hedge funds and large institutions have $4.27B invested in Whirlpool in 2025 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 182 increasing their positions, 171 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
-12
Holders Change %
-2.23%
% of All Funds
7.13%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
86
Increased
182
Reduced
171
Closed
85
Calls
$215M
Puts
$225M
Net Calls
-$10.1M
Net Calls Change
-$972K

Top Buyers

1
CCM
Causeway Capital Management
California
$32.8M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$155M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$30.6M
4
Bank of America
Bank of America
North Carolina
$38.1M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$106M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$10.6M
2
HMCP
Hook Mill Capital Partners
New York
$188K
3
AQR Capital Management
AQR Capital Management
Connecticut
$8.26M
4
Jane Street
Jane Street
New York
$0
5
NIG
NFJ Investment Group
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
476
Smartleaf Asset Management
Massachusetts
$2.86K -$4.92K -55 -63%
HI
477
Horizon Investments
North Carolina
$2.79K +$2.61K +29 +1,450%
CFS
478
Compass Financial Services
Iowa
$2.79K +$2.79K +31 New
AF
479
Advisornet Financial
Minnesota
$2.7K – – –
PWA
480
Physician Wealth Advisors
Utah
$2.25K – – –
PAG
481
Paladin Advisory Group
Iowa
$2.07K – – –
GBT
482
Grove Bank & Trust
Florida
$1.89K – – –
ATC
483
Adirondack Trust Company
New York
$1.8K – – –
CT
484
Clearstead Trust
Maine
$1.71K +$1.71K +19 New
FFO
485
Fortitude Family Office
Arizona
$1.71K – – –
STB
486
S&T Bank
Pennsylvania
$1.62K +$1.62K +18 New
SO
487
Sierra Ocean
California
$1.28K – – –
NMG
488
New Millennium Group
Utah
$1.28K – – –
TWD
489
True Wealth Design
Ohio
$1.26K -$38.8K -430 -97%
CB
490
Centennial Bank
Arkansas
$1.26K – – –
AC
491
AlphaCore Capital
California
$1.26K +$1.26K +14 New
MG
492
Mather Group
Illinois
$1.23K +$881 +10 +250%
FAM
493
Flaharty Asset Management
Florida
$1.12K +$1.12K +12 New
Lazard Asset Management
494
Lazard Asset Management
New York
$1K -$2K -30 -67%
OAJ
495
Ogorek Anthony Joseph
New York
$1K +$1K +14 New
SWM
496
Spire Wealth Management
Virginia
$991 -$2.43K -27 -71%
BFS
497
Burkett Financial Services
South Carolina
$919 +$919 +10 New
WFA
498
West Financial Advisors
Iowa
$902 – – –
ADL
499
Asset Dedication LLC
California
$902 +$902 +10 New
CT
500
Coastline Trust
Rhode Island
$811 – – –
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