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Whirlpool

510 hedge funds and large institutions have $4.01B invested in Whirlpool in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 138 increasing their positions, 191 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

41% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 68

12% more call options, than puts

Call options by funds: $210M | Put options by funds: $188M

5% more funds holding

Funds holding: 488510 (+22)

0.35% more ownership

Funds ownership: 98.51%98.86% (+0.35%)

7% less capital invested

Capital invested by funds: $4.33B → $4.01B (-$324M)

28% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 191

Holders
510
Holders Change
+22
Holders Change %
+4.51%
% of All Funds
6.2%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
96
Increased
138
Reduced
191
Closed
68
Calls
$210M
Puts
$188M
Net Calls
+$22.2M
Net Calls Change
+$46.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
476
Bruce G. Allen Investments
Colorado
$1.08K -$74 -1 -6%
CB
477
Centennial Bank
Arkansas
$1.01K
JWA
478
JFS Wealth Advisors
Pennsylvania
$938 +$221 +3 +30%
EW
479
Elyxium Wealth
California
$938 +$960 +13 New
LFG
480
Larson Financial Group
Missouri
$894 +$886 +12 New
WWA
481
Wealth Watch Advisors
Colorado
$866
JFGIW
482
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$866 +$886 +12 New
TM
483
Torren Management
California
$815 +$812 +11 New
WT
484
Whittier Trust
California
$791 +$738 +10 New
WFA
485
West Financial Advisors
Iowa
$722
SAM
486
Smartleaf Asset Management
Massachusetts
$650 -$221 -3 -25%
CT
487
Coastline Trust
Rhode Island
$649
CTWM
488
Cherry Tree Wealth Management
Minnesota
$578
S
489
Sachetta
Massachusetts
$505 -$1.11K -15 -68%
FFO
490
Fortitude Family Office
Arizona
$505 -$1.03K -14 -67%
ECA
491
Elevated Capital Advisors
Utah
$505 +$517 +7 New
HHCP
492
Hilton Head Capital Partners
South Carolina
$505 +$517 +7 New
KFAS
493
Keating Financial Advisory Services
Kansas
$505 +$517 +7 New
B
494
Bayban
Minnesota
$433 +$443 +6 New
CPG
495
Cornerstone Planning Group
New Jersey
$404 +$369 +5 New
DPW
496
DiNuzzo Private Wealth
Pennsylvania
$361
TFA
497
Transamerica Financial Advisors
Florida
$361 +$221 +3 +150%
SC
498
SouthState Corp
Florida
$361 +$369 +5 New
CH
499
Cromwell Holdings
Wyoming
$289 -$221 -3 -43%
M
500
MOTCO
Texas
$289