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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 %
CTWM
501
Cherry Tree Wealth Management
Minnesota
$722 +$722 +8 New
JWA
502
JFS Wealth Advisors
Pennsylvania
$722 +$722 +8 New
BA
503
Bellwether Advisors
Nebraska
$721 – – –
S
504
Sachetta
Massachusetts
$631 – – –
RCM
505
Raleigh Capital Management
North Carolina
$541 -$3.79K -42 -88%
AssetMark Inc
506
AssetMark Inc
California
$487 -$7.21K -74 -94%
BGAI
507
Bruce G. Allen Investments
Colorado
$451 -$1.17K -13 -72%
SFG
508
Stonebridge Financial Group
Pennsylvania
$451 – – –
WPA
509
West Paces Advisors
Georgia
$451 – – –
DF
510
Dunhill Financial
United Kingdom
$407 -$163 -2 -29%
CPG
511
Cornerstone Planning Group
New Jersey
$389 – – –
MCM
512
MV Capital Management
Maryland
$361 -$1.53K -17 -81%
CAWM
513
Capital A Wealth Management
Pennsylvania
$361 +$181 +2 +100%
M
514
MOTCO
Texas
$361 +$361 +4 New
CH
515
Cromwell Holdings
Wyoming
$361 +$361 +4 New
GFPC
516
Global Financial Private Client
Florida
$270 +$270 +3 New
LFG
517
Larson Financial Group
Missouri
$270 +$270 +3 New
HHGA
518
Halbert Hargrove Global Advisors
California
$181 +$181 +2 New
SIC
519
SJS Investment Consulting
Ohio
$181 +$181 +2 New
RS
520
Rakuten Securities
Japan
$180 +$180 +2 New
BI
521
Binnacle Investments
Iowa
$180 +$180 +2 New
CF
522
Collier Financial
Colorado
$111 – – –
DPW
523
DiNuzzo Private Wealth
Pennsylvania
$91 +$91 +1 New
VCM
524
Versant Capital Management
Arizona
$90 – – –
BHWM
525
Bay Harbor Wealth Management
Maryland
$90 +$90 +1 New
19 20
21
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