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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
VCA
551
Verdence Capital Advisors
Maryland
-$408K -3,565 Closed
FRM
552
Fox Run Management
Connecticut
-$408K -3,562 Closed
PCA
553
Pallas Capital Advisors
Massachusetts
-$393K -3,429 Closed
CWA
554
Centennial Wealth Advisory
Michigan
-$388K -3,391 Closed
LIM
555
Loudon Investment Management
New Hampshire
-$380K -3,321 Closed
MOS
556
MGO One Seven
Ohio
-$374K -3,266 Closed
William Blair Investment Management
557
William Blair Investment Management
Illinois
-$370K -3,234 Closed
CFGS
558
Concourse Financial Group Securities
Alabama
-$419K -3,172 Closed
BFG
559
Beacon Financial Group
Texas
-$352K -3,073 Closed
ILI
560
Invesco LLC (Illinois)
Illinois
-$342K -2,991 Closed
PGFC
561
Peapack-Gladstone Financial Corp
New Jersey
-$339K -2,965 Closed
FIA
562
FNY Investment Advisers
New York
-$331K -2,900 Closed
ET
563
Entropy Technologies
New York
-$327K -2,858 Closed
KRSITF
564
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
-$436K -2,780 Closed
CAG
565
Csenge Advisory Group
Florida
-$299K -2,612 Closed
IAA
566
Independent Advisor Alliance
North Carolina
-$284K -2,483 Closed
VAM
567
Verity Asset Management
North Carolina
-$276K -2,413 Closed
IPWA
568
International Private Wealth Advisors
California
-$273K -2,380 Closed
PWP
569
Principle Wealth Partners
Connecticut
-$260K -2,270 Closed
MAS
570
Meeder Advisory Services
Ohio
-$258K -2,256 Closed
FCCM
571
First City Capital Management
Georgia
-$256K -2,235 Closed
ECM
572
Everence Capital Management
Indiana
-$239K -2,090 Closed
SCM
573
Shelton Capital Management
Colorado
-$237K -2,068 Closed
IWA
574
IVC Wealth Advisors
Pennsylvania
-$236K -2,062 Closed
Focus Partners Wealth
575
Focus Partners Wealth
Massachusetts
-$235K -2,054 Closed

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.