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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
SPI
101
Strategic Planning Inc
Ohio
$3.69M +$4.34M +40,967 New
IIA
102
IPG Investment Advisors
California
$3.67M -$441K -4,157 -9%
AA
103
ALPS Advisors
Colorado
$3.67M +$310K +2,928 +8%
THC
104
Truffle Hound Capital
Maryland
$3.61M
Axa
105
Axa
France
$3.5M +$108K +1,023 +3%
TC
106
Truvestments Capital
Florida
$3.49M +$1.47M +13,834 +56%
ACM
107
Aquatic Capital Management
Illinois
$3.46M +$2.96M +27,948 +267%
T. Rowe Price Associates
108
T. Rowe Price Associates
Maryland
$3.42M +$415K +3,909 +12%
State of Wisconsin Investment Board
109
State of Wisconsin Investment Board
Wisconsin
$3.4M +$1.09M +10,282 +37%
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$3.35M +$567K +5,350 +17%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$2.95M +$729K +6,873 +27%
ICM
112
Invenomic Capital Management
Massachusetts
$2.84M +$3.34M +31,501 New
MIM
113
MetLife Investment Management
New Jersey
$2.77M -$35.5K -335 -1%
MOACM
114
Mutual of America Capital Management
New York
$2.57M -$66.1K -623 -2%
CWM
115
Congress Wealth Management
Massachusetts
$2.49M +$2.03M +19,173 +231%
Cerity Partners
116
Cerity Partners
New York
$2.49M -$965K -9,103 -25%
CM
117
Caption Management
Oklahoma
$2.48M +$2.92M +27,500 New
CC
118
Courier Capital
New York
$2.32M -$66.4K -626 -2%
AB
119
Amalgamated Bank
New York
$2.3M -$58.4K -551 -2%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$2.24M +$548K +5,168 +26%
Treasurer of the State of North Carolina
121
Treasurer of the State of North Carolina
North Carolina
$2.18M +$101K +950 +4%
GCM
122
Graham Capital Management
Connecticut
$2.15M +$2.53M +23,873 New
Janus Henderson Group
123
Janus Henderson Group
United Kingdom
$2.14M -$223K -2,100 -8%
PCA
124
Providence Capital Advisors
North Carolina
$2.11M +$21.4K +202 +0.9%
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$2.11M -$181K -1,711 -7%

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.