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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
OQS
176
Occudo Quantitative Strategies
Florida
$1.12M +$1.33M +12,568 New
NMIMC
177
Northwestern Mutual Investment Management Company
Wisconsin
$1.11M +$6.26K +59 +0.5%
AP
178
Americana Partners
Texas
$1.08M +$270K +2,548 +27%
WA
179
Whitebox Advisors
Minnesota
$1.06M -$163K -1,537 -12%
SCM
180
SCS Capital Management
Massachusetts
$1.06M +$1.25M +11,797 New
MS
181
Madden Securities
Texas
$1.05M +$381K +3,595 +45%
NMERB
182
New Mexico Educational Retirement Board
New Mexico
$1.04M
OPERF
183
Oregon Public Employees Retirement Fund
Oregon
$1.02M +$7.85K +74 +0.7%
KK
184
KLP Kapitalforvaltning
Norway
$1.02M
BIP
185
Brandes Investment Partners
California
$1.01M +$217K +2,049 +22%
Victory Capital Management
186
Victory Capital Management
Texas
$1.01M -$4.77K -45 -0.4%
TA
187
TCM Advisors
West Virginia
$1.01M
AAS
188
Avantax Advisory Services
Texas
$991K +$528K +4,981 +83%
Pictet Asset Management
189
Pictet Asset Management
Switzerland
$990K +$23K +217 +2%
AIP
190
Ameritas Investment Partners
Nebraska
$982K -$15.6K -147 -1%
WC
191
Westhampton Capital
North Carolina
$973K
DWP
192
Daymark Wealth Partners
Ohio
$961K -$224K -2,113 -17%
Bessemer Group
193
Bessemer Group
New Jersey
$942K -$2.36M -22,229 -68%
Mitsubishi UFJ Trust & Banking
194
Mitsubishi UFJ Trust & Banking
Japan
$907K +$1.07M +10,059 New
MCM
195
Mork Capital Management
California
$901K
RIG
196
RiverFront Investment Group
Virginia
$901K
OC
197
Oppenheimer & Co
New York
$896K -$131K -1,232 -11%
FDS
198
First Dallas Securities
Texas
$881K +$175K +1,650 +20%
Creative Planning
199
Creative Planning
Kansas
$867K -$261K -2,460 -20%
MA
200
Mutual Advisors
Nebraska
$864K +$92.9K +876 +9%

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.