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Whirlpool

485 hedge funds and large institutions have $3.49B invested in Whirlpool in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 210 increasing their positions, 105 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 105

15.42% more ownership

Funds ownership: 98.86%114.29% (+15%)

5% less funds holding

Funds holding: 510485 (-25)

13% less capital invested

Capital invested by funds: $4.01B → $3.49B (-$521M)

14% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 99

19% less call options, than puts

Call options by funds: $154M | Put options by funds: $190M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
485
Holders Change
-25
Holders Change %
-4.9%
% of All Funds
5.97%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
85
Increased
210
Reduced
105
Closed
99
Calls
$154M
Puts
$190M
Net Calls
-$36.1M
Net Calls Change
-$58.3M
Name Holding Trade Value Shares
Change
Change in
Stake
XWM
201
Xcel Wealth Management
Florida
$736K -$1.13M -15,333 -53%
EH
202
Equitable Holdings
New York
$725K +$195K +2,653 +36%
B
203
Bailard
California
$720K +$312K +4,256 +47%
SC
204
Searle & Co
Connecticut
$714K -$14.7K -200 -1%
OPERF
205
Oregon Public Employees Retirement Fund
Oregon
$703K +$132K +1,800 +16%
PAG
206
Private Advisor Group
New Jersey
$687K +$178K +2,422 +23%
RHAM
207
Round Hill Asset Management
California
$663K -$9.17K -125 -1%
AFCM
208
Applied Finance Capital Management
Puerto Rico
$657K +$52.1K +710 +6%
IAIM
209
International Assets Investment Management
Florida
$654K -$253K -3,451 -22%
KFS
210
Keynote Financial Services
Connecticut
$649K +$35K +477 +4%
AIP
211
Ameritas Investment Partners
Nebraska
$630K +$102K +1,391 +14%
IMC Chicago
212
IMC Chicago
Illinois
$626K +$852K +11,611 New
NMERB
213
New Mexico Educational Retirement Board
New Mexico
$620K
EI
214
EFG International
$618K
MA
215
Mutual Advisors
Nebraska
$610K -$32.9K -448 -4%
PA
216
Promethium Advisors
Maryland
$607K -$606K -8,260 -42%
PI
217
PFG Investments
New York
$599K +$29.4K +401 +4%
PCM
218
Polymer Capital Management
New York
$592K +$805K +10,974 New
OF
219
Optimize Financial
California
$588K +$800K +10,905 New
TA
220
TCM Advisors
West Virginia
$573K
PC
221
Parrish Capital
Georgia
$572K +$216K +2,945 +38%
Parallax Volatility Advisers
222
Parallax Volatility Advisers
California
$569K +$734K +10,000 New
Pictet Asset Management
223
Pictet Asset Management
Switzerland
$554K +$114K +1,552 +18%
SIC
224
Sage Investment Counsel
Tennessee
$548K +$541K +7,377 +264%
DWP
225
Daymark Wealth Partners
Ohio
$542K -$22.9K -312 -3%