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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
CW
201
CreativeOne Wealth
Kansas
$857K +$150K +1,411 +17%
PI
202
PFG Investments
New York
$856K -$78.2K -737 -7%
PAG
203
Private Advisor Group
New Jersey
$820K -$171K -1,616 -15%
RT
204
Rockland Trust
Massachusetts
$815K +$77.9K +735 +9%
Boston Partners
205
Boston Partners
Massachusetts
$797K +$326K +3,070 +53%
LI
206
Lafayette Investments
Maryland
$794K +$212 +2 +0%
CA
207
Carson Advisory
Georgia
$786K
ATIA
208
American Trust Investment Advisors
New Hampshire
$783K +$212K +1,995 +30%
HSBC Holdings
209
HSBC Holdings
United Kingdom
$781K +$164K +1,551 +22%
LSA
210
Lion Street Advisors
Texas
$779K
EF
211
Empowered Funds
Pennsylvania
$769K +$609K +5,746 +207%
TCM
212
Tang Capital Management
California
$736K -$36.8K -347 -4%
BCI
213
Brinker Capital Investments
Pennsylvania
$730K +$77.1K +727 +10%
OPS
214
Orion Portfolio Solutions
Nebraska
$730K +$77.1K +727 +10%
Teacher Retirement System of Texas
215
Teacher Retirement System of Texas
Texas
$726K -$223K -2,105 -21%
Man Group
216
Man Group
United Kingdom
$724K -$2.77M -26,086 -76%
GC
217
GatePass Capital
Ohio
$721K +$498K +4,700 +142%
GCA
218
Greenwood Capital Associates
South Carolina
$711K +$62.4K +588 +8%
SC
219
SummitTX Capital
Texas
$711K +$837K +7,889 New
LCGC
220
Legacy Capital Group California
California
$704K -$6.58K -62 -0.8%
OF
221
Optimize Financial
California
$699K +$249K +2,347 +43%
Wealth Enhancement Advisory Services
222
Wealth Enhancement Advisory Services
Minnesota
$697K -$523K -4,928 -39%
PA
223
Promethium Advisors
Maryland
$689K +$811K +7,650 New
AFCM
224
Applied Finance Capital Management
Puerto Rico
$687K -$82.9K -782 -9%
SAM
225
Storebrand Asset Management
Norway
$677K -$7.48M -70,504 -90%

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.