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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
BlackRock
1
BlackRock
New York
$567M +$5.97M +56,260 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$496M -$3.48M -32,807 -0.6%
Primecap Management
3
Primecap Management
California
$416M -$5.41M -51,060 -1%
Charles Schwab
4
Charles Schwab
California
$202M +$12.5M +117,964 +6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$176M +$15.3M +144,094 +8%
State Street
6
State Street
Massachusetts
$175M +$22.3M +210,325 +12%
Newport Trust Company
7
Newport Trust Company
District of Columbia
$163M +$19.5M +184,132 +11%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$155M +$37.2M +350,397 +26%
LSV Asset Management
9
LSV Asset Management
Illinois
$118M -$8.4M -79,250 -6%
Morgan Stanley
10
Morgan Stanley
New York
$115M +$10.5M +98,803 +8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$106M +$24.3M +229,617 +24%
HighTower Advisors
12
HighTower Advisors
Illinois
$94.4M +$1.38M +13,038 +1%
N
13
Nuveen
North Carolina
$82.5M -$31.2M -293,826 -24%
Norges Bank
14
Norges Bank
Norway
$60.5M +$3.07M +28,959 +5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$57.7M +$12.9M +121,422 +23%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$55.6M -$2.18M -20,565 -3%
Northern Trust
17
Northern Trust
Illinois
$45.4M -$999K -9,424 -2%
Marshall Wace
18
Marshall Wace
United Kingdom
$44.7M -$8.44M -79,563 -14%
Stifel Financial
19
Stifel Financial
Missouri
$40.1M +$2.08M +19,626 +5%
Bank of America
20
Bank of America
North Carolina
$38.1M +$34.8M +328,339 +349%
CCM
21
Causeway Capital Management
California
$32.8M +$38.6M +363,785 New
UBS Group
22
UBS Group
Switzerland
$31.2M -$4.22M -39,759 -10%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$30.6M +$36M +339,744 New
Raymond James Financial
24
Raymond James Financial
Florida
$29.6M +$2.71M +25,528 +8%
RI
25
RWWM Inc
California
$28M +$1.77M +16,688 +6%

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.