Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WHIRLPOOL CORP (WHR)

514 + Investors. Track Smart Money conviction in WHR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
1Q ▲
Buyers last Q
47%

Smart Money Signals — WHR

Based on 511 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added WHR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
511 funds currently hold this stock — 87% of the 3.0-year high of 590 funds (reached 2023 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
31 fewer hedge funds hold WHR compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 47% buying

244 buying275 selling
Last quarter: 275 funds reduced or exited vs 244 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+46 vs last Q)

new funds entering per quarter
Funds opening a new WHR position: 80 → 99 → 52 → 98. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 18% medium ■ 15% new
344 out of 511 hedge funds have held WHR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +2%, value -22%

Value
-21%
Shares
+1%
Last quarter: funds added +2% more shares while total portfolio value only changed -22%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

87 → 80 → 99 → 52 → 98 new funds/Q
New funds entering each quarter: 80 → 99 → 52 → 98. WHR is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 73% of holders stayed 2+ years

■ 73% veterans ■ 8% 1-2yr ■ 19% new
Of 542 current holders: 395 (73%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
57 of 511 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in WHR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WHR

In 2025 Q4, 244 hedge funds were net buyers of WHR (98 opened a new position, 146 added to an existing one), while 275 reduced or exited (201 trimmed, 74 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 53% of total institutional value in WHR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +24 funds (more new holders than closures). Total institutional holders: 511.

Hedge Fund Ownership: WHR

How many hedge funds hold WHR — quarterly history vs. share price
Quarterly hedge fund ownership of WHR vs. share price

Market Analysis: WHR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WHR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

65 top-rated funds 3 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: WHR
2026 Q1 Stats Unlock in 4 days 514 + Investors

Track Smart Money conviction in WHR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 514 490 4.9%
13F Shares 60M 59M 1.52%
Total Value $4.33B $5.54B -21.85%
New Positions 100 54 +46
Increased Positions 177 193 -16
Closed Positions 75 112 -37
Reduced Positions 219 213 +6
Total Calls 21 17 23.53%
Total Puts 20 20 -
PUT/CALL Ratio 0.95 1.18 Neutral

Statistics: WHR

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

514 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WHR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of WHR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RWWM, Inc. 9.54% 2,422,618 $130.6M
2 Covalis Capital LLP 4.35% 1,312,304 $70.8M
3 BAYPOINTE PARTNERS LLC 3.70% 50,000 $2.7M
4 Appaloosa LP 1.77% 1,950,000 $105.1M
5 QSM Asset Management Ltd 1.47% 56,702 $3.0M
6 LHM, INC. 1.25% 58,857 $3.2M
7 First Dallas Securities Inc. 1.10% 55,112 $3.0M
8 Maple Rock Capital Partners Inc. 1.04% 593,200 $32.0M
9 CAUSEWAY CAPITAL MANAGEMENT LLC 0.80% 1,201,993 $64.8M
10 Hodges Capital Management Inc. 0.79% 176,385 $9.5M
11 Truffle Hound Capital, LLC 0.70% 50,000 $2.7M
12 Gilman Hill Asset Management, LLC 0.69% 84,786 $4.6M
13 Financial Sense Advisors, Inc. 0.66% 60,035 $3.2M
14 Curi Capital, LLC 0.64% 664,645 $35.8M
15 IPG Investment Advisors LLC 0.63% 67,735 $3.7M
16 GREATMARK INVESTMENT PARTNERS, INC. 0.61% 96,336 $5.2M
17 Sage Investment Counsel LLC 0.61% 10,172 $548K
18 Zimmer Partners, LP 0.56% 430,500 $23.2M
19 SEVEN GRAND MANAGERS, LLC 0.54% 150,000 $8.1M
20 Slate Path Capital LP 0.53% 662,300 $35.7M
21 Parrish Capital LLC 0.50% 7,663 $553K
22 Monaco Asset Management SAM 0.50% 50,000 $2.7M
23 LEVIN CAPITAL STRATEGIES, L.P. 0.47% 115,850 $6.2M
24 Round Hill Asset Management 0.43% 12,301 $663K
25 Clearline Capital LP 0.40% 142,376 $7.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WHIRLPOOL CORP (WHR)

What does the Smart Money Trend signal show for WHR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added WHR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WHR?

More sellers than buyers — 47% buying: Last quarter: 275 funds reduced or exited vs 244 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for WHR holders?

Elite ownership — 53% AUM from top-100 funds: 57 of 511 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in WHR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WHR?

67% of holders stayed for 2+ years: 344 out of 511 hedge funds have held WHR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.