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
↑ +23
Streak
1Q ▲
Buyers last Q
47%

Smart Money Signals — WHR

Based on 483 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 — 85% of 3.0Y peak

85% of all-time peak
483 funds currently hold this stock — 85% of the 3.0-year high of 569 funds (reached 2023 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
36 fewer hedge funds hold WHR compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 47% buying

233 buying261 selling
Last quarter: 261 funds reduced or exited vs 233 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 (+42 vs last Q)

new funds entering per quarter
Funds opening a new WHR position: 77 → 92 → 51 → 93. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 18% medium ■ 14% new
329 out of 483 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.
➡️

Steady discovery — ~93 new funds/quarter

80 → 77 → 92 → 51 → 93 new funds/Q
New funds entering each quarter: 77 → 92 → 51 → 93. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 74% of holders stayed 2+ years

■ 74% veterans ■ 9% 1-2yr ■ 18% new
Of 514 current holders: 379 (74%) 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.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
41 of 483 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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.

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 14 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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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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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.

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 BAYPOINTE PARTNERS LLC 3.70% 50,000 $2.7M
3 QSM Asset Management Ltd 1.47% 56,702 $3.0M
4 First Dallas Securities Inc. 1.10% 55,112 $3.0M
5 Hodges Capital Management Inc. 0.79% 176,385 $9.5M
6 Gilman Hill Asset Management, LLC 0.69% 84,786 $4.6M
7 GREATMARK INVESTMENT PARTNERS, INC. 0.61% 96,336 $5.2M
8 Sage Investment Counsel LLC 0.61% 10,172 $548K
9 Parrish Capital LLC 0.50% 7,663 $553K
10 PROMETHIUM ADVISORS,LLC 0.31% 11,264 $607K
11 KWMG, LLC 0.30% 66,790 $3.6M
12 Mount Lucas Management LP 0.30% 15,000 $809K
13 Lipe & Dalton 0.22% 7,880 —
14 Byrne Asset Management LLC 0.22% 7,026 $379K
15 Westhampton Capital, LLC 0.21% 8,190 $442K
16 Xcel Wealth Management, LLC 0.20% 13,646 $736K
17 Advisors Capital Management, LLC 0.20% 318,444 $17.2M
18 Legacy Capital Group California, Inc. 0.19% 9,149 $493K
19 MeadowBrook Investment Advisors LLC 0.16% 3,305 $178K
20 626 Financial, LLC 0.13% 5,460 $294K
21 TRED AVON FAMILY WEALTH, LLC 0.13% 7,234 $390K
22 Diversify Advisory Services, LLC 0.13% 15,237 $833K
23 Old North State Wealth Management, LLC 0.12% 4,847 $262K
24 GREENWOOD CAPITAL ASSOCIATES LLC 0.11% 19,131 $1.0M
25 Bank & Trust Co 0.11% 2,959 $160K
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: 261 funds reduced or exited vs 233 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?

Strong quality — 37% AUM from major funds: 41 of 483 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held WHR?

68% of holders stayed for 2+ years: 329 out of 483 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.