Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Whirlpool Corp (WHR)

446 + 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
↓ -40
Streak
2Q ▼
Buyers last Q
50%

Smart Money Signals — WHR

Based on 454 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their WHR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 78% of 3.0Y peak

78% of all-time peak
454 funds currently hold this stock — 78% of the 3.0-year high of 579 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 17% fewer funds vs a year ago

fund count last 6Q
92 fewer hedge funds hold WHR compared to a year ago (-17% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

260 buying265 selling
Last quarter: 260 funds bought or added vs 265 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new WHR position: 52 → 99 → 83 → 90. 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+) ■ 14% medium ■ 18% new
310 out of 454 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 +13%, value -52%

Value
-52%
Shares
+12%
Last quarter: funds added +13% more shares while total portfolio value only changed -52%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

100 → 52 → 99 → 83 → 90 new funds/Q
New funds entering each quarter: 52 → 99 → 83 → 90. A growing number of institutions are discovering WHR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 75% veterans vs 17% newcomers

■ 75% veterans ■ 8% 1-2yr ■ 17% new
Entry-cohort mix of 487 holders: 363 (75%) are 2+ year veterans, 41 entered 1–2 years ago, and 83 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
54 of 449 holders are among the 100 largest funds by AUM, controlling 57% 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.
2.3
out of 10
Low Exit Risk
Exit risk score 2.3/10 — 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 2026 Q2, 260 hedge funds were net buyers of WHR (90 opened a new position, 170 added to an existing one), while 265 reduced or exited (135 trimmed, 130 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 57% of total institutional value in WHR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -40 funds (more exits than new entries). Total institutional holders: 454.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 1 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: WHR
446 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 446 494 -9.72%
13F Shares 77M 71M 9.06%
Total Value $3.00B $6.45B -53.46%
New Positions 89 83 +6
Increased Positions 165 212 -47
Closed Positions 132 101 +31
Reduced Positions 122 112 +10
Total Calls 17 18 -5.56%
Total Puts 21 20 5.0%
PUT/CALL Ratio 1.24 1.11 Bearish

Statistics: WHR

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

446 + 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 WHR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RWWM, Inc. 9.15% 3,140,419 $123.8M
2 QSM Asset Management Ltd 1.84% 93,902 $3.5M
3 Seven Six Capital Management, LLC 1.17% 32,600 $1.3M
4 Unifi Asset Management LP 0.81% 16,508 $1.2M
5 Lhm, INC. 0.79% 58,857 $2.3M
6 Lecap Asset Management Ltd 0.61% 36,305 $1.4M
7 IPG Investment Advisors LLC 0.56% 98,935 $3.9M
8 Greatmark Investment Partners, INC. 0.54% 124,176 $4.9M
9 Curi Capital, LLC 0.52% 848,418 $33.4M
10 Financial Sense Advisors, Inc. 0.45% 57,535 $2.3M
11 Gilman Hill Asset Management, LLC 0.43% 79,716 $3.1M
12 Covalis Capital LLP 0.39% 175,813 $6.9M
13 PDT Partners, LLC 0.39% 188,582 $7.4M
14 First Dallas Securities Inc. 0.38% 29,157 $1.1M
15 Appaloosa LP 0.36% 715,000 $28.2M
16 Slate Path Capital LP 0.36% 662,300 $26.1M
17 Quinn Opportunity Partners LLC 0.32% 177,273 $7.0M
18 Round Hill Asset Management 0.30% 12,158 $479K
19 Newport Trust Company, LLC 0.27% 2,889,750 $113.9M
20 Mork Capital Management, LLC 0.25% 10,000 $394K
21 Keynote Financial Services LLC 0.25% 13,286 $524K
22 Pinnacle Holdings, LLC 0.23% 19,027 $750K
23 Havemeyer Place LP 0.22% 57,340 $2.3M
24 Kwmg, LLC 0.22% 77,019 $3.0M
25 Mount Lucas Management LP 0.21% 15,000 $591K
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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their WHR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for WHR?

Slight buying edge — 50% buying: Last quarter: 260 funds bought or added vs 265 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WHR holders?

Elite ownership — 57% AUM from top-100 funds: 54 of 449 holders are among the 100 largest funds by AUM, controlling 57% 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?

68% of holders stayed for 2+ years: 310 out of 454 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.

Full history →