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Columbus McKinnon

197 hedge funds and large institutions have $406M invested in Columbus McKinnon in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 65 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

9% less capital invested

Capital invested by funds: $446M → $406M (-$39.6M)

58% less call options, than puts

Call options by funds: $1.6M | Put options by funds: $3.83M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
197
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.6M
Puts
$3.83M
Net Calls
Net Calls Change

Top Buyers

1 +$18.3M
2 +$18.1M
3 +$13.3M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$12.8M
5
Morgan Stanley
Morgan Stanley
New York
+$5.66M

Top Sellers

1 -$25.6M
2 -$7.76M
3 -$5.51M
4
Walleye Capital
Walleye Capital
New York
-$5.14M
5
Marshall Wace
Marshall Wace
United Kingdom
-$4.64M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
151
GAMMA Investing
California
$18.4K
AF
152
Allworth Financial
California
$18.3K
Royal Bank of Canada
153
Royal Bank of Canada
Ontario, Canada
$18K
FFA
154
Farther Finance Advisors
California
$14.9K
ICM
155
Islay Capital Management
Texas
$14.5K
RWM
156
RMG Wealth Management
Wisconsin
$13.9K
SCM
157
Sterling Capital Management
North Carolina
$13.7K
TWD
158
True Wealth Design
Ohio
$13.6K
US Bancorp
159
US Bancorp
Minnesota
$13.1K
N
160
Natixis
France
$12.1K
MCM
161
MAI Capital Management
Ohio
$10.2K
Jones Financial Companies
162
Jones Financial Companies
Missouri
$9.68K
AAP
163
Arax Advisory Partners
Colorado
$9.15K
PA
164
Parallel Advisors
California
$8.17K
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$8.15K
RIL
166
Rothschild Investment LLC
Illinois
$7.32K
HCA
167
Harbor Capital Advisors
Illinois
$7K
WIM
168
Westside Investment Management
California
$6.82K
HNB
169
Huntington National Bank
Ohio
$6.01K
SAM
170
Smartleaf Asset Management
Massachusetts
$5.68K
IA
171
IFP Advisors
Florida
$4.82K
AA
172
Ancora Advisors
Ohio
$3.72K
CA
173
Clearstead Advisors
Ohio
$3.47K
UBS AM
174
UBS AM
Illinois
$3.2K
PWA
175
Physician Wealth Advisors
Utah
$3.04K