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Columbus McKinnon

199 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, 70 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

7.28% more ownership

Funds ownership: 89.95%97.24% (+7.3%)

3% more funds holding

Funds holding: 194199 (+5)

8% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 65

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
199
Holders Change
+5
Holders Change %
+2.58%
% of All Funds
2.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
70
Reduced
65
Closed
27
Calls
$1.6M
Puts
$3.83M
Net Calls
-$2.23M
Net Calls Change
-$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
176
Basecamp Wealth Advisors
Washington
$2.94K +$2.03K +109 +117%
Optiver Holding
177
Optiver Holding
Netherlands
$2.67K +$1.94K +104 +130%
Barrow, Hanley, Mewhinney & Strauss
178
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.28K +$2.93K +157 New
CIAM
179
Caitong International Asset Management
Hong Kong
$2.22K +$2.85K +153 New
RTL
180
Red Tortoise LLC
Georgia
$1.93K
BTI
181
Blue Trust Inc
Georgia
$1.86K
LFG
182
Larson Financial Group
Missouri
$1.73K
ZBNA
183
Zions Bancorporation, National Association
Utah
$1.58K +$2.03K +109 New
Los Angeles Capital Management
184
Los Angeles Capital Management
California
$1.47K
WPA
185
Wealth Preservation Advisors
Tennessee
$1.42K +$1.83K +98 New
SIC
186
SJS Investment Consulting
Ohio
$1.28K +$597 +32 +57%
W
187
WealthCollab
Washington
$1.26K -$1.55K -83 -49%
ME
188
McIlrath & Eck
Washington
$1.18K
KG
189
Kilter Group
New York
$1K
HFS
190
Hantz Financial Services
Michigan
$1K -$56 -3 -5%
RFP
191
Root Financial Partners
California
$654 +$839 +45 New
SS
192
Sunbelt Securities
Texas
$567 -$131 -7 -15%
NA
193
NewEdge Advisors
Louisiana
$421
BFS
194
Bare Financial Services
Pennsylvania
$378 -$802 -43 -62%
SS
195
SBI Securities
Japan
$334
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$291
JWM
197
JPL Wealth Management
Colorado
$218 +$280 +15 New
KFAS
198
Keating Financial Advisory Services
Kansas
$15 +$19 +1 New
NCM
199
Nantahala Capital Management
Connecticut
-$7.76M -450,000 Closed
Walleye Capital
200
Walleye Capital
New York
-$5.14M -297,755 Closed