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Columbus McKinnon

208 hedge funds and large institutions have $474M invested in Columbus McKinnon in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 76 increasing their positions, 49 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $90K | Put options by funds: $57K

55% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 49

22% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 50

4% more funds holding

Funds holding: 200208 (+8)

3.28% less ownership

Funds ownership: 101.22%97.94% (-3.3%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

56% less capital invested

Capital invested by funds: $1.08B → $474M (-$607M)

Holders
208
Holders Change
+8
Holders Change %
+4%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
61
Increased
76
Reduced
49
Closed
50
Calls
$90K
Puts
$57K
Net Calls
+$33K
Net Calls Change
+$528K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$42.6M +$4.58M +176,400 +8%
Macquarie Group
2
Macquarie Group
Australia
$34.8M +$1.24M +47,872 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$28.5M -$5.35M -206,013 -11%
Vanguard Group
4
Vanguard Group
Pennsylvania
$27.3M +$65.2K +2,511 +0.2%
Invesco
5
Invesco
Georgia
$21.4M +$21M +808,110 +178%
VNIM
6
Vaughan Nelson Investment Management
Texas
$16.5M +$6.91M +266,020 +38%
SBH
7
Segall Bryant & Hamill
Illinois
$13.3M +$1.46M +56,028 +8%
Mirae Asset Global ETFs Holdings
8
Mirae Asset Global ETFs Holdings
Hong Kong
$13.2M +$4M +154,163 +25%
Morgan Stanley
9
Morgan Stanley
New York
$12.4M +$15.5M +597,271 +447%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$11.8M +$357K +13,732 +2%
State Street
11
State Street
Massachusetts
$11M -$496K -19,077 -3%
MAP
12
Madison Avenue Partners
New York
$10.5M +$16.1M +619,343 New
ACB
13
Aristotle Capital Boston
Massachusetts
$10M -$2.89M -111,078 -16%
Bank of America
14
Bank of America
North Carolina
$9.98M -$577K -22,221 -4%
HA
15
Heartland Advisors
Wisconsin
$9.77M +$12.4M +477,375 +477%
SCM
16
Stanley Capital Management
Texas
$8.89M +$13.6M +525,000 New
Prudential Financial
17
Prudential Financial
New Jersey
$7.76M +$11.9M +458,584 New
Charles Schwab
18
Charles Schwab
California
$7.62M +$971K +37,363 +9%
Fisher Asset Management
19
Fisher Asset Management
Washington
$7.2M +$468K +18,030 +4%
BCA
20
Bernzott Capital Advisors
California
$7.11M +$8.27M +318,537 +315%
SFM
21
Systematic Financial Management
New Jersey
$5.87M -$12.5M -482,378 -58%
Barrow, Hanley, Mewhinney & Strauss
22
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.68M -$31.5M -1,212,457 -78%
GIM
23
Granahan Investment Management
Massachusetts
$5.36M +$846K +32,584 +11%
Raymond James Financial
24
Raymond James Financial
Florida
$5.21M -$2.32M -89,481 -23%
CM
25
CastleKnight Management
New York
$4.94M +$7.58M +291,900 New

CMCO Hedge Fund Activity: Q1 2025 in Review

208 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q1 2025, worth a combined $474M — down 56% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new CMCO positions and 50 closed out — a net gain of 11 holders — while 76 added to existing stakes and 49 trimmed.

The largest buyer was Invesco, adding an estimated $21M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $37.1M sold.

  • 208 institutional investors held Columbus McKinnon (CMCO) as of Q1 2025, up from 200 in Q4 2024.
  • Funds reported $474M of Columbus McKinnon stock for Q1 2025, down 56% quarter-over-quarter.
  • 61 funds opened new Columbus McKinnon positions in Q1 2025 and 50 closed out, a net change of +11 holders.
  • The largest Columbus McKinnon buyer in Q1 2025 was Invesco, an estimated $21M added.
  • The largest Columbus McKinnon seller in Q1 2025 was Lord, Abbett & Co, an estimated $37.1M sold.

Based on aggregated 13F filings for Q1 2025.