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Graham Corp

123 hedge funds and large institutions have $244M invested in Graham Corp in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 42 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 42

0.59% more ownership

Funds ownership: 77.11%77.69% (+0.59%)

8% less funds holding

Funds holding: 133123 (-10)

35% less capital invested

Capital invested by funds: $373M → $244M (-$129M)

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

56% less call options, than puts

Call options by funds: $94K | Put options by funds: $216K

Holders
123
Holders Change
-10
Holders Change %
-7.52%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
51
Reduced
42
Closed
22
Calls
$94K
Puts
$216K
Net Calls
-$122K
Net Calls Change
-$242K
Name Holding Trade Value Shares
Change
Change in
Stake
BIP
1
Brandes Investment Partners
California
$39.3M +$9.8M +258,267 +23%
BlackRock
2
BlackRock
New York
$23.4M +$1.52M +40,125 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$19.2M +$450K +11,874 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$10.6M -$1.11M -29,345 -7%
First Eagle Investment Management
5
First Eagle Investment Management
New York
$10.6M +$577K +15,200 +4%
RA
6
Royce & Associates
New York
$10.3M -$1.19M -31,500 -8%
Renaissance Technologies
7
Renaissance Technologies
New York
$9.44M -$1.81M -47,700 -13%
WA
8
Wasatch Advisors
Utah
$8.59M -$186K -4,902 -2%
GI
9
GAMCO Investors
Connecticut
$8.11M +$184K +4,850 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$6.81M +$196K +5,175 +2%
American Century Companies
11
American Century Companies
Missouri
$6.4M +$3.21M +84,529 +61%
Diamond Hill Capital Management
12
Diamond Hill Capital Management
Ohio
$5.84M +$864K +22,774 +13%
State Street
13
State Street
Massachusetts
$5.46M +$590K +15,558 +9%
CCA
14
Cobblestone Capital Advisors
New York
$5.4M
GIPM
15
G2 Investment Partners Management
New York
$4.92M +$1.22M +32,141 +23%
Morgan Stanley
16
Morgan Stanley
New York
$4.38M -$194K -5,103 -3%
EIM
17
Essex Investment Management
Massachusetts
$4.03M -$32.6K -859 -0.6%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$3.58M -$3.41M -89,817 -42%
KCM
19
Kennedy Capital Management
Missouri
$3.41M -$69.5K -1,833 -2%
Northern Trust
20
Northern Trust
Illinois
$2.73M -$51.2K -1,351 -1%
DLP
21
De Lisle Partners
United Kingdom
$2.46M +$810K +21,366 +34%
PGCM
22
Prescott Group Capital Management
Oklahoma
$2.32M +$2.62M +69,000 +598%
UBS Group
23
UBS Group
Switzerland
$2.31M +$1.86M +49,015 +157%
PAIM
24
Punch & Associates Investment Management
Minnesota
$2.2M
ETC
25
Exchange Traded Concepts
Oklahoma
$1.77M +$1.2M +31,619 +106%

GHM Hedge Fund Activity: Q1 2025 in Review

123 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q1 2025, worth a combined $244M — down 35% from $373M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of GHM and 13 opened new positions — a net loss of 9 holders — while 42 trimmed existing stakes and 51 added.

The largest buyer was Brandes Investment Partners, adding an estimated $9.8M. The largest seller was Invesco, cutting an estimated $5.71M.

  • 123 institutional investors held Graham Corp (GHM) as of Q1 2025, down from 133 in Q4 2024.
  • Funds reported $244M of Graham Corp stock for Q1 2025, down 35% quarter-over-quarter.
  • 13 funds opened new Graham Corp positions in Q1 2025 and 22 closed out, a net change of -9 holders.
  • The largest Graham Corp buyer in Q1 2025 was Brandes Investment Partners, an estimated $9.8M added.
  • The largest Graham Corp seller in Q1 2025 was Invesco, an estimated $5.71M sold.

Based on aggregated 13F filings for Q1 2025.