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Hamilton Beach Brands

76 hedge funds and large institutions have $79M invested in Hamilton Beach Brands in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more call options, than puts

Call options by funds: $1K | Put options by funds: $1K

0.84% less ownership

Funds ownership: 44.59%43.74% (-0.84%)

7% less funds holding

Funds holding: 8276 (-6)

10% less capital invested

Capital invested by funds: $88.1M → $79M (-$9.14M)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
76
Holders Change
-6
Holders Change %
-7.32%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
25
Reduced
29
Closed
10
Calls
$1K
Puts
$1K
Net Calls
Net Calls Change
+$82K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$534K +$152K +8,549 +40%
LSV Asset Management
27
LSV Asset Management
Illinois
$503K +$499K +28,117 New
RC
28
RBF Capital
California
$492K
RWM
29
Ritholtz Wealth Management
New York
$477K +$156K +8,800 +49%
Renaissance Technologies
30
Renaissance Technologies
New York
$424K -$12.4K -700 -3%
Barclays
31
Barclays
United Kingdom
$391K +$74.2K +4,179 +24%
Charles Schwab
32
Charles Schwab
California
$388K -$39.5K -2,224 -9%
M&T Bank
33
M&T Bank
New York
$385K +$382K +21,500 New
SO
34
STRS Ohio
Ohio
$365K +$24.8K +1,400 +7%
First Trust Advisors
35
First Trust Advisors
Illinois
$338K +$12.9K +729 +4%
Jane Street
36
Jane Street
New York
$326K +$99.7K +5,618 +45%
MAM
37
Martingale Asset Management
Massachusetts
$316K
CAG
38
Crestwood Advisors Group
Massachusetts
$276K -$745 -42 -0.3%
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$268K -$9.78K -551 -4%
NA
40
Navellier & Associates
Nevada
$267K +$8.52K +480 +3%
B
41
Bailard
California
$258K +$52.2K +2,939 +26%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$245K -$209K -11,781 -46%
N
43
Nuveen
North Carolina
$216K -$9.12K -514 -4%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$202K
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$160K -$3.34K -188 -2%
Bank of America
46
Bank of America
North Carolina
$127K -$24.3K -1,370 -16%
Osaic Holdings
47
Osaic Holdings
Arizona
$103K +$13.4K +757 +15%
Deutsche Bank
48
Deutsche Bank
Germany
$93.2K
MIM
49
MetLife Investment Management
New Jersey
$88.6K
Wells Fargo
50
Wells Fargo
California
$82.6K -$5.25K -296 -6%

HBB Hedge Fund Activity: Q2 2025 in Review

76 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q2 2025, worth a combined $79M — down 10% from $88.1M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HBB and 4 opened new positions — a net loss of 6 holders — while 29 trimmed existing stakes and 25 added.

The largest buyer was State Street, adding an estimated $573K. The largest seller was Third Avenue Management, cutting an estimated $2.1M.

  • 76 institutional investors held Hamilton Beach Brands (HBB) as of Q2 2025, down from 82 in Q1 2025.
  • Funds reported $79M of Hamilton Beach Brands stock for Q2 2025, down 10% quarter-over-quarter.
  • 4 funds opened new Hamilton Beach Brands positions in Q2 2025 and 10 closed out, a net change of -6 holders.
  • The largest Hamilton Beach Brands buyer in Q2 2025 was State Street, an estimated $573K added.
  • The largest Hamilton Beach Brands seller in Q2 2025 was Third Avenue Management, an estimated $2.1M sold.

Based on aggregated 13F filings for Q2 2025.