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Hamilton Beach Brands

74 hedge funds and large institutions have $58.9M invested in Hamilton Beach Brands in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.36% less ownership

Funds ownership: 43.74%41.38% (-2.4%)

3% less funds holding

Funds holding: 7674 (-2)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

25% less capital invested

Capital invested by funds: $79M → $58.9M (-$20.1M)

38% less call options, than puts

Call options by funds: $5K | Put options by funds: $8K

48% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 27

Holders
74
Holders Change
-2
Holders Change %
-2.63%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
14
Reduced
27
Closed
14
Calls
$5K
Puts
$8K
Net Calls
-$3K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
26
LSV Asset Management
Illinois
$404K
RC
27
RBF Capital
California
$395K
Renaissance Technologies
28
Renaissance Technologies
New York
$355K +$15.6K +1,000 +4%
Charles Schwab
29
Charles Schwab
California
$312K
M&T Bank
30
M&T Bank
New York
$309K
Barclays
31
Barclays
United Kingdom
$274K -$43.3K -2,773 -13%
Lazard Asset Management
32
Lazard Asset Management
New York
$253K -$342K -21,891 -55%
RWM
33
Ritholtz Wealth Management
New York
$245K -$151K -9,651 -36%
CAG
34
Crestwood Advisors Group
Massachusetts
$222K +$593 +38 +0.2%
Mariner
35
Mariner
Kansas
$190K +$207K +13,244 New
Two Sigma Investments
36
Two Sigma Investments
New York
$164K +$179K +11,437 New
Baird Financial Group
37
Baird Financial Group
Wisconsin
$162K
Goldman Sachs
38
Goldman Sachs
New York
$155K +$169K +10,821 New
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$151K -$70K -4,482 -30%
Invesco
40
Invesco
Georgia
$151K +$164K +10,492 New
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$109K -$21K -1,345 -15%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$100K -$356K -22,838 -77%
ASN
43
Advisory Services Network
Georgia
$95.7K +$104K +6,663 New
Bank of America
44
Bank of America
North Carolina
$92.3K -$10.2K -651 -9%
Wells Fargo
45
Wells Fargo
California
$79.3K +$14K +900 +19%
Deutsche Bank
46
Deutsche Bank
Germany
$74.9K
Osaic Holdings
47
Osaic Holdings
Arizona
$69.9K -$15.9K -1,020 -18%
UBS Group
48
UBS Group
Switzerland
$59K -$765 -49 -1%
Mirae Asset Global ETFs Holdings
49
Mirae Asset Global ETFs Holdings
Hong Kong
$49.2K -$7.9K -506 -13%
JP Morgan Chase
50
JP Morgan Chase
New York
$42.3K -$9.57K -613 -17%

HBB Hedge Fund Activity: Q3 2025 in Review

74 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q3 2025, worth a combined $58.9M — down 25% from $79M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of HBB and 12 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 14 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $658K. The largest seller was Third Avenue Management, exiting entirely with an estimated $2.35M sold.

  • 74 institutional investors held Hamilton Beach Brands (HBB) as of Q3 2025, down from 76 in Q2 2025.
  • Funds reported $58.9M of Hamilton Beach Brands stock for Q3 2025, down 25% quarter-over-quarter.
  • 12 funds opened new Hamilton Beach Brands positions in Q3 2025 and 14 closed out, a net change of -2 holders.
  • The largest Hamilton Beach Brands buyer in Q3 2025 was Citadel Advisors, an estimated $658K added.
  • The largest Hamilton Beach Brands seller in Q3 2025 was Third Avenue Management, an estimated $2.35M sold.

Based on aggregated 13F filings for Q3 2025.