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Hamilton Beach Brands

75 hedge funds and large institutions have $64.7M invested in Hamilton Beach Brands in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

10% more capital invested

Capital invested by funds: $58.9M → $64.7M (+$5.83M)

1% more funds holding

Funds holding: 7475 (+1)

1.46% less ownership

Funds ownership: 41.38%39.92% (-1.5%)

24% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 29

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
22
Reduced
29
Closed
6
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$372K -$31.8K -2,100 -9%
Charles Schwab
27
Charles Schwab
California
$357K +$15 +1 +0%
M&T Bank
28
M&T Bank
New York
$354K
Barclays
29
Barclays
United Kingdom
$328K +$12.6K +830 +4%
B
30
Bailard
California
$284K +$262K +17,257 New
Jane Street
31
Jane Street
New York
$271K -$300K -19,768 -55%
RWM
32
Ritholtz Wealth Management
New York
$209K -$65.1K -4,291 -25%
Citadel Advisors
33
Citadel Advisors
Florida
$209K -$447K -29,461 -70%
Invesco
34
Invesco
Georgia
$203K +$27.8K +1,836 +17%
Mariner
35
Mariner
Kansas
$197K -$19.2K -1,263 -10%
JP Morgan Chase
36
JP Morgan Chase
New York
$195K +$135K +8,920 +303%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$186K
Goldman Sachs
38
Goldman Sachs
New York
$183K +$4.82K +318 +3%
Wells Fargo
39
Wells Fargo
California
$133K +$39.1K +2,579 +47%
Bank of America
40
Bank of America
North Carolina
$119K +$12.3K +811 +13%
Deutsche Bank
41
Deutsche Bank
Germany
$97.8K +$11.1K +733 +14%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$97.6K -$25.5K -1,680 -22%
Acadian Asset Management
43
Acadian Asset Management
Massachusetts
$96K -$71.4K -4,706 -44%
Los Angeles Capital Management
44
Los Angeles Capital Management
California
$79.3K +$85.7K +5,651 New
Osaic Holdings
45
Osaic Holdings
Arizona
$56.7K -$19.7K -1,297 -27%
Mirae Asset Global ETFs Holdings
46
Mirae Asset Global ETFs Holdings
Hong Kong
$55.7K -$561 -37 -1%
UBS Group
47
UBS Group
Switzerland
$40.6K -$24.8K -1,636 -40%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$36.9K +$3.23K +213 +10%
AA
49
Ancora Advisors
Ohio
$31.7K +$29.2K +1,928 New
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$31.3K

HBB Hedge Fund Activity: Q4 2025 in Review

75 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q4 2025, worth a combined $64.7M — up 9.9% from $58.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HBB positions and 6 closed out — a net gain of 1 holder — while 22 added to existing stakes and 29 trimmed.

The largest buyer was Bailard, opening a new position worth an estimated $262K. The largest seller was Citadel Advisors, cutting an estimated $447K.

  • 75 institutional investors held Hamilton Beach Brands (HBB) as of Q4 2025, up from 74 in Q3 2025.
  • Funds reported $64.7M of Hamilton Beach Brands stock for Q4 2025, up 9.9% quarter-over-quarter.
  • 7 funds opened new Hamilton Beach Brands positions in Q4 2025 and 6 closed out, a net change of +1 holder.
  • The largest Hamilton Beach Brands buyer in Q4 2025 was Bailard, an estimated $262K added.
  • The largest Hamilton Beach Brands seller in Q4 2025 was Citadel Advisors, an estimated $447K sold.

Based on aggregated 13F filings for Q4 2025.