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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
UBS Group
51
UBS Group
Switzerland
$74.3K -$8.71K -491 -11%
Mirae Asset Global ETFs Holdings
52
Mirae Asset Global ETFs Holdings
Hong Kong
$70.3K -$17K -958 -20%
JP Morgan Chase
53
JP Morgan Chase
New York
$63.6K -$8.36K -471 -12%
TRCT
54
Tower Research Capital (TRC)
New York
$49.6K +$37.1K +2,091 +306%
Citigroup
55
Citigroup
New York
$43.2K -$57.8K -3,258 -57%
PFSRSONJ
56
Police & Firemen's Retirement System of New Jersey
New Jersey
$40.6K
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$34K
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$26.6K -$32.5K -1,834 -55%
1IA
59
1620 Investment Advisors
Massachusetts
$26.4K
CA
60
Clearstead Advisors
Ohio
$16.5K
AIP
61
Ameritas Investment Partners
Nebraska
$14.9K
Legal & General Group
62
Legal & General Group
United Kingdom
$11.1K -$2.04K -115 -16%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$11.1K
IRC
64
Investors Research Corp
Georgia
$5.37K
AB
65
Amalgamated Bank
New York
$5K
SCM
66
Sterling Capital Management
North Carolina
$4.13K +$1.6K +90 +64%
Nisa Investment Advisors
67
Nisa Investment Advisors
Missouri
$3.9K +$2.68K +151 +225%
Raymond James Financial
68
Raymond James Financial
Florida
$2.68K +$2.66K +150 New
Comerica Bank
69
Comerica Bank
Texas
$2.65K -$284 -16 -10%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$2.24K -$408 -23 -16%
WTC
71
WhitTier Trust Company
Nevada
$1.79K
EWA
72
EverSource Wealth Advisors
Alabama
$1.49K +$1.21K +68 +453%
TWD
73
True Wealth Design
Ohio
$466 -$53 -3 -10%
GI
74
GAMMA Investing
California
$304 -$976 -55 -76%
IA
75
IFP Advisors
Florida
$197

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.