We are live on ! Find out more
HBB icon

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
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$29.2K +$8.44K +541 +36%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$27.3K
1IA
53
1620 Investment Advisors
Massachusetts
$20.9K -$312 -20 -1%
TRCT
54
Tower Research Capital (TRC)
New York
$16.6K -$25.3K -1,620 -58%
PFSRSONJ
55
Police & Firemen's Retirement System of New Jersey
New Jersey
$14.1K -$20.1K -1,291 -57%
CA
56
Clearstead Advisors
Ohio
$13.3K
AIP
57
Ameritas Investment Partners
Nebraska
$12K
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$8.88K
Legal & General Group
59
Legal & General Group
United Kingdom
$8.88K
Russell Investments Group
60
Russell Investments Group
United Kingdom
$8.56K +$9.3K +596 New
Fidelity Investments
61
Fidelity Investments
Massachusetts
$7.18K +$5.85K +375 +300%
SCM
62
Sterling Capital Management
North Carolina
$7.13K +$4.14K +265 +115%
IRC
63
Investors Research Corp
Georgia
$4.31K
AB
64
Amalgamated Bank
New York
$4K
Optiver Holding
65
Optiver Holding
Netherlands
$1.81K +$1.97K +126 New
WTC
66
WhitTier Trust Company
Nevada
$1.49K
Citigroup
67
Citigroup
New York
$1.31K -$36.3K -2,323 -96%
AAP
68
Arax Advisory Partners
Colorado
$992 +$1.08K +69 New
EWA
69
EverSource Wealth Advisors
Alabama
$618 -$624 -40 -48%
TWD
70
True Wealth Design
Ohio
$230 -$156 -10 -38%
EP
71
Essential Partners
California
$29 +$31 +2 New
IA
72
IFP Advisors
Florida
$29 +$31 +2 New
HNB
73
Huntington National Bank
Ohio
$14
SS
74
SBI Securities
Japan
$14
TAM
75
Third Avenue Management
New York
-$2.35M -131,461 Closed

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.