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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
Fidelity Investments
51
Fidelity Investments
Massachusetts
$29.1K +$19.3K +1,272 +254%
1IA
52
1620 Investment Advisors
Massachusetts
$23.9K
PFSRSONJ
53
Police & Firemen's Retirement System of New Jersey
New Jersey
$16.1K
Russell Investments Group
54
Russell Investments Group
United Kingdom
$15.3K +$5.05K +333 +56%
CA
55
Clearstead Advisors
Ohio
$15.2K
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$14K -$93.6K -6,173 -88%
AIP
57
Ameritas Investment Partners
Nebraska
$13.7K
TRCT
58
Tower Research Capital (TRC)
New York
$11.1K -$7.29K -481 -42%
Legal & General Group
59
Legal & General Group
United Kingdom
$10.2K
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$7.14K -$2.79K -184 -30%
SCM
61
Sterling Capital Management
North Carolina
$6.68K -$1.36K -90 -18%
IRC
62
Investors Research Corp
Georgia
$4.93K
AB
63
Amalgamated Bank
New York
$4K -$1.12K -74 -25%
Citigroup
64
Citigroup
New York
$2.62K +$1.03K +68 +75%
Optiver Holding
65
Optiver Holding
Netherlands
$2.07K
WTC
66
WhitTier Trust Company
Nevada
$1.66K
GI
67
GAMMA Investing
California
$921 +$849 +56 New
EWA
68
EverSource Wealth Advisors
Alabama
$148 -$516 -34 -79%
EP
69
Essential Partners
California
$115 +$76 +5 +250%
AF
70
Allworth Financial
California
$50 +$45 +3 New
MCM
71
MAI Capital Management
Ohio
$50 +$45 +3 New
RIL
72
Rothschild Investment LLC
Illinois
$33 +$30 +2 New
IA
73
IFP Advisors
Florida
$16 -$15 -1 -50%
HNB
74
Huntington National Bank
Ohio
$16
SS
75
SBI Securities
Japan
$16

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.