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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
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
-$760K -42,455 Closed
SO
77
STRS Ohio
Ohio
-$365K -20,400 Closed
First Trust Advisors
78
First Trust Advisors
Illinois
-$338K -18,898 Closed
MAM
79
Martingale Asset Management
Massachusetts
-$316K -17,688 Closed
NA
80
Navellier & Associates
Nevada
-$267K -14,899 Closed
B
81
Bailard
California
-$258K -14,403 Closed
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
-$245K -13,690 Closed
N
83
Nuveen
North Carolina
-$216K -12,086 Closed
MIM
84
MetLife Investment Management
New Jersey
-$88.6K -4,953 Closed
Nisa Investment Advisors
85
Nisa Investment Advisors
Missouri
-$3.9K -218 Closed
Raymond James Financial
86
Raymond James Financial
Florida
-$2.68K -150 Closed
Comerica Bank
87
Comerica Bank
Texas
-$2.65K -148 Closed
GI
88
GAMMA Investing
California
-$304 -17 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.