Hamilton Beach Brands
HBB
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.
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: 74 → 75 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Bailard
Foster City,
California
|
+$262K |
| 2 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
+$199K |
| 3 |
JP Morgan Chase
New York
|
+$135K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$97.4K |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
+$85.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$447K |
| 2 |
Jane Street
New York
|
-$300K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$295K |
| 4 |
Bank of New York Mellon
New York
|
-$255K |
| 5 |
Lazard Asset Management
New York
|
-$253K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Lazard Asset Management
New York
| – | -$253K | -17,616 | Closed |
|
|
CAG
77
Crestwood Advisors Group
Boston,
Massachusetts
| – | -$222K | -15,438 | Closed |
|
78
Two Sigma Investments
New York
| – | -$164K | -11,437 | Closed |
|
|
ASN
79
Advisory Services Network
Atlanta,
Georgia
| – | -$95.7K | -6,663 | Closed |
|
|
AAP
80
Arax Advisory Partners
Denver,
Colorado
| – | -$992 | -69 | Closed |
|
|
TWD
81
True Wealth Design
Akron,
Ohio
| – | -$230 | -16 | Closed |
|
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.