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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
BlackRock
1
BlackRock
New York
$9.63M -$727K -40,970 -7%
Ameriprise
2
Ameriprise
Minnesota
$7.99M +$16.5K +932 +0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.35M -$64K -3,609 -0.9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$7.24M +$86.7K +4,884 +1%
PRCP
5
Pacific Ridge Capital Partners
Oregon
$5.99M -$84.7K -4,772 -1%
NSIM
6
North Star Investment Management
Illinois
$4.54M +$17.7K +1,000 +0.4%
American Century Companies
7
American Century Companies
Missouri
$3.89M +$237K +13,347 +7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.71M -$216K -12,150 -7%
CFMC
9
Curbstone Financial Management Corp
New Hampshire
$2.45M
State Street
10
State Street
Massachusetts
$2.39M +$573K +32,274 +32%
TAM
11
Third Avenue Management
New York
$2.35M -$2.1M -118,508 -47%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.06M -$13K -731 -0.6%
BCM
13
Bridgeway Capital Management
Texas
$2M +$3.05K +172 +0.2%
OSAM
14
O'Shaughnessy Asset Management
Connecticut
$1.17M +$299K +16,821 +35%
Northern Trust
15
Northern Trust
Illinois
$1.09M -$134K -7,545 -11%
MCM
16
Mork Capital Management
California
$1.07M
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$1.06M -$28.4K -1,602 -3%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$972K +$160 +9 +0%
EF
19
Empowered Funds
Pennsylvania
$927K +$79.4K +4,472 +9%
Morgan Stanley
20
Morgan Stanley
New York
$846K +$323K +18,202 +63%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$763K -$33.1K -1,865 -4%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$760K +$213 +12 +0%
Lazard Asset Management
23
Lazard Asset Management
New York
$706K +$29.3K +1,653 +4%
KOC
24
Koss-Olinger Consulting
Florida
$639K -$41K -2,310 -6%
Victory Capital Management
25
Victory Capital Management
Texas
$542K +$537K +30,274 New

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.