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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
BlackRock
1
BlackRock
New York
$7.61M -$138K -8,842 -2%
Ameriprise
2
Ameriprise
Minnesota
$6.72M +$321K +20,586 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.86M -$48.3K -3,096 -0.8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$5.75M -$68.5K -4,386 -1%
PRCP
5
Pacific Ridge Capital Partners
Oregon
$4.7M -$117K -7,518 -2%
American Century Companies
6
American Century Companies
Missouri
$2.98M -$153K -9,797 -5%
NSIM
7
North Star Investment Management
Illinois
$2.38M -$1.37M -87,949 -35%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.19M +$10.4K +668 +0.4%
CFMC
9
Curbstone Financial Management Corp
New Hampshire
$1.97M
State Street
10
State Street
Massachusetts
$1.85M -$82.4K -5,277 -4%
BCM
11
Bridgeway Capital Management
Texas
$1.7M +$102K +6,564 +6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.53M -$136K -8,713 -8%
Northern Trust
13
Northern Trust
Illinois
$888K +$13.8K +884 +1%
MCM
14
Mork Capital Management
California
$862K
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$849K
EF
16
Empowered Funds
Pennsylvania
$839K +$102K +6,564 +13%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$781K +$250 +16 +0%
OSAM
18
O'Shaughnessy Asset Management
Connecticut
$647K -$317K -20,294 -31%
KOC
19
Koss-Olinger Consulting
Florida
$639K
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$612K
Citadel Advisors
21
Citadel Advisors
Florida
$606K +$658K +42,183 New
Morgan Stanley
22
Morgan Stanley
New York
$594K -$92.2K -5,910 -13%
Victory Capital Management
23
Victory Capital Management
Texas
$573K +$150K +9,582 +32%
GCP
24
GSA Capital Partners
United Kingdom
$526K +$571K +36,570 New
Jane Street
25
Jane Street
New York
$520K +$281K +17,988 +99%

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.