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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
BlackRock
1
BlackRock
New York
$8.56M -$138K -9,113 -2%
Ameriprise
2
Ameriprise
Minnesota
$7.8M +$97.4K +6,421 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$6.54M -$43.1K -2,844 -0.7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.49M -$201K -13,228 -3%
PRCP
5
Pacific Ridge Capital Partners
Oregon
$5.6M +$199K +13,098 +4%
American Century Companies
6
American Century Companies
Missouri
$3.23M -$167K -10,989 -5%
NSIM
7
North Star Investment Management
Illinois
$2.69M -$30.3K -2,000 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.51M +$7.11K +469 +0.3%
CFMC
9
Curbstone Financial Management Corp
New Hampshire
$2.25M
State Street
10
State Street
Massachusetts
$2.14M +$23.6K +1,557 +1%
BCM
11
Bridgeway Capital Management
Texas
$1.63M -$295K -19,430 -16%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.48M -$255K -16,819 -16%
EF
13
Empowered Funds
Pennsylvania
$1.02M +$52.6K +3,470 +6%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$1.01M +$37.9K +2,500 +4%
MCM
15
Mork Capital Management
California
$987K
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$896K +$1.5K +99 +0.2%
Northern Trust
17
Northern Trust
Illinois
$847K -$156K -10,311 -17%
Morgan Stanley
18
Morgan Stanley
New York
$705K +$22.7K +1,496 +4%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$701K
GCP
20
GSA Capital Partners
United Kingdom
$635K +$31K +2,046 +6%
Victory Capital Management
21
Victory Capital Management
Texas
$632K -$21.9K -1,445 -4%
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$549K -$177K -11,652 -26%
KOC
23
Koss-Olinger Consulting
Florida
$525K -$57.7K -3,808 -11%
LSV Asset Management
24
LSV Asset Management
Illinois
$463K
RC
25
RBF Capital
California
$424K -$26.8K -1,766 -6%

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.