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Hyster-Yale Materials Handling

157 hedge funds and large institutions have $301M invested in Hyster-Yale Materials Handling in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 57

2% less funds holding

Funds holding: 161157 (-4)

2.68% less ownership

Funds ownership: 59.98%57.31% (-2.7%)

11% less capital invested

Capital invested by funds: $340M → $301M (-$38.7M)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

99% less call options, than puts

Call options by funds: $11K | Put options by funds: $966K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
157
Holders Change
-4
Holders Change %
-2.48%
% of All Funds
2.06%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
52
Reduced
57
Closed
21
Calls
$11K
Puts
$966K
Net Calls
-$955K
Net Calls Change
-$962K
Name Holding Trade Value Shares
Change
Change in
Stake
N
51
Nuveen
North Carolina
$854K
MAM
52
Martingale Asset Management
Massachusetts
$853K +$86.2K +2,210 +11%
Invesco
53
Invesco
Georgia
$851K -$4.56K -117 -0.5%
Citadel Advisors
54
Citadel Advisors
Florida
$821K -$303K -7,766 -26%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$806K +$253K +6,476 +42%
Mitsubishi UFJ Asset Management
56
Mitsubishi UFJ Asset Management
Japan
$752K -$81.1K -2,080 -9%
MCM
57
Mork Capital Management
California
$734K
Bank of America
58
Bank of America
North Carolina
$694K -$770K -19,747 -51%
Franklin Resources
59
Franklin Resources
California
$691K +$5.27K +135 +0.7%
EGM
60
Engineers Gate Manager
New York
$690K -$180K -4,617 -20%
VRS
61
Virginia Retirement Systems
Virginia
$682K -$15.6K -400 -2%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$675K -$4.64K -119 -0.6%
ECM
63
ExodusPoint Capital Management
New York
$665K +$476K +12,206 +210%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$625K +$209K +5,360 +46%
Barclays
65
Barclays
United Kingdom
$620K -$182K -4,663 -22%
Assenagon Asset Management
66
Assenagon Asset Management
Luxembourg
$616K -$37.9K -972 -5%
Swiss National Bank
67
Swiss National Bank
Switzerland
$612K
DBIA
68
Dumont & Blake Investment Advisors
New Jersey
$576K +$312 +8 +0.1%
Verition Fund Management
69
Verition Fund Management
Connecticut
$550K +$5.42K +139 +0.9%
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$549K -$442K -11,329 -43%
Allspring Global Investments
71
Allspring Global Investments
North Carolina
$547K -$5.73K -147 -1%
AIFS
72
A&I Financial Services
Colorado
$502K +$58.5K +1,499 +12%
NS
73
NBC Securities
Alabama
$487K
II
74
Inspire Investing
Idaho
$458K +$106K +2,713 +28%
KOC
75
Koss-Olinger Consulting
Florida
$454K

HY Hedge Fund Activity: Q3 2025 in Review

157 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2025, worth a combined $301M — down 11% from $340M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of HY and 17 opened new positions — a net loss of 4 holders — while 57 trimmed existing stakes and 52 added.

The largest buyer was Millennium Management, adding an estimated $4.58M. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $8.62M sold.

  • 157 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2025, down from 161 in Q2 2025.
  • Funds reported $301M of Hyster-Yale Materials Handling stock for Q3 2025, down 11% quarter-over-quarter.
  • 17 funds opened new Hyster-Yale Materials Handling positions in Q3 2025 and 21 closed out, a net change of -4 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q3 2025 was Millennium Management, an estimated $4.58M added.
  • The largest Hyster-Yale Materials Handling seller in Q3 2025 was Fuller & Thaler Asset Management, an estimated $8.62M sold.

Based on aggregated 13F filings for Q3 2025.