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Hyster-Yale Materials Handling

143 hedge funds and large institutions have $240M invested in Hyster-Yale Materials Handling in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 48

0.8% less ownership

Funds ownership: 57.31%56.5% (-0.8%)

2% less call options, than puts

Call options by funds: $903K | Put options by funds: $921K

9% less funds holding

Funds holding: 157143 (-14)

20% less capital invested

Capital invested by funds: $301M → $240M (-$61.6M)

44% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 32

Holders
143
Holders Change
-14
Holders Change %
-8.92%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
52
Reduced
48
Closed
32
Calls
$903K
Puts
$921K
Net Calls
-$18K
Net Calls Change
+$937K
Name Holding Trade Value Shares
Change
Change in
Stake
N
51
Nuveen
North Carolina
$688K
MAM
52
Martingale Asset Management
Massachusetts
$687K -$726 -22 -0.1%
ECM
53
ExodusPoint Capital Management
New York
$680K +$161K +4,868 +27%
Citadel Advisors
54
Citadel Advisors
Florida
$674K +$13.9K +420 +2%
Invesco
55
Invesco
Georgia
$645K -$44.8K -1,359 -6%
PRCP
56
Pacific Ridge Capital Partners
Oregon
$598K +$372K +11,274 +127%
Franklin Resources
57
Franklin Resources
California
$596K +$43.6K +1,323 +7%
Barclays
58
Barclays
United Kingdom
$543K +$47.8K +1,449 +9%
EGM
59
Engineers Gate Manager
New York
$529K -$29.6K -898 -5%
VRS
60
Virginia Retirement Systems
Virginia
$526K -$26.4K -800 -4%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$511K +$8.24K +250 +1%
BIG
62
Brooklyn Investment Group
New York
$511K +$559K +16,942 New
FFP
63
FourThought Financial Partners
Florida
$504K +$299K +9,059 +114%
Swiss National Bank
64
Swiss National Bank
Switzerland
$493K
Allspring Global Investments
65
Allspring Global Investments
North Carolina
$483K +$46.9K +1,422 +10%
II
66
Inspire Investing
Idaho
$469K +$111K +3,360 +27%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$463K -$89.4K -2,710 -15%
Wells Fargo
68
Wells Fargo
California
$454K +$206K +6,261 +70%
DBIA
69
Dumont & Blake Investment Advisors
New Jersey
$430K -$37.9K -1,150 -7%
Jane Street
70
Jane Street
New York
$413K -$2.41M -73,209 -84%
XT
71
XTX Topco
Cayman Islands
$405K +$449K +13,616 New
PCM
72
Prelude Capital Management
New York
$391K +$128K +3,895 +42%
KF
73
Krilogy Financial
Missouri
$384K +$396K +12,012 New
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$383K +$116K +3,525 +38%
Raymond James Financial
75
Raymond James Financial
Florida
$383K +$227K +6,869 +114%

HY Hedge Fund Activity: Q4 2025 in Review

143 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q4 2025, worth a combined $240M — down 20% from $301M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of HY and 18 opened new positions — a net loss of 14 holders — while 48 trimmed existing stakes and 52 added.

The largest buyer was ValueWorks, adding an estimated $3.28M. The largest seller was Vanguard Group, cutting an estimated $7.01M.

  • 143 institutional investors held Hyster-Yale Materials Handling (HY) as of Q4 2025, down from 157 in Q3 2025.
  • Funds reported $240M of Hyster-Yale Materials Handling stock for Q4 2025, down 20% quarter-over-quarter.
  • 18 funds opened new Hyster-Yale Materials Handling positions in Q4 2025 and 32 closed out, a net change of -14 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q4 2025 was ValueWorks, an estimated $3.28M added.
  • The largest Hyster-Yale Materials Handling seller in Q4 2025 was Vanguard Group, an estimated $7.01M sold.

Based on aggregated 13F filings for Q4 2025.