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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
AllianceBernstein
76
AllianceBernstein
Tennessee
$450K -$35.1K -900 -7%
UBS AM
77
UBS AM
Illinois
$428K -$428K -10,968 -49%
SG Americas Securities
78
SG Americas Securities
New York
$402K +$426K +10,918 New
Victory Capital Management
79
Victory Capital Management
Texas
$400K +$49.5K +1,270 +13%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$397K -$285K -7,309 -40%
Mirae Asset Global Investments
81
Mirae Asset Global Investments
South Korea
$397K -$33K -845 -7%
SRC
82
Shufro Rose & Co
New York
$387K +$403K +10,340 New
Prudential Financial
83
Prudential Financial
New Jersey
$377K +$399K +10,236 New
Legal & General Group
84
Legal & General Group
United Kingdom
$367K +$26.3K +674 +7%
Deutsche Bank
85
Deutsche Bank
Germany
$355K +$48K +1,231 +15%
OAM
86
OP Asset Management
$351K -$98.5K -2,526 -21%
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$345K +$9.91K +254 +3%
PCM
88
Prelude Capital Management
New York
$342K +$361K +9,265 New
Wells Fargo
89
Wells Fargo
California
$332K +$57.3K +1,470 +20%
PRCP
90
Pacific Ridge Capital Partners
Oregon
$326K +$345K +8,854 New
ZIM
91
Zacks Investment Management
Illinois
$317K
Amundi
92
Amundi
France
$313K +$339K +8,679 New
California State Teachers Retirement System (CalSTRS)
93
California State Teachers Retirement System (CalSTRS)
California
$298K +$39 +1 +0%
N
94
Numerai
California
$297K -$11.4K -291 -3%
FFP
95
FourThought Financial Partners
Florida
$292K +$309K +7,917 New
SO
96
STRS Ohio
Ohio
$276K -$215K -5,500 -42%
Walleye Capital
97
Walleye Capital
New York
$276K +$292K +7,489 New
YIH
98
Y-Intercept (HK)
Hong Kong
$274K -$672K -17,216 -70%
KBFS
99
Kohmann Bosshard Financial Services
Ohio
$271K
MIM
100
MetLife Investment Management
New Jersey
$239K

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.