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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
NS
76
NBC Securities
Alabama
$377K -$16.5K -500 -4%
UBS AM
77
UBS AM
Illinois
$345K
SG Americas Securities
78
SG Americas Securities
New York
$325K +$1.22K +37 +0.3%
BHCM
79
Brevan Howard Capital Management
Jersey
$319K +$354K +10,747 New
Osaic Holdings
80
Osaic Holdings
Arizona
$310K +$322K +9,768 +1,478%
Mirae Asset Global Investments
81
Mirae Asset Global Investments
South Korea
$307K -$14.2K -432 -4%
QCM
82
Quantinno Capital Management
New York
$305K +$338K +10,250 New
Legal & General Group
83
Legal & General Group
United Kingdom
$296K
AllianceBernstein
84
AllianceBernstein
Tennessee
$295K -$75.2K -2,280 -19%
KOC
85
Koss-Olinger Consulting
Florida
$294K -$49.4K -1,499 -13%
OAM
86
OP Asset Management
$283K
Prudential Financial
87
Prudential Financial
New Jersey
$280K -$26.5K -803 -8%
Amundi
88
Amundi
France
$268K +$11K +334 +4%
Ohio Public Employees Retirement System (OPERS)
89
Ohio Public Employees Retirement System (OPERS)
Ohio
$261K +$145K +4,395 +100%
HF
90
HRT Financial
New York
$256K -$781K -23,672 -73%
ZIM
91
Zacks Investment Management
Illinois
$255K
CAU
92
Caxton Associates (UK)
$252K +$280K +8,494 New
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$252K -$442K -13,391 -61%
Creative Planning
94
Creative Planning
Kansas
$245K +$272K +8,244 New
PAM
95
Parvin Asset Management
South Dakota
$239K +$265K +8,045 New
California State Teachers Retirement System (CalSTRS)
96
California State Teachers Retirement System (CalSTRS)
California
$237K -$3.6K -109 -1%
SO
97
STRS Ohio
Ohio
$223K
KBFS
98
Kohmann Bosshard Financial Services
Ohio
$218K
MIM
99
MetLife Investment Management
New Jersey
$193K
Simplex Trading
100
Simplex Trading
Illinois
$136K +$151K +4,572 New

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.