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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
New York State Common Retirement Fund
101
New York State Common Retirement Fund
New York
$134K
A
102
AlphaQuest
New York
$116K +$37.7K +1,142 +41%
PFSRSONJ
103
Police & Firemen's Retirement System of New Jersey
New Jersey
$101K
DekaBank Deutsche Girozentrale
104
DekaBank Deutsche Girozentrale
Germany
$80K
TRCT
105
Tower Research Capital (TRC)
New York
$63.4K +$27.3K +828 +63%
KAS
106
Kestra Advisory Services
Texas
$61.1K +$67.8K +2,056 New
Citigroup
107
Citigroup
New York
$57.6K -$12K -364 -16%
KK
108
KLP Kapitalforvaltning
Norway
$53.5K +$9.89K +300 +20%
NA
109
NewEdge Advisors
Louisiana
$41.5K +$5.34K +162 +13%
AIP
110
Ameritas Investment Partners
Nebraska
$31.8K
CPBTD
111
Central Pacific Bank - Trust Division
Hawaii
$29.7K -$66K -2,000 -67%
Canada Life
112
Canada Life
Manitoba, Canada
$28K
CA
113
Clearstead Advisors
Ohio
$27.4K -$1.98K -60 -6%
SAG
114
SageView Advisory Group
California
$23.8K +$26.4K +800 New
SOADOR
115
State of Alaska Department of Revenue
Alaska
$22K
SCM
116
Sterling Capital Management
North Carolina
$20.1K -$4.39K -133 -16%
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$17K -$2.37K -72 -11%
AB
118
Amalgamated Bank
New York
$11K -$726 -22 -6%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$9.98K
GXJ
120
Global X Japan
Japan
$8.14K
GI
121
GAMMA Investing
California
$7.96K +$1.39K +42 +19%
Nisa Investment Advisors
122
Nisa Investment Advisors
Missouri
$5.67K +$66 +2 +1%
DE
123
DV Equities
Illinois
$4.78K +$5.31K +161 New
Jones Financial Companies
124
Jones Financial Companies
Missouri
$4.13K +$1.75K +53 +62%
HI
125
Harbour Investments
Wisconsin
$2.29K +$33 +1 +1%

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.