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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
Osaic Holdings
126
Osaic Holdings
Arizona
$24.8K -$78 -2 -0.3%
AAP
127
Arax Advisory Partners
Colorado
$22.5K +$18.8K +483 +377%
IUHSA
128
Itau Unibanco Holding S.A.
Brazil
$18.4K -$19.5K -500 -50%
AB
129
Amalgamated Bank
New York
$14K
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$12.4K
GXJ
131
Global X Japan
Japan
$10.1K +$2.5K +64 +30%
GI
132
GAMMA Investing
California
$8.33K -$3.24K -83 -27%
EP
133
Essential Partners
California
$7K +$5.62K +144 +313%
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$6.97K +$312 +8 +4%
EWA
135
EverSource Wealth Advisors
Alabama
$6.45K -$507 -13 -7%
CIAM
136
Caitong International Asset Management
Hong Kong
$3.76K +$2.07K +53 +108%
US Bancorp
137
US Bancorp
Minnesota
$3.58K -$94.2K -2,416 -96%
Jones Financial Companies
138
Jones Financial Companies
Missouri
$3.19K -$2.34K -60 -41%
HI
139
Harbour Investments
Wisconsin
$2.82K
GWSG
140
GPS Wealth Strategies Group
Colorado
$2.58K
Optiver Holding
141
Optiver Holding
Netherlands
$2.58K +$2.73K +70 New
Barrow, Hanley, Mewhinney & Strauss
142
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.29K
CWP
143
Concord Wealth Partners
Virginia
$2.21K
IA
144
IFP Advisors
Florida
$2.14K -$39 -1 -2%
PA
145
Parallel Advisors
California
$1.84K -$273 -7 -12%
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.84K
AF
147
Allworth Financial
California
$1.03K -$858 -22 -44%
TFA
148
Transamerica Financial Advisors
Florida
$627 +$663 +17 New
AAM
149
Advisors Asset Management
Colorado
$590
QCG
150
Quadrant Capital Group
Ohio
$553 +$585 +15 New

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.