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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
Los Angeles Capital Management
126
Los Angeles Capital Management
California
$2.25K +$2.04K +62 New
US Bancorp
127
US Bancorp
Minnesota
$2.23K -$726 -22 -23%
BWA
128
Basecamp Wealth Advisors
Washington
$2.11K +$2.34K +71 New
QCG
129
Quadrant Capital Group
Ohio
$2.08K +$1.81K +55 +367%
EWA
130
EverSource Wealth Advisors
Alabama
$2.05K -$3.5K -106 -61%
CWP
131
Concord Wealth Partners
Virginia
$1.78K
IA
132
IFP Advisors
Florida
$1.63K -$99 -3 -5%
FDCDDQ
133
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.49K
AF
134
Allworth Financial
California
$1.43K +$660 +20 +71%
PA
135
Parallel Advisors
California
$1.22K -$297 -9 -18%
FFA
136
Farther Finance Advisors
California
$1.04K +$1.15K +35 New
AAM
137
Advisors Asset Management
Colorado
$446 -$33 -1 -6%
EP
138
Essential Partners
California
$416 -$5.8K -176 -93%
MCM
139
MAI Capital Management
Ohio
$179 +$198 +6 New
SAM
140
Smartleaf Asset Management
Massachusetts
$149
RIL
141
Rothschild Investment LLC
Illinois
$59 -$264 -8 -80%
HNB
142
Huntington National Bank
Ohio
$30
SS
143
Sunbelt Securities
Texas
$10
EF
144
Empowered Funds
Pennsylvania
-$2.22M -60,201 Closed
Swedbank
145
Swedbank
Sweden
-$1.58M -42,934 Closed
GC
146
Globeflex Capital
California
-$871K -23,625 Closed
Squarepoint
147
Squarepoint
New York
-$867K -23,531 Closed
MCM
148
Mork Capital Management
California
-$734K -19,900 Closed
Assenagon Asset Management
149
Assenagon Asset Management
Luxembourg
-$616K -16,715 Closed
Verition Fund Management
150
Verition Fund Management
Connecticut
-$550K -14,909 Closed

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.