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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
LFG
151
Larson Financial Group
Missouri
$516 -$234 -6 -30%
RIL
152
Rothschild Investment LLC
Illinois
$369 -$195 -5 -33%
SAM
153
Smartleaf Asset Management
Massachusetts
$183 +$195 +5 New
TWD
154
True Wealth Design
Ohio
$74
HNB
155
Huntington National Bank
Ohio
$37
SS
156
Sunbelt Securities
Texas
$12
Fuller & Thaler Asset Management
157
Fuller & Thaler Asset Management
California
-$8.62M -216,774 Closed
Vontobel Holding
158
Vontobel Holding
Switzerland
-$3.99M -100,201 Closed
DLP
159
De Lisle Partners
United Kingdom
-$1.49M -37,335 Closed
BAM
160
Bastion Asset Management
Canada
-$1.01M -25,186 Closed
Lazard Asset Management
161
Lazard Asset Management
New York
-$636K -16,012 Closed
SFI
162
Susquehanna Fundamental Investments
Pennsylvania
-$577K -14,506 Closed
PTC
163
Petrus Trust Company
Texas
-$460K -11,568 Closed
DTL
164
Dynamic Technology Lab
Singapore
-$445K -11,180 Closed
Principal Financial Group
165
Principal Financial Group
Iowa
-$301K -7,568 Closed
PAM
166
Panagora Asset Management
Massachusetts
-$250K -6,286 Closed
DFCM
167
Dark Forest Capital Management
Puerto Rico
-$222K -5,583 Closed
QT
168
Quantbot Technologies
New York
-$104K -2,621 Closed
Comerica Bank
169
Comerica Bank
Texas
-$60.6K -1,524 Closed
C
170
Covestor
United Kingdom
-$30K -768 -100%
BIG
171
Brooklyn Investment Group
New York
-$9.31K -234 Closed
VCM
172
Versant Capital Management
Arizona
-$7.48K -188 Closed
TIM
173
Total Investment Management
Arizona
-$4.04K -102 Closed
FFA
174
Farther Finance Advisors
California
-$3.5K -88 Closed
BTI
175
Blue Trust Inc
Georgia
-$2.67K -67 Closed

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.