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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
Qube Research & Technologies (QRT)
151
Qube Research & Technologies (QRT)
United Kingdom
-$549K -14,895 Closed
AIFS
152
A&I Financial Services
Colorado
-$502K -13,594 Closed
Victory Capital Management
153
Victory Capital Management
Texas
-$400K -10,861 Closed
SRC
154
Shufro Rose & Co
New York
-$387K -10,340 Closed
N
155
Numerai
California
-$297K -8,048 Closed
Walleye Capital
156
Walleye Capital
New York
-$276K -7,489 Closed
YIH
157
Y-Intercept (HK)
Hong Kong
-$274K -7,445 Closed
IIM
158
INTECH Investment Management
Florida
-$237K -6,443 Closed
Tudor Investment Corp
159
Tudor Investment Corp
Connecticut
-$230K -6,239 Closed
State of Wisconsin Investment Board
160
State of Wisconsin Investment Board
Wisconsin
-$229K -6,207 Closed
QC
161
Quadrature Capital
United Kingdom
-$228K -6,167 Closed
PP
162
PDT Partners
New York
-$222K -6,021 Closed
LPL Financial
163
LPL Financial
California
-$207K -5,617 Closed
ACM
164
Aquatic Capital Management
Illinois
-$124K -3,372 Closed
AT
165
Arlington Trust
Alabama
-$55.2K -1,497 Closed
AAP
166
Arax Advisory Partners
Colorado
-$22.5K -611 Closed
IUHSA
167
Itau Unibanco Holding S.A.
Brazil
-$18.4K -498 Closed
CIAM
168
Caitong International Asset Management
Hong Kong
-$3.76K -102 Closed
GWSG
169
GPS Wealth Strategies Group
Colorado
-$2.58K -70 Closed
Optiver Holding
170
Optiver Holding
Netherlands
-$2.58K -70 Closed
Barrow, Hanley, Mewhinney & Strauss
171
Barrow, Hanley, Mewhinney & Strauss
Texas
-$2.29K -62 Closed
TFA
172
Transamerica Financial Advisors
Florida
-$627 -17 Closed
LFG
173
Larson Financial Group
Missouri
-$516 -14 Closed
TWD
174
True Wealth Design
Ohio
-$74 -2 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.