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Hyster-Yale Materials Handling

161 hedge funds and large institutions have $340M invested in Hyster-Yale Materials Handling in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 72 increasing their positions, 46 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $11K | Put options by funds: $4K

57% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 46

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.2% less ownership

Funds ownership: 60.19%59.98% (-0.2%)

4% less capital invested

Capital invested by funds: $356M → $340M (-$15.8M)

10% less funds holding

Funds holding: 179161 (-18)

55% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 31

Holders
161
Holders Change
-18
Holders Change %
-10.06%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
72
Reduced
46
Closed
31
Calls
$11K
Puts
$4K
Net Calls
+$7K
Net Calls Change
-$93K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$43.6M -$10.6K -265 -0%
BlackRock
2
BlackRock
New York
$35.2M +$282K +7,069 +0.8%
GI
3
GAMCO Investors
Connecticut
$34.2M +$586K +14,700 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$22.8M +$1.43M +35,947 +7%
American Century Companies
5
American Century Companies
Missouri
$13M +$972K +24,389 +8%
V
6
ValueWorks
New York
$11.9M +$658K +16,526 +6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$10.9M +$419K +10,507 +4%
State Street
8
State Street
Massachusetts
$10.7M -$642K -16,111 -6%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$8.62M +$5.46K +137 +0.1%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$7.57M +$1.17M +29,312 +18%
Morgan Stanley
11
Morgan Stanley
New York
$6.69M -$144K -3,608 -2%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$6.27M +$746K +18,718 +13%
ProShare Advisors
13
ProShare Advisors
Maryland
$5.99M -$484K -12,139 -7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$4.42M +$140K +3,526 +3%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$4.31M -$287K -7,199 -6%
Charles Schwab
16
Charles Schwab
California
$4.18M +$69.4K +1,742 +2%
Northern Trust
17
Northern Trust
Illinois
$4.15M -$186K -4,658 -4%
Millennium Management
18
Millennium Management
New York
$4.11M -$642K -16,125 -13%
Vontobel Holding
19
Vontobel Holding
Switzerland
$3.99M -$290K -7,285 -7%
Federated Hermes
20
Federated Hermes
Pennsylvania
$3.8M -$358K -8,982 -9%
Mirae Asset Global ETFs Holdings
21
Mirae Asset Global ETFs Holdings
Hong Kong
$3.37M -$142K -3,559 -4%
BCM
22
Bridgeway Capital Management
Texas
$3.24M +$506K +12,688 +18%
TC
23
Truvestments Capital
Florida
$3.1M +$1.43K +36 +0%
AQR Capital Management
24
AQR Capital Management
Connecticut
$2.95M -$214K -5,370 -7%
CFMC
25
Curbstone Financial Management Corp
New Hampshire
$2.92M

HY Hedge Fund Activity: Q2 2025 in Review

161 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q2 2025, worth a combined $340M — down 4.5% from $356M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of HY and 14 opened new positions — a net loss of 17 holders — while 46 trimmed existing stakes and 72 added.

The largest buyer was Arrowstreet Capital, adding an estimated $1.43M. The largest seller was First Trust Advisors, exiting entirely with an estimated $3.47M sold.

  • 161 institutional investors held Hyster-Yale Materials Handling (HY) as of Q2 2025, down from 179 in Q1 2025.
  • Funds reported $340M of Hyster-Yale Materials Handling stock for Q2 2025, down 4.5% quarter-over-quarter.
  • 14 funds opened new Hyster-Yale Materials Handling positions in Q2 2025 and 31 closed out, a net change of -17 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q2 2025 was Arrowstreet Capital, an estimated $1.43M added.
  • The largest Hyster-Yale Materials Handling seller in Q2 2025 was First Trust Advisors, an estimated $3.47M sold.

Based on aggregated 13F filings for Q2 2025.