We are live on ! Find out more
HY icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$33.6M -$7.26M -186,060 -17%
BlackRock
2
BlackRock
New York
$32.4M -$245K -6,288 -0.7%
GI
3
GAMCO Investors
Connecticut
$31.2M -$588K -15,083 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$21.2M +$153K +3,935 +0.7%
American Century Companies
5
American Century Companies
Missouri
$13.1M +$1.08M +27,769 +8%
V
6
ValueWorks
New York
$11.1M +$14.6K +373 +0.1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$10.2M +$112K +2,865 +1%
State Street
8
State Street
Massachusetts
$10.1M +$254K +6,505 +2%
Millennium Management
9
Millennium Management
New York
$8.14M +$4.58M +117,415 +114%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$6.26M +$477K +12,220 +8%
ProShare Advisors
11
ProShare Advisors
Maryland
$6.18M +$663K +17,007 +11%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$5.76M -$1.32M -33,863 -18%
Morgan Stanley
13
Morgan Stanley
New York
$4.99M -$1.28M -32,692 -19%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$4.08M -$15.2K -389 -0.4%
Charles Schwab
15
Charles Schwab
California
$3.84M -$30.3K -777 -0.7%
Northern Trust
16
Northern Trust
Illinois
$3.84M -$5.54K -142 -0.1%
Mirae Asset Global ETFs Holdings
17
Mirae Asset Global ETFs Holdings
Hong Kong
$3.76M +$690K +17,693 +21%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$3.71M -$296K -7,599 -7%
Federated Hermes
19
Federated Hermes
Pennsylvania
$3.55M +$21.3K +546 +0.6%
BCM
20
Bridgeway Capital Management
Texas
$3.25M +$266K +6,812 +8%
AQR Capital Management
21
AQR Capital Management
Connecticut
$3.23M +$524K +13,421 +18%
Jane Street
22
Jane Street
New York
$3.21M +$2.23M +57,069 +190%
Goldman Sachs
23
Goldman Sachs
New York
$2.8M +$846K +21,686 +40%
CFMC
24
Curbstone Financial Management Corp
New Hampshire
$2.71M
Fidelity Investments
25
Fidelity Investments
Massachusetts
$2.54M +$260K +6,666 +11%

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.