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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
BlackRock
1
BlackRock
New York
$26.5M +$376K +11,394 +1%
GI
2
GAMCO Investors
Connecticut
$24.8M -$368K -11,158 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$20.7M -$7.01M -212,481 -23%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$16.6M -$576K -17,468 -3%
V
5
ValueWorks
New York
$11.9M +$3.28M +99,538 +33%
American Century Companies
6
American Century Companies
Missouri
$11.2M +$752K +22,812 +6%
State Street
7
State Street
Massachusetts
$9.14M +$1.1M +33,281 +12%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$8.2M -$16.4K -497 -0.2%
Millennium Management
9
Millennium Management
New York
$6.66M +$112K +3,401 +2%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$5.86M +$1.35M +41,034 +26%
ProShare Advisors
11
ProShare Advisors
Maryland
$5.39M +$454K +13,766 +8%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$5.22M +$194K +5,881 +3%
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$4.29M +$1.45M +43,822 +44%
Morgan Stanley
14
Morgan Stanley
New York
$4.25M +$256K +7,772 +6%
Mirae Asset Global ETFs Holdings
15
Mirae Asset Global ETFs Holdings
Hong Kong
$3.77M +$810K +24,563 +24%
Federated Hermes
16
Federated Hermes
Pennsylvania
$3.65M +$880K +26,682 +28%
Goldman Sachs
17
Goldman Sachs
New York
$3.59M +$1.48M +44,750 +59%
Charles Schwab
18
Charles Schwab
California
$2.87M -$259K -7,852 -8%
Northern Trust
19
Northern Trust
Illinois
$2.84M -$280K -8,495 -8%
BCM
20
Bridgeway Capital Management
Texas
$2.81M +$211K +6,408 +7%
AQR Capital Management
21
AQR Capital Management
Connecticut
$2.57M -$36.6K -1,109 -1%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$2.31M +$293K +8,894 +13%
CFMC
23
Curbstone Financial Management Corp
New Hampshire
$2.18M
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$1.99M +$441K +13,385 +25%
TC
25
Truvestments Capital
Florida
$1.97M -$86K -2,608 -4%

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.