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.
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: 157 → 143 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
V
ValueWorks
New York
|
+$3.28M |
| 2 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
+$1.65M |
| 3 |
Goldman Sachs
New York
|
+$1.48M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$1.45M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$7.01M |
| 2 |
Jane Street
New York
|
-$2.41M |
| 3 |
Bank of New York Mellon
New York
|
-$2.28M |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$2.22M |
| 5 |
Swedbank
Stockholm,
Sweden
|
-$1.58M |
HY Hedge Fund Activity: Q4 2025 in Review
143 of the 8,270 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.