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KE

Kimball Electronics
KE

164 hedge funds and large institutions have $313M invested in Kimball Electronics in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

4% more funds holding

Funds holding: 158 → 164 (+6)

1.03% more ownership

Funds ownership: 75.72% → 76.75% (+1%)

9% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 58

11% less capital invested

Capital invested by funds: $350M → $313M (-$37M)

42% less call options, than puts

Call options by funds: $7K | Put options by funds: $12K

Holders
164
Holders Change
+6
Holders Change %
+3.8%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
53
Reduced
58
Closed
19
Calls
$7K
Puts
$12K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$8.28M
2
N
Nuveen
North Carolina
+$2.81M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.87M
4
American Century Companies
American Century Companies
Missouri
+$1.75M
5
Charles Schwab
Charles Schwab
California
+$1.37M

Top Sellers

1
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$3.13M
2
KCM
Kennedy Capital Management
Missouri
-$2.2M
3
BlackRock
BlackRock
New York
-$1.45M
4
Morgan Stanley
Morgan Stanley
New York
-$1.4M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
26
Larson Financial Group
Missouri
$2.85M – – –
NA
27
NewEdge Advisors
Louisiana
$2.78M – – –
BCM
28
Bridgeway Capital Management
Texas
$2.73M +$120K +6,803 +4%
Morgan Stanley
29
Morgan Stanley
New York
$2.26M -$1.4M -78,905 -36%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$1.92M -$511K -28,874 -20%
Two Sigma Investments
31
Two Sigma Investments
New York
$1.73M +$353K +19,955 +23%
Citigroup
32
Citigroup
New York
$1.72M +$328K +18,563 +22%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$1.72M +$460K +26,000 +33%
CCMINC
34
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.63M +$118K +6,653 +7%
UBS AM
35
UBS AM
Illinois
$1.57M -$293K -16,574 -15%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$1.53M -$9.72K -550 -0.6%
EF
37
Empowered Funds
Pennsylvania
$1.46M +$120K +6,803 +8%
Goldman Sachs
38
Goldman Sachs
New York
$1.4M -$1.16M -65,777 -44%
MAM
39
Martingale Asset Management
Massachusetts
$1.36M +$439K +24,844 +43%
First Trust Advisors
40
First Trust Advisors
Illinois
$1.25M -$30.4K -1,722 -2%
PH
41
Pinnacle Holdings
Oklahoma
$1.09M +$79.3K +4,485 +7%
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$1.06M +$1.14M +64,728 New
US Bancorp
43
US Bancorp
Minnesota
$1.06M -$919 -52 -0.1%
Victory Capital Management
44
Victory Capital Management
Texas
$1.05M -$15.4K -869 -1%
AAS
45
Avantax Advisory Services
Texas
$1.04M +$504K +28,521 +82%
Lazard Asset Management
46
Lazard Asset Management
New York
$1.04M +$190K +10,724 +20%
Universal-Beteiligungs- und Servicegesellschaft
47
Universal-Beteiligungs- und Servicegesellschaft
Germany
$997K – – –
Massachusetts Financial Services
48
Massachusetts Financial Services
Massachusetts
$985K -$24.1K -1,365 -2%
Invesco
49
Invesco
Georgia
$964K -$165K -9,314 -14%
Barclays
50
Barclays
United Kingdom
$939K -$228K -12,891 -18%
1
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KE Hedge Fund Activity: Q1 2025 in Review

164 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Kimball Electronics (KE) for Q1 2025, worth a combined $313M — down 11% from $350M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new KE positions and 19 closed out — a net gain of 6 holders — while 53 added to existing stakes and 58 trimmed.

The largest buyer was Bank of America, adding an estimated $8.28M. The largest seller was Forvis Mazars Wealth Advisors, exiting entirely with an estimated $3.13M sold.

  • 164 institutional investors held Kimball Electronics (KE) as of Q1 2025, up from 158 in Q4 2024.
  • Funds reported $313M of Kimball Electronics stock for Q1 2025, down 11% quarter-over-quarter.
  • 25 funds opened new Kimball Electronics positions in Q1 2025 and 19 closed out, a net change of +6 holders.
  • The largest Kimball Electronics buyer in Q1 2025 was Bank of America, an estimated $8.28M added.
  • The largest Kimball Electronics seller in Q1 2025 was Forvis Mazars Wealth Advisors, an estimated $3.13M sold.

Based on aggregated 13F filings for Q1 2025.