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NACCO Industries
NC

87 hedge funds and large institutions have $105M invested in NACCO Industries in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

19% more capital invested

Capital invested by funds: $88M → $105M (+$16.7M)

13% more funds holding

Funds holding: 77 → 87 (+10)

0.77% more ownership

Funds ownership: 35.46% → 36.23% (+0.77%)

Holders
87
Holders Change
+10
Holders Change %
+12.99%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
26
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
+$1.38M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$885K
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$499K
4
SO
STRS Ohio
Ohio
+$474K
5
Goldman Sachs
Goldman Sachs
New York
+$425K

Top Sellers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
-$1.8M
2
PMAM
Penn Mutual Asset Management
Pennsylvania
-$741K
3
Renaissance Technologies
Renaissance Technologies
New York
-$405K
4
Citadel Advisors
Citadel Advisors
Florida
-$319K
5
IA
Inspire Advisors
Idaho
-$238K
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$616K – – –
Millennium Management
27
Millennium Management
New York
$581K +$251K +5,457 +85%
Charles Schwab
28
Charles Schwab
California
$572K – – –
JIC
29
Johnson Investment Counsel
Ohio
$541K -$46.4K -1,010 -8%
Morgan Stanley
30
Morgan Stanley
New York
$531K +$56.2K +1,223 +13%
SO
31
STRS Ohio
Ohio
$505K +$474K +10,300 New
Goldman Sachs
32
Goldman Sachs
New York
$454K +$425K +9,251 New
Baird Financial Group
33
Baird Financial Group
Wisconsin
$319K – – –
Barclays
34
Barclays
United Kingdom
$314K +$28.2K +614 +11%
Citadel Advisors
35
Citadel Advisors
Florida
$306K -$319K -6,941 -53%
JP Morgan Chase
36
JP Morgan Chase
New York
$270K -$48.2K -1,048 -16%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$258K -$39.1K -850 -14%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$250K – – –
Invesco
39
Invesco
Georgia
$236K +$222K +4,821 New
AQR Capital Management
40
AQR Capital Management
Connecticut
$225K +$211K +4,579 New
AR
41
Apeiron RIA
Texas
$223K +$191K +4,147 New
Wells Fargo
42
Wells Fargo
California
$222K -$6.16K -134 -3%
ETC
43
Exchange Traded Concepts
Oklahoma
$210K -$12.6K -274 -6%
KA
44
Kovack Advisors
Florida
$204K +$192K +4,167 New
TI
45
Tidal Investments
Wisconsin
$202K +$190K +4,123 New
Bank of America
46
Bank of America
North Carolina
$190K +$28.4K +618 +19%
BAM
47
Byrne Asset Management
New Jersey
$157K +$80.5K +1,750 +121%
UBS Group
48
UBS Group
Switzerland
$124K -$51K -1,110 -30%
MIM
49
MetLife Investment Management
New Jersey
$120K – – –
Los Angeles Capital Management
50
Los Angeles Capital Management
California
$105K +$114K +2,485 New
1
2
3 4

NC Hedge Fund Activity: Q4 2025 in Review

87 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2025, worth a combined $105M — up 19% from $88M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NC positions and 6 closed out — a net gain of 10 holders — while 26 added to existing stakes and 19 trimmed.

The largest buyer was Ancora Advisors, adding an estimated $1.38M. The largest seller was Empowered Funds, exiting entirely with an estimated $1.8M sold.

  • 87 institutional investors held NACCO Industries (NC) as of Q4 2025, up from 77 in Q3 2025.
  • Funds reported $105M of NACCO Industries stock for Q4 2025, up 19% quarter-over-quarter.
  • 16 funds opened new NACCO Industries positions in Q4 2025 and 6 closed out, a net change of +10 holders.
  • The largest NACCO Industries buyer in Q4 2025 was Ancora Advisors, an estimated $1.38M added.
  • The largest NACCO Industries seller in Q4 2025 was Empowered Funds, an estimated $1.8M sold.

Based on aggregated 13F filings for Q4 2025.