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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
Mirae Asset Global ETFs Holdings
51
Mirae Asset Global ETFs Holdings
Hong Kong
$92.1K +$2.02K +44 +2%
NA
52
NewEdge Advisors
Louisiana
$69.5K – – –
LAM
53
LOM Asset Management
$49K – – –
CA
54
Clearstead Advisors
Ohio
$45.2K – – –
PFSRSONJ
55
Police & Firemen's Retirement System of New Jersey
New Jersey
$45.1K – – –
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$44.3K +$4.5K +98 +12%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$37.6K +$138 +3 +0.4%
Deutsche Bank
58
Deutsche Bank
Germany
$34.3K -$172K -3,735 -84%
Legal & General Group
59
Legal & General Group
United Kingdom
$17.9K – – –
Citigroup
60
Citigroup
New York
$17.6K +$9.15K +199 +125%
AIP
61
Ameritas Investment Partners
Nebraska
$14.9K – – –
TRCT
62
Tower Research Capital (TRC)
New York
$11.6K -$4.28K -93 -28%
SCM
63
Sterling Capital Management
North Carolina
$11.3K -$2.07K -45 -16%
AWM
64
Abound Wealth Management
Tennessee
$6.96K – – –
AB
65
Amalgamated Bank
New York
$6K -$736 -16 -11%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$4K +$2.07K +45 +122%
Comerica Bank
67
Comerica Bank
Texas
$3.96K +$1.66K +36 +80%
AF
68
Advisornet Financial
Minnesota
$2.7K – – –
AIC
69
Archer Investment Corporation
Indiana
$2.51K – – –
CWP
70
Concord Wealth Partners
Virginia
$2.45K – – –
Optiver Holding
71
Optiver Holding
Netherlands
$2.35K – – –
SS
72
SBI Securities
Japan
$2.01K – – –
C
73
Covestor
United Kingdom
$2K +$184 +4 +11%
SHIM
74
Stone House Investment Management
Pennsylvania
$1.96K +$1.84K +40 New
Nisa Investment Advisors
75
Nisa Investment Advisors
Missouri
$1.62K – – –
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.