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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
GI
76
GAMMA Investing
California
$883 -$1.33K -29 -62%
OC
77
Optima Capital
Oregon
$883 +$827 +18 New
MAM
78
Marquette Asset Management
Minnesota
$589 +$552 +12 New
EP
79
Essential Partners
California
$392 +$46 +1 +14%
IA
80
IFP Advisors
Florida
$294 +$46 +1 +20%
EWA
81
EverSource Wealth Advisors
Alabama
$147 – – –
RIL
82
Rothschild Investment LLC
Illinois
$98 +$92 +2 New
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$55 – – –
MCM
84
MAI Capital Management
Ohio
$50 +$46 +1 New
HNB
85
Huntington National Bank
Ohio
$49 – – –
FFA
86
Farther Finance Advisors
California
$49 +$46 +1 New
KFG
87
Kingdom Financial Group
Arizona
$26 +$46 +1 New
EF
88
Empowered Funds
Pennsylvania
– -$1.8M -42,797 Closed
PMAM
89
Penn Mutual Asset Management
Pennsylvania
– -$741K -17,578 Closed
IA
90
Inspire Advisors
Idaho
– -$238K -5,639 Closed
Jane Street
91
Jane Street
New York
– -$204K -4,848 Closed
AAP
92
Arax Advisory Partners
Colorado
– -$2.66K -63 Closed
CFD
93
Creative Financial Designs
Indiana
– -$854 -20 Closed
1 2 3
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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.