At Holdings Channel, we have reviewed the latest batch of the 29 most recent 13F filings for the 06/30/2025 reporting period, and noticed that Honeywell International Inc (Symbol: HON) was held by 18 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.
Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.
Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in HON positions, for this latest batch of 13F filers:
| Fund | New Position? | Change In Share Count | Change In Market Value ($ in 1000's) |
|---|---|---|---|
| Kathmere Capital Management LLC | Existing | -1,725 | -$252 |
| PFS Partners LLC | Existing | +34 | +$171 |
| Investment Partners Asset Management Inc. | NEW | +917 | +$214 |
| True North Advisors LLC | Existing | -112 | +$40 |
| GenWealth Group Inc. | Existing | UNCH | +$24 |
| Vision Capital Management Inc. | Existing | +1,213 | +$1,071 |
| Crowley Wealth Management Inc. | Existing | -50 | +$34 |
| Bestgate Wealth Advisors LLC | Existing | UNCH | +$29 |
| ST Germain D J Co. Inc. | Existing | +344 | +$292 |
| Moisand Fitzgerald Tamayo LLC | Existing | UNCH | +$3 |
| 1834 Investment Advisors Co. | Existing | UNCH | +$95 |
| Ipswich Investment Management Co. Inc. | Existing | -1,460 | -$12 |
| State of Alaska Department of Revenue | Existing | -4,010 | +$675 |
| Old Port Advisors | Existing | -82 | +$212 |
| Eagle Global Advisors LLC | Existing | -1,062 | +$1,454 |
| NovaPoint Capital LLC | Existing | +1,526 | +$737 |
| Cove Private Wealth LLC | Existing | +1,633 | +$445 |
| Patton Fund Management Inc. | NEW | +1,105 | +$257 |
| Aggregate Change: | -1,729 | +$5,489 | |
In terms of shares owned, we count 5 of the above funds having increased existing HON positions from 03/31/2025 to 06/30/2025, with 7 having decreased their positions and 2 new positions.
Looking beyond these particular funds in this one batch of most recent filers, we tallied up the HON share count in the aggregate among all of the funds which held HON at the 06/30/2025 reporting period (out of the 945 we looked at in total). We then compared that number to the sum total of HON shares those same funds held back at the 03/31/2025 period, to see how the aggregate share count held by hedge funds has moved for HON. We found that between these two periods, funds increased their holdings by 323,711 shares in the aggregate, from 6,646,964 up to 6,970,675 for a share count increase of approximately 4.87%. The overall top three funds holding HON on 06/30/2025 were:
| » | Fund | Shares of HON Held |
|---|---|---|
| 1. | Kingstone Capital Partners Texas LLC | 604,671 |
| 2. | Fifth Third Bancorp | 508,719 |
| 3. | Compagnie Lombard Odier SCmA | 372,108 |
| 4-10 | Find out the full Top 10 Hedge Funds Holding HON | » |
We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Honeywell International Inc (Symbol: HON).
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
