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82 hedge funds and large institutions have $129M invested in Alico in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

18% more capital invested

Capital invested by funds: $110M → $129M (+$19.7M)

8% more funds holding

Funds holding: 7682 (+6)

1.19% more ownership

Funds ownership: 55.37%56.56% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
82
Holders Change
+6
Holders Change %
+7.89%
% of All Funds
1.1%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
14
Increased
28
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGCM
26
Prescott Group Capital Management
Oklahoma
$597K +$595K +20,000 New
AWC
27
Abundance Wealth Counselors
Pennsylvania
$590K +$260K +8,755 +79%
Charles Schwab
28
Charles Schwab
California
$578K +$5.47K +184 +1%
Invesco
29
Invesco
Georgia
$572K +$43.3K +1,458 +8%
Goldman Sachs
30
Goldman Sachs
New York
$567K -$21.7K -730 -4%
JP Morgan Chase
31
JP Morgan Chase
New York
$542K -$342K -11,503 -39%
WDA
32
Wendell David Associates
New Hampshire
$533K
Bank of America
33
Bank of America
North Carolina
$509K -$34.3K -1,154 -6%
EF
34
Empowered Funds
Pennsylvania
$504K +$8.47K +285 +2%
HCP
35
Holt Capital Partners
Texas
$498K +$248K +8,335 +100%
PCM
36
Perritt Capital Management
Illinois
$486K +$336K +11,300 +226%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$486K +$484K +16,279 New
N
38
Nuveen
North Carolina
$458K -$184K -6,183 -51%
Stifel Financial
39
Stifel Financial
Missouri
$433K -$2.08K -70 -0.5%
RWA
40
Redmont Wealth Advisors
Illinois
$384K -$171K -5,744 -31%
TCA
41
Transcend Capital Advisors
New Jersey
$340K +$21.5K +724 +7%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$320K -$7.67K -258 -2%
WVP
43
Worth Venture Partners
New Jersey
$300K +$2.97K +100 +1%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$291K +$290K +9,740 New
MC
45
Moors & Cabot
Massachusetts
$270K +$8.92K +300 +3%
Barclays
46
Barclays
United Kingdom
$215K -$104K -3,496 -33%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$213K -$70.7K -2,378 -25%
Citigroup
48
Citigroup
New York
$159K -$8.86K -298 -5%
Deutsche Bank
49
Deutsche Bank
Germany
$157K +$157K +5,272 New
Wells Fargo
50
Wells Fargo
California
$148K -$6.54K -220 -4%

ALCO Hedge Fund Activity: Q1 2025 in Review

82 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Alico (ALCO) for Q1 2025, worth a combined $129M — up 18% from $110M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ALCO positions and 8 closed out — a net gain of 6 holders — while 28 added to existing stakes and 27 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.15M. The largest seller was JCP Investment Management, exiting entirely with an estimated $5.63M sold.

  • 82 institutional investors held Alico (ALCO) as of Q1 2025, up from 76 in Q4 2024.
  • Funds reported $129M of Alico stock for Q1 2025, up 18% quarter-over-quarter.
  • 14 funds opened new Alico positions in Q1 2025 and 8 closed out, a net change of +6 holders.
  • The largest Alico buyer in Q1 2025 was Vanguard Group, an estimated $4.15M added.
  • The largest Alico seller in Q1 2025 was JCP Investment Management, an estimated $5.63M sold.

Based on aggregated 13F filings for Q1 2025.