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106 hedge funds and large institutions have $164M invested in Alico in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

7% more funds holding

Funds holding: 99106 (+7)

6% more capital invested

Capital invested by funds: $155M → $164M (+$9.05M)

0.36% more ownership

Funds ownership: 58.58%58.95% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 34

Holders
106
Holders Change
+7
Holders Change %
+7.07%
% of All Funds
1.29%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
16
Increased
31
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGCM
26
Prescott Group Capital Management
Oklahoma
$741K +$13K +372 +2%
AWC
27
Abundance Wealth Counselors
Pennsylvania
$708K +$77.4K +2,224 +13%
RWA
28
Redmont Wealth Advisors
Illinois
$677K -$2.92K -84 -0.4%
WDA
29
Wendell David Associates
New Hampshire
$650K
Charles Schwab
30
Charles Schwab
California
$634K +$53.2K +1,528 +10%
State of Wisconsin Investment Board
31
State of Wisconsin Investment Board
Wisconsin
$617K -$31.3K -899 -5%
HCP
32
Holt Capital Partners
Texas
$584K +$181K +5,200 +48%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$578K +$114K +3,263 +26%
Bank of America
34
Bank of America
North Carolina
$549K +$105K +3,004 +25%
JP Morgan Chase
35
JP Morgan Chase
New York
$536K -$57.6K -1,654 -10%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$519K +$43.9K +1,260 +10%
Stifel Financial
37
Stifel Financial
Missouri
$513K -$8.98K -258 -2%
American Century Companies
38
American Century Companies
Missouri
$502K -$3.62K -104 -0.7%
CSP
39
Cary Street Partners
Virginia
$478K +$458K +13,151 New
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$459K -$68.4K -1,964 -13%
AQR Capital Management
41
AQR Capital Management
Connecticut
$452K +$22.3K +640 +5%
MHS
42
M Holdings Securities
Oregon
$450K +$431K +12,380 New
RS
43
R Squared
Hong Kong
$412K +$394K +11,329 New
Invesco
44
Invesco
Georgia
$405K -$128K -3,666 -25%
WVP
45
Worth Venture Partners
New Jersey
$365K
Jane Street
46
Jane Street
New York
$342K -$226K -6,488 -41%
N
47
Nuveen
North Carolina
$342K
Fidelity Investments
48
Fidelity Investments
Massachusetts
$338K +$62.2K +1,786 +24%
MC
49
Moors & Cabot
Massachusetts
$328K +$6.96K +200 +2%
Barclays
50
Barclays
United Kingdom
$320K +$44.5K +1,278 +17%