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Alico
ALCO

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: 76 → 82 (+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: 5 → 5 (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
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$4.15M
2
CAMG
CWA Asset Management Group
Florida
+$3.22M
3
GCCM
Gate City Capital Management
Illinois
+$3.2M
4
RB
Rodgers Brothers
Pennsylvania
+$1.53M
5
Morgan Stanley
Morgan Stanley
New York
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
JIM
JCP Investment Management
Texas
-$5.63M
2
TL
TowerView LLC
New York
-$2.98M
3
OFA
Oak Family Advisors
Illinois
-$1.87M
4
MCC
Money Concepts Capital
Florida
-$755K
5
Squarepoint
Squarepoint
New York
-$675K
Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
76
Harbor Capital Advisors
Illinois
$3K +$892 +30 +37%
GI
77
GAMMA Investing
California
$2.3K +$1.46K +49 +175%
FUBT
78
First United Bank & Trust
Maryland
$1.79K – – –
CCM
79
Coldstream Capital Management
Washington
$627 +$624 +21 New
SAM
80
Smartleaf Asset Management
Massachusetts
$323 – – –
SS
81
SBI Securities
Japan
$298 -$416 -14 -58%
FFA
82
Farther Finance Advisors
California
$29 – – –
IA
83
IFP Advisors
Florida
$5 – – –
JIM
84
JCP Investment Management
Texas
– -$5.63M -217,091 Closed
OFA
85
Oak Family Advisors
Illinois
– -$1.87M -72,243 Closed
MCC
86
Money Concepts Capital
Florida
– -$755K -29,107 Closed
Squarepoint
87
Squarepoint
New York
– -$675K -26,044 Closed
MAM
88
Marquette Asset Management
Minnesota
– -$490K -18,880 Closed
RP
89
Riverwater Partners
Wisconsin
– -$273K -10,542 Closed
WT
90
Washington Trust
Rhode Island
– -$18.2K -700 Closed
RWML
91
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
– -$1.32K -51 Closed
1 2 3
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.