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96 hedge funds and large institutions have $148M invested in Alico in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

17% more funds holding

Funds holding: 8296 (+14)

15% more capital invested

Capital invested by funds: $129M → $148M (+$19.1M)

2.81% more ownership

Funds ownership: 56.56%59.38% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

16% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 31

Holders
96
Holders Change
+14
Holders Change %
+17.07%
% of All Funds
1.26%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
20
Increased
26
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCCM
1
Gate City Capital Management
Illinois
$36.8M +$7.53M +248,136 +28%
BlackRock
2
BlackRock
New York
$13.3M -$2.08M -68,680 -14%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$12.7M -$877K -28,918 -7%
PRCP
4
Pacific Ridge Capital Partners
Oregon
$9.79M -$134K -4,402 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.35M -$3.63M -119,630 -32%
CM
6
CM Management
Florida
$7.35M
State Street
7
State Street
Massachusetts
$4.47M +$162K +5,345 +4%
Morgan Stanley
8
Morgan Stanley
New York
$4.33M +$182K +5,991 +5%
PLC
9
Peapod Lane Capital
New York
$4.29M +$13.2K +434 +0.3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.2M -$530K -17,476 -12%
TL
11
TowerView LLC
New York
$4.08M +$303K +10,000 +9%
RB
12
Rodgers Brothers
Pennsylvania
$3.7M +$939K +30,951 +38%
Northern Trust
13
Northern Trust
Illinois
$1.87M -$387K -12,747 -18%
BA
14
Bard Associates
Illinois
$1.85M -$58.5K -1,929 -3%
NGA
15
Naples Global Advisors
Florida
$1.72M -$58.4K -1,927 -4%
Millennium Management
16
Millennium Management
New York
$1.65M +$1.53M +50,515 New
AAG
17
Accordant Advisory Group
Maryland
$1.64M +$192K +6,321 +14%
WW
18
Winnow Wealth
Texas
$1.64M +$1.52M +50,202 New
OFA
19
Oak Family Advisors
Illinois
$1.53M +$1.42M +46,848 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.39M +$34.6K +1,140 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.23M +$927K +30,559 +428%
Two Sigma Investments
22
Two Sigma Investments
New York
$905K +$840K +27,699 New
BCM
23
Bridgeway Capital Management
Texas
$894K -$8.55K -282 -1%
UBS Group
24
UBS Group
Switzerland
$873K -$114K -3,768 -12%
EA
25
Ellsworth Advisors
Ohio
$726K +$5.25K +173 +0.8%

ALCO Hedge Fund Activity: Q2 2025 in Review

96 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Alico (ALCO) for Q2 2025, worth a combined $148M — up 15% from $129M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ALCO positions and 6 closed out — a net gain of 14 holders — while 26 added to existing stakes and 31 trimmed.

The largest buyer was Gate City Capital Management, adding an estimated $7.53M. The largest seller was Vanguard Group, cutting an estimated $3.63M.

  • 96 institutional investors held Alico (ALCO) as of Q2 2025, up from 82 in Q1 2025.
  • Funds reported $148M of Alico stock for Q2 2025, up 15% quarter-over-quarter.
  • 20 funds opened new Alico positions in Q2 2025 and 6 closed out, a net change of +14 holders.
  • The largest Alico buyer in Q2 2025 was Gate City Capital Management, an estimated $7.53M added.
  • The largest Alico seller in Q2 2025 was Vanguard Group, an estimated $3.63M sold.

Based on aggregated 13F filings for Q2 2025.