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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
GCCM
1
Gate City Capital Management
Illinois
$47.2M +$1.38M +39,500 +3%
BlackRock
2
BlackRock
New York
$14.4M +$309K +8,883 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$11.6M -$1.15M -33,074 -9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.7M +$1.19M +34,145 +13%
PRCP
5
Pacific Ridge Capital Partners
Oregon
$10.3M -$294K -8,453 -3%
CM
6
CM Management
Florida
$7.28M -$522K -15,000 -7%
Morgan Stanley
7
Morgan Stanley
New York
$5.21M +$207K +5,956 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$5.05M +$164K +4,714 +4%
PLC
9
Peapod Lane Capital
New York
$4.86M +$34.2K +983 +0.7%
State Street
10
State Street
Massachusetts
$4.82M -$59.3K -1,702 -1%
RB
11
Rodgers Brothers
Pennsylvania
$4.09M -$26.1K -749 -0.7%
TL
12
TowerView LLC
New York
$3.79M -$618K -17,749 -15%
AAG
13
Accordant Advisory Group
Maryland
$3.43M +$929K +26,688 +39%
OFA
14
Oak Family Advisors
Illinois
$2.1M +$217K +6,238 +12%
Northern Trust
15
Northern Trust
Illinois
$2.09M +$25.9K +743 +1%
BA
16
Bard Associates
Illinois
$2.02M -$20.2K -579 -1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.99M +$465K +13,346 +32%
NGA
18
Naples Global Advisors
Florida
$1.81M -$39.7K -1,140 -2%
Goldman Sachs
19
Goldman Sachs
New York
$991K +$361K +10,375 +62%
EA
20
Ellsworth Advisors
Ohio
$908K +$29.3K +840 +4%
UBS Group
21
UBS Group
Switzerland
$883K -$104K -2,980 -11%
Squarepoint
22
Squarepoint
New York
$796K +$761K +21,867 New
BCM
23
Bridgeway Capital Management
Texas
$780K
AIM
24
Allen Investment Management
New York
$768K
Millennium Management
25
Millennium Management
New York
$752K +$304K +8,736 +73%