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109 hedge funds and large institutions have $183M invested in Alico in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $164M → $183M (+$18.6M)

3% more funds holding

Funds holding: 106109 (+3)

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.03% less ownership

Funds ownership: 58.95%57.92% (-1%)

Holders
109
Holders Change
+3
Holders Change %
+2.83%
% of All Funds
1.34%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
32
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCCM
1
Gate City Capital Management
Illinois
$53M -$555K -13,973 -1%
BlackRock
2
BlackRock
New York
$17.3M +$891K +22,429 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$11.8M -$1.31M -32,976 -10%
PRCP
4
Pacific Ridge Capital Partners
Oregon
$11.8M +$34.3K +862 +0.3%
VCM
5
Vanguard Capital Management
Pennsylvania
$9.68M +$9.32M +234,673 New
CM
6
CM Management
Florida
$8.25M
Morgan Stanley
7
Morgan Stanley
New York
$6.03M +$117K +2,933 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$5.99M +$257K +6,459 +5%
State Street
9
State Street
Massachusetts
$5.61M +$133K +3,356 +3%
PLC
10
Peapod Lane Capital
New York
$5.5M -$358 -9 -0%
RB
11
Rodgers Brothers
Pennsylvania
$4.65M +$9.97K +251 +0.2%
AAG
12
Accordant Advisory Group
Maryland
$4.15M +$247K +6,224 +7%
TL
13
TowerView LLC
New York
$3.51M -$765K -19,251 -18%
OFA
14
Oak Family Advisors
Illinois
$2.53M +$145K +3,645 +6%
Northern Trust
15
Northern Trust
Illinois
$2.4M +$27.8K +700 +1%
BA
16
Bard Associates
Illinois
$2.3M +$4.21K +106 +0.2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.19M -$60.9K -1,533 -3%
NGA
18
Naples Global Advisors
Florida
$1.93M -$122K -3,070 -6%
VFT
19
Vanguard Fiduciary Trust
Pennsylvania
$1.59M +$1.53M +38,456 New
Goldman Sachs
20
Goldman Sachs
New York
$1.43M +$291K +7,326 +27%
VPM
21
Vanguard Portfolio Management
Pennsylvania
$1.34M +$1.29M +32,580 New
UBS Group
22
UBS Group
Switzerland
$988K -$12.2K -306 -1%
EA
23
Ellsworth Advisors
Ohio
$962K +$6.56K +165 +0.7%
AWC
24
Abundance Wealth Counselors
Pennsylvania
$905K +$97.6K +2,456 +13%
AIM
25
Allen Investment Management
New York
$871K