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Alerus Financial
ALRS

142 hedge funds and large institutions have $347M invested in Alerus Financial in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 31

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

6% more capital invested

Capital invested by funds: $327M → $347M (+$19.9M)

5% more funds holding

Funds holding: 135 → 142 (+7)

2.53% more ownership

Funds ownership: 58.11% → 60.64% (+2.5%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
142
Holders Change
+7
Holders Change %
+5.19%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
70
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PFC
Phocas Financial Corp
California
+$3.69M
2
MI
M3F Inc
Utah
+$3.24M
3
Goldman Sachs
Goldman Sachs
New York
+$1.76M
4
FCM
FJ Capital Management
Virginia
+$1.46M
5
American Century Companies
American Century Companies
Missouri
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$1.87M
2
BFC
Banc Funds Company
Illinois
-$1.47M
3
Squarepoint
Squarepoint
New York
-$1.23M
4
CP
CenterBook Partners
Connecticut
-$740K
5
AllianceBernstein
AllianceBernstein
Tennessee
-$665K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
101
Osaic Holdings
Arizona
$42.7K -$14.5K -667 -26%
EP
102
Essential Partners
California
$39.3K -$1.22K -56 -3%
NA
103
NewEdge Advisors
Louisiana
$35.2K +$2.51K +115 +8%
LFG
104
Larson Financial Group
Missouri
$33.8K +$10.9K +500 +50%
TIM
105
Thompson Investment Management
Wisconsin
$33.1K – – –
California State Teachers Retirement System (CalSTRS)
106
California State Teachers Retirement System (CalSTRS)
California
$32.6K +$785 +36 +3%
SCM
107
Sterling Capital Management
North Carolina
$30.5K -$5.82K -267 -16%
SOADOR
108
State of Alaska Department of Revenue
Alaska
$23K – – –
EWA
109
EverSource Wealth Advisors
Alabama
$20.1K +$3.05K +140 +19%
CTWM
110
Cherry Tree Wealth Management
Minnesota
$18.7K – – –
TRCT
111
Tower Research Capital (TRC)
New York
$18.5K +$131 +6 +0.7%
AB
112
Amalgamated Bank
New York
$17K -$785 -36 -5%
BW
113
Basepoint Wealth
Iowa
$15.2K +$14.7K +673 New
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$15K -$99.6K -4,567 -87%
Jones Financial Companies
115
Jones Financial Companies
Missouri
$13.5K – – –
SOW
116
State of Wyoming
Wyoming
$11.6K +$262 +12 +2%
AF
117
Allworth Financial
California
$11.3K +$2.12K +97 +24%
IA
118
IFP Advisors
Florida
$7.43K +$2.81K +129 +64%
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$6K -$4.25K -195 -42%
GI
120
GAMMA Investing
California
$4.98K -$894 -41 -16%
TCM
121
Triumph Capital Management
Colorado
$4.5K +$4.36K +200 New
Optiver Holding
122
Optiver Holding
Netherlands
$4.1K – – –
RIL
123
Rothschild Investment LLC
Illinois
$3.42K +$851 +39 +35%
TM
124
Torren Management
California
$3.38K +$3.27K +150 New
SAM
125
Smartleaf Asset Management
Massachusetts
$3.04K – – –
2 3 4
5
6

ALRS Hedge Fund Activity: Q4 2025 in Review

142 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Alerus Financial (ALRS) for Q4 2025, worth a combined $347M — up 6.1% from $327M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ALRS positions and 8 closed out — a net gain of 9 holders — while 70 added to existing stakes and 31 trimmed.

The largest buyer was Phocas Financial Corp, adding an estimated $3.69M. The largest seller was Nuveen, cutting an estimated $1.87M.

  • 142 institutional investors held Alerus Financial (ALRS) as of Q4 2025, up from 135 in Q3 2025.
  • Funds reported $347M of Alerus Financial stock for Q4 2025, up 6.1% quarter-over-quarter.
  • 17 funds opened new Alerus Financial positions in Q4 2025 and 8 closed out, a net change of +9 holders.
  • The largest Alerus Financial buyer in Q4 2025 was Phocas Financial Corp, an estimated $3.69M added.
  • The largest Alerus Financial seller in Q4 2025 was Nuveen, an estimated $1.87M sold.

Based on aggregated 13F filings for Q4 2025.