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Allison Transmission

507 hedge funds and large institutions have $7.96B invested in Allison Transmission in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 182 increasing their positions, 198 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $6.66M

0.34% more ownership

Funds ownership: 97.05%97.38% (+0.34%)

8% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 198

6% less funds holding

Funds holding: 540507 (-33)

12% less capital invested

Capital invested by funds: $9.08B → $7.96B (-$1.12B)

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

31% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 87

Holders
507
Holders Change
-33
Holders Change %
-6.11%
% of All Funds
6.8%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.12%
New
60
Increased
182
Reduced
198
Closed
87
Calls
$11.9M
Puts
$6.66M
Net Calls
+$5.29M
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
STA
226
Summit Trail Advisors
New York
$1.14M -$133K -1,252 -10%
I
227
InceptionR
California
$1.13M +$1.05M +9,897 +507%
BS
228
Banco Santander
Spain
$1.13M +$1.25M +11,818 New
VA
229
Vident Advisory
Georgia
$1.13M +$168K +1,582 +16%
WGCA
230
Wolf Group Capital Advisors
Virginia
$1.12M -$407K -3,832 -25%
ISL
231
Ingalls & Snyder LLC
New York
$1.1M -$17.1K -161 -1%
EMPI
232
Elo Mutual Pension Insurance
Finland
$1.1M +$1.22M +11,494 New
MIM
233
Moseley Investment Management
Florida
$1.06M
ICM
234
Islay Capital Management
Texas
$1.05M +$14.9K +140 +1%
KAS
235
Kestra Advisory Services
Texas
$1.04M -$65.2K -614 -5%
AR
236
Advisory Research
Illinois
$1.03M +$3.08K +29 +0.3%
Osaic Holdings
237
Osaic Holdings
Arizona
$1.01M -$901K -8,494 -45%
IC
238
IEQ Capital
California
$1M +$188K +1,769 +20%
CGIM
239
Cannon Global Investment Management
Florida
$995K +$456K +4,300 +70%
Hudson Bay Capital Management
240
Hudson Bay Capital Management
Connecticut
$957K +$1.06M +10,000 New
CG
241
Caprock Group
Idaho
$940K +$667K +6,290 +178%
Truist Financial
242
Truist Financial
North Carolina
$924K -$287K -2,706 -22%
XT
243
XTX Topco
Cayman Islands
$923K +$527K +4,965 +106%
FP
244
Factorial Partners
New York
$890K -$1.29M -12,200 -57%
KFS
245
Keynote Financial Services
Connecticut
$884K
RCAG
246
Rehmann Capital Advisory Group
Michigan
$875K +$221K +2,082 +29%
NRD
247
Nebula Research & Development
New York
$860K +$953K +8,985 New
AAS
248
Avantax Advisory Services
Texas
$855K -$132K -1,242 -12%
Mercer Global Advisors
249
Mercer Global Advisors
Colorado
$842K +$384K +3,616 +70%
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
$822K +$5.41K +51 +0.5%

ALSN Hedge Fund Activity: Q1 2025 in Review

507 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Allison Transmission (ALSN) for Q1 2025, worth a combined $7.96B — down 12% from $9.08B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of ALSN and 60 opened new positions — a net loss of 27 holders — while 198 trimmed existing stakes and 182 added.

The largest buyer was UBS Group, adding an estimated $63.5M. The largest seller was Pacer Advisors, exiting entirely with an estimated $152M sold.

  • 507 institutional investors held Allison Transmission (ALSN) as of Q1 2025, down from 540 in Q4 2024.
  • Funds reported $7.96B of Allison Transmission stock for Q1 2025, down 12% quarter-over-quarter.
  • 60 funds opened new Allison Transmission positions in Q1 2025 and 87 closed out, a net change of -27 holders.
  • The largest Allison Transmission buyer in Q1 2025 was UBS Group, an estimated $63.5M added.
  • The largest Allison Transmission seller in Q1 2025 was Pacer Advisors, an estimated $152M sold.

Based on aggregated 13F filings for Q1 2025.