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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
MA
351
MONECO Advisors
Connecticut
$284K -$23.7K -223 -7%
AWA
352
Aaron Wealth Advisors
Illinois
$283K +$11.4K +107 +4%
CI Investments Inc
353
CI Investments Inc
Ontario, Canada
$273K +$7.21K +68 +2%
BPA
354
Beacon Pointe Advisors
California
$272K +$3.29K +31 +1%
CFS
355
Commonwealth Financial Services
West Virginia
$268K
MG
356
Marex Group
$265K +$293K +2,765 New
PCP
357
Perbak Capital Partners
United Kingdom
$261K +$290K +2,730 New
HH
358
Hilltop Holdings
Texas
$261K -$11K -104 -4%
CIBC Asset Management
359
CIBC Asset Management
Ontario, Canada
$261K +$5.2K +49 +2%
CL
360
CVFG LLC
Indiana
$256K
C
361
Certuity
Florida
$255K -$35.4K -334 -11%
CAM
362
Claret Asset Management
Quebec, Canada
$255K +$212 +2 +0.1%
CFO
363
Callan Family Office
Pennsylvania
$249K +$13.4K +126 +5%
KFS
364
Kaizen Financial Strategies
California
$249K
Jones Financial Companies
365
Jones Financial Companies
Missouri
$248K +$74.3K +700 +37%
CB
366
Commerce Bank
Missouri
$246K
QCM
367
Qsemble Capital Management
New York
$241K +$268K +2,522 New
CIAM
368
Caitong International Asset Management
Hong Kong
$240K +$193K +1,820 +265%
HTI
369
Hikari Tsushin Inc
Japan
$239K
DT
370
Diversified Trust
Tennessee
$234K -$83.9K -791 -24%
PAG
371
Private Advisor Group
New Jersey
$233K -$182K -1,714 -41%
FT
372
Fiduciary Trust
Massachusetts
$232K +$51.5K +485 +25%
Lido Advisors
373
Lido Advisors
California
$229K +$254K +2,391 New
1C
374
111 Capital
France
$228K -$335K -3,158 -57%
IPW
375
Impact Partnership Wealth
Georgia
$228K +$44.7K +421 +21%

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.