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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
WCM Investment Management
376
WCM Investment Management
California
$226K -$12.1K -114 -5%
OAS
377
Optivise Advisory Services
Tennessee
$222K +$247K +2,324 New
WCM
378
Weik Capital Management
Pennsylvania
$220K -$21.2K -200 -8%
FPAS
379
Focus Partners Advisor Solutions
Missouri
$220K +$244K +2,298 New
YCM
380
Yousif Capital Management
Michigan
$219K -$10.7K -101 -4%
NFP
381
Narus Financial Partners
Utah
$215K +$5.2K +49 +2%
FNBT
382
FineMark National Bank & Trust
Florida
$215K +$239K +2,250 New
TRCT
383
Tower Research Capital (TRC)
New York
$215K -$431K -4,061 -64%
GWM
384
Geneos Wealth Management
Colorado
$213K +$173K +1,626 +270%
FFM
385
Forum Financial Management
Illinois
$211K +$743 +7 +0.3%
PS
386
Principal Securities
Iowa
$210K
AFG
387
Atomi Financial Group
New York
$209K +$11.6K +109 +5%
EW
388
Evoke Wealth
California
$208K +$6.47K +61 +3%
AFCM
389
Applied Finance Capital Management
Puerto Rico
$206K +$8.91K +84 +4%
SRL
390
Scientech Research LLC
New Jersey
$203K +$225K +2,119 New
PA
391
Parallel Advisors
California
$181K -$36.6K -345 -15%
ACM
392
Aquatic Capital Management
Illinois
$173K +$192K +1,806 New
HI
393
Harbour Investments
Wisconsin
$172K
Northwestern Mutual Wealth Management
394
Northwestern Mutual Wealth Management
Wisconsin
$165K -$48.7K -459 -21%
Bessemer Group
395
Bessemer Group
New Jersey
$158K -$148K -1,396 -46%
CSB
396
City State Bank
Iowa
$155K +$98.2K +925 +132%
MIM
397
MetLife Investment Management
New Jersey
$149K +$3.71K +35 +2%
GI
398
GAMMA Investing
California
$148K +$14.6K +138 +10%
TWC
399
TD Waterhouse Canada
Ontario, Canada
$146K +$10.6K +100 +7%
MA
400
Montag & Associates
Georgia
$138K

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.