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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
MHR
451
Matthew Hamilton Rosenberg
$14K
BIG
452
Brooklyn Investment Group
New York
$13.8K -$2.12K -20 -12%
WA
453
Whipplewood Advisors
Colorado
$13K +$106 +1 +0.7%
Q1WB
454
Quest 10 Wealth Builders
Virginia
$12.7K
SPIA
455
Steward Partners Investment Advisory
New York
$11.2K
CIAS
456
CBIZ Investment Advisory Services
Ohio
$11.1K -$10.6K -100 -46%
KIG
457
Kessler Investment Group
Indiana
$10.1K
WIM
458
Westside Investment Management
California
$9.73K
RFS
459
Richardson Financial Services
Massachusetts
$8.8K -$10.5K -99 -52%
RWS
460
Retirement Wealth Solutions
Wisconsin
$8.17K -$4.03K -38 -31%
JWA
461
JFS Wealth Advisors
Pennsylvania
$8.04K -$106 -1 -1%
CA
462
Continuum Advisory
Idaho
$7.75K +$8.6K +81 New
VWWMG
463
Vermillion & White Wealth Management Group
Pennsylvania
$6.79K +$7.53K +71 New
GWP
464
Gen-Wealth Partners
Michigan
$5.74K
NC
465
NewSquare Capital
Pennsylvania
$5.45K
HCP
466
Hexagon Capital Partners
Arkansas
$4.88K
AT
467
Arlington Trust
Alabama
$4.78K
LI
468
LRI Investments
Florida
$4.78K +$5.3K +50 New
BIA
469
Bell Investment Advisors
California
$3.83K
CFD
470
Creative Financial Designs
Indiana
$3.54K +$3.93K +37 New
GBT
471
Grove Bank & Trust
Florida
$3.44K
KWM
472
Kiker Wealth Management
Georgia
$3.44K +$3.82K +36 New
CPG
473
Cornerstone Planning Group
New Jersey
$3.4K +$3.29K +31 +443%
CTWM
474
Cherry Tree Wealth Management
Minnesota
$3.25K +$3.61K +34 New
KIM
475
Kestra Investment Management
Texas
$3.16K -$25.9K -244 -88%

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.