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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
AW
476
Avion Wealth
Texas
$3K
CAL
477
Capital Analysts LLC
Pennsylvania
$3K
CT
478
Colonial Trust
South Carolina
$2.94K -$5.62K -53 -63%
RTL
479
Red Tortoise LLC
Georgia
$2.58K
HIMS
480
Hager Investment Management Services
New Hampshire
$2.1K +$2.33K +22 New
HT
481
Headlands Technologies
Illinois
$2.01K -$6.26K -59 -74%
FGAM
482
Financial Gravity Asset Management
Texas
$2.01K +$2.23K +21 New
SIC
483
SJS Investment Consulting
Ohio
$1.91K -$42.4K -400 -95%
DPW
484
DiNuzzo Private Wealth
Pennsylvania
$1.82K -$106 -1 -5%
AAG
485
Accordant Advisory Group
Maryland
$1.82K +$2.02K +19 New
MAS
486
MPWM Advisory Solutions
Georgia
$1.53K
CFB
487
Cullen/Frost Bankers
Texas
$1.15K -$4.35K -41 -77%
PCIA
488
Prime Capital Investment Advisors
Kansas
$1.15K
LWANC
489
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.05K
S
490
Sachetta
Massachusetts
$1.05K
PMAM
491
Picton Mahoney Asset Management
Ontario, Canada
$1K
GFPC
492
Global Financial Private Client
Florida
$957 +$424 +4 +67%
BWL
493
Bogart Wealth LLC
Virginia
$861 +$955 +9 New
RIL
494
Rothschild Investment LLC
Illinois
$670 +$531 +5 +250%
HFS
495
Hughes Financial Services
Virginia
$584 +$637 +6 New
WCM
496
WealthTrak Capital Management
Virginia
$479
RWM
497
Rialto Wealth Management
New York
$479 +$531 +5 New
RS
498
Rakuten Securities
Japan
$383 -$955 -9 -69%
HWP
499
Highline Wealth Partners
California
$383 +$424 +4 New
LFG
500
Larson Financial Group
Missouri
$383 +$424 +4 New

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.