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Allison Transmission

552 hedge funds and large institutions have $9.84B invested in Allison Transmission in 2026 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 180 increasing their positions, 197 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 57

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

20% more capital invested

Capital invested by funds: $8.2B → $9.84B (+$1.64B)

15% more call options, than puts

Call options by funds: $6.75M | Put options by funds: $5.87M

5% more funds holding

Funds holding: 524552 (+28)

0.34% more ownership

Funds ownership: 100.88%101.21% (+0.34%)

9% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 197

Holders
552
Holders Change
+28
Holders Change %
+5.34%
% of All Funds
6.8%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
96
Increased
180
Reduced
197
Closed
57
Calls
$6.75M
Puts
$5.87M
Net Calls
+$889K
Net Calls Change
+$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
KFAS
501
Keating Financial Advisory Services
Kansas
$8.43K +$1.93K +17 +31%
FFO
502
Fortitude Family Office
Arizona
$6.2K +$3.75K +33 +165%
AT
503
Arlington Trust
Alabama
$5.85K
W
504
WealthCollab
Washington
$5.85K
PWPS
505
Pinnacle Wealth Planning Services
Ohio
$5.5K +$1.59K +14 +42%
APW
506
Aventura Private Wealth
Florida
$5.5K +$5.34K +47 New
ZBNA
507
Zions Bancorporation, National Association
Utah
$4.68K +$4.54K +40 New
RWS
508
Retirement Wealth Solutions
Wisconsin
$4.45K
CFD
509
Creative Financial Designs
Indiana
$4.33K
NWMP
510
Noble Wealth Management PBC
Colorado
$4.21K
CTWM
511
Cherry Tree Wealth Management
Minnesota
$3.98K
MB
512
MidFirst Bank
Oklahoma
$3.86K +$3.75K +33 New
BIA
513
Bell Investment Advisors
California
$3.51K
SEP
514
Signature Equity Partners
Ohio
$3.2K -$5.57K -49 -64%
RTL
515
Red Tortoise LLC
Georgia
$3.16K
S
516
Sachetta
Massachusetts
$3.04K
AW
517
Avion Wealth
Texas
$3K
JWM
518
JPL Wealth Management
Colorado
$2.81K +$2.73K +24 New
PUI
519
Purpose Unlimited Inc
$2.69K -$5.57K -49 -68%
BBHC
520
Brown Brothers Harriman & Co
New York
$2.34K +$2.27K +20 New
DPW
521
DiNuzzo Private Wealth
Pennsylvania
$2.23K
RWM
522
Rialto Wealth Management
New York
$2.11K +$1.14K +10 +125%
FPF
523
First Pacific Financial
Washington
$2.11K +$2.04K +18 New
BWL
524
Bogart Wealth LLC
Virginia
$2.11K +$341 +3 +20%
IWS
525
Intentional Wealth Strategies
Colorado
$2.11K +$2.04K +18 New