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Alta Equipment Group

115 hedge funds and large institutions have $90.2M invested in Alta Equipment Group in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 40

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.34% less ownership

Funds ownership: 64.14%60.8% (-3.3%)

13% less funds holding

Funds holding: 132115 (-17)

39% less call options, than puts

Call options by funds: $150K | Put options by funds: $245K

39% less capital invested

Capital invested by funds: $149M → $90.2M (-$58.6M)

52% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 23

Holders
115
Holders Change
-17
Holders Change %
-12.88%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
44
Reduced
40
Closed
23
Calls
$150K
Puts
$245K
Net Calls
-$95K
Net Calls Change
-$351K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$563K -$1.92M -349,846 -74%
American Century Companies
27
American Century Companies
Missouri
$476K -$285K -51,914 -33%
SO
28
STRS Ohio
Ohio
$470K +$139K +25,300 +33%
Tudor Investment Corp
29
Tudor Investment Corp
Connecticut
$464K +$59.1K +10,768 +12%
RCG
30
Rock Creek Group
District of Columbia
$460K
MIM
31
Meixler Investment Management
Arizona
$426K +$113K +20,525 +28%
PA
32
PharVision Advisers
Florida
$416K +$410K +74,615 +472%
QCM
33
Quantinno Capital Management
New York
$410K +$112K +20,309 +30%
AQR Capital Management
34
AQR Capital Management
Connecticut
$375K +$355K +64,611 +382%
Millennium Management
35
Millennium Management
New York
$352K +$131K +23,926 +45%
JP Morgan Chase
36
JP Morgan Chase
New York
$310K -$725K -132,080 -66%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$306K +$302K +55,039 +479%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$301K -$375K -68,219 -51%
Bank of America
39
Bank of America
North Carolina
$288K -$798K -145,335 -70%
Charles Schwab
40
Charles Schwab
California
$280K
DLP
41
De Lisle Partners
United Kingdom
$272K -$187K -34,030 -36%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$258K +$144K +26,161 +88%
Invesco
43
Invesco
Georgia
$255K -$28.6K -5,211 -9%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$251K +$11.6K +2,112 +4%
NA
45
NewEdge Advisors
Louisiana
$242K -$41.5K -7,563 -13%
JF
46
Jump Financial
Illinois
$239K +$43.1K +7,853 +18%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$236K -$891K -162,258 -76%
Los Angeles Capital Management
48
Los Angeles Capital Management
California
$215K +$3.25K +591 +2%
WAM
49
Wolverine Asset Management
Illinois
$208K
BCM
50
Bridgeway Capital Management
Texas
$181K