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Alta Equipment Group

99 hedge funds and large institutions have $103M invested in Alta Equipment Group in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $574K | Put options by funds: $476K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.04% less ownership

Funds ownership: 67.89%66.85% (-1%)

4% less funds holding

Funds holding: 10399 (-4)

15% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 39

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

30% less capital invested

Capital invested by funds: $148M → $103M (-$44.7M)

Holders
99
Holders Change
-4
Holders Change %
-3.88%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
33
Reduced
39
Closed
17
Calls
$574K
Puts
$476K
Net Calls
+$98K
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$17K -$3.11K -499 -12%
Acadian Asset Management
77
Acadian Asset Management
Massachusetts
$17K +$23.1K +3,708 New
BG
78
Bollard Group
Massachusetts
$14K +$200 +32 +1%
Legal & General Group
79
Legal & General Group
United Kingdom
$14K
CCM
80
Coldstream Capital Management
Washington
$12.5K +$16.6K +2,658 New
Fidelity Investments
81
Fidelity Investments
Massachusetts
$10.9K +$7.39K +1,185 +104%
AIP
82
Ameritas Investment Partners
Nebraska
$10.8K
SSG
83
Summit Securities Group
New York
$9.38K +$12.5K +2,000 New
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$9.11K
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$6K -$6.19K -992 -42%
BIG
86
Brooklyn Investment Group
New York
$5.38K +$7.16K +1,148 New
GI
87
GAMMA Investing
California
$4.3K +$4.49K +720 +367%
AB
88
Amalgamated Bank
New York
$4K
FFA
89
Farther Finance Advisors
California
$1.92K +$2.63K +421 New
CIAM
90
Caitong International Asset Management
Hong Kong
$1.44K +$1.92K +307 New
NA
91
NewEdge Advisors
Louisiana
$1.38K -$3.23K -518 -64%
SAM
92
Smartleaf Asset Management
Massachusetts
$1.17K -$11.1K -1,774 -87%
TWD
93
True Wealth Design
Ohio
$906 -$668 -107 -36%
RWM
94
Rialto Wealth Management
New York
$460 +$611 +98 New
RIL
95
Rothschild Investment LLC
Illinois
$446 +$374 +60 +171%
SC
96
Stephens Consulting
Michigan
$376 +$499 +80 New
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$155
SCM
98
Sterling Capital Management
North Carolina
$131
EWA
99
EverSource Wealth Advisors
Alabama
$28 -$431 -69 -92%
PCM
100
Portolan Capital Management
Massachusetts
-$5.56M -850,309 Closed

ALTG Hedge Fund Activity: Q1 2025 in Review

99 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q1 2025, worth a combined $103M — down 30% from $148M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of ALTG and 13 opened new positions — a net loss of 4 holders — while 39 trimmed existing stakes and 33 added.

The largest buyer was First Eagle Investment Management, adding an estimated $1.78M. The largest seller was Portolan Capital Management, exiting entirely with an estimated $5.56M sold.

  • 99 institutional investors held Alta Equipment Group (ALTG) as of Q1 2025, down from 103 in Q4 2024.
  • Funds reported $103M of Alta Equipment Group stock for Q1 2025, down 30% quarter-over-quarter.
  • 13 funds opened new Alta Equipment Group positions in Q1 2025 and 17 closed out, a net change of -4 holders.
  • The largest Alta Equipment Group buyer in Q1 2025 was First Eagle Investment Management, an estimated $1.78M added.
  • The largest Alta Equipment Group seller in Q1 2025 was Portolan Capital Management, an estimated $5.56M sold.

Based on aggregated 13F filings for Q1 2025.