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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
Nisa Investment Advisors
101
Nisa Investment Advisors
Missouri
$2.13K
Optiver Holding
102
Optiver Holding
Netherlands
$1.73K
HI
103
Harbour Investments
Wisconsin
$1.48K +$1.77K +322 New
GI
104
GAMMA Investing
California
$1.19K -$7.97K -1,451 -85%
EWA
105
EverSource Wealth Advisors
Alabama
$874 +$352 +64 +51%
SPIA
106
Steward Partners Investment Advisory
New York
$667 -$29.6K -5,386 -97%
CFM
107
Cornerstone Financial Management
Massachusetts
$547 +$654 +119 New
RWM
108
Rialto Wealth Management
New York
$483
EP
109
Essential Partners
California
$322 +$126 +23 +49%
RIL
110
Rothschild Investment LLC
Illinois
$276
CA
111
Clearstead Advisors
Ohio
$140 +$165 +30 New
IA
112
IFP Advisors
Florida
$97 +$33 +6 +40%
AF
113
Allworth Financial
California
$88 +$55 +10 +111%
TWD
114
True Wealth Design
Ohio
$79
SS
115
Sunbelt Securities
Texas
$18 +$22 +4 New
Marshall Wace
116
Marshall Wace
United Kingdom
-$544K -75,115 Closed
Walleye Capital
117
Walleye Capital
New York
-$514K -71,059 Closed
OAM
118
Oxford Asset Management
United Kingdom
-$330K -45,633 Closed
B
119
Bailard
California
-$265K -36,604 Closed
IIM
120
Ironwood Investment Management
Massachusetts
-$248K -34,255 Closed
GCM
121
Graham Capital Management
Connecticut
-$217K -29,923 Closed
VCM
122
Voleon Capital Management
California
-$187K -25,897 Closed
BIG
123
Brooklyn Investment Group
New York
-$126K -20,129 Closed
DTL
124
Dynamic Technology Lab
Singapore
-$125K -17,296 Closed
Verition Fund Management
125
Verition Fund Management
Connecticut
-$118K -16,273 Closed