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Alta Equipment Group

125 hedge funds and large institutions have $102M invested in Alta Equipment Group in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more call options, than puts

Call options by funds: $670K | Put options by funds: $108K

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

21% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 39

13% more capital invested

Capital invested by funds: $90.2M → $102M (+$11.8M)

9% more funds holding

Funds holding: 115125 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.94% less ownership

Funds ownership: 60.8%58.86% (-1.9%)

Holders
125
Holders Change
+10
Holders Change %
+8.7%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
47
Reduced
39
Closed
12
Calls
$670K
Puts
$108K
Net Calls
+$562K
Net Calls Change
+$657K
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
101
Parkside Financial Bank & Trust
Missouri
$3.93K +$743 +117 +19%
SCM
102
Sterling Capital Management
North Carolina
$3.01K -$2.53K -398 -42%
Jones Financial Companies
103
Jones Financial Companies
Missouri
$2.84K +$3.5K +552 New
FFA
104
Farther Finance Advisors
California
$2.72K +$178 +28 +6%
GI
105
GAMMA Investing
California
$2.72K +$1.57K +247 +95%
EWA
106
EverSource Wealth Advisors
Alabama
$1.95K +$1.1K +173 +91%
HI
107
Harbour Investments
Wisconsin
$1.75K +$19 +3 +0.9%
MCM
108
MAI Capital Management
Ohio
$1.1K +$1.3K +205 New
Optiver Holding
109
Optiver Holding
Netherlands
$1.07K -$1.12K -176 -47%
UBS AM
110
UBS AM
Illinois
$870 +$1.03K +162 New
AF
111
Allworth Financial
California
$822 +$851 +134 +705%
SPIA
112
Steward Partners Investment Advisory
New York
$779
CFM
113
Cornerstone Financial Management
Massachusetts
$639
RWM
114
Rialto Wealth Management
New York
$564
EP
115
Essential Partners
California
$542 +$197 +31 +44%
RIL
116
Rothschild Investment LLC
Illinois
$430 +$127 +20 +33%
Deutsche Bank
117
Deutsche Bank
Germany
$360 -$124K -19,543 -100%
TWD
118
True Wealth Design
Ohio
$231 +$165 +26 +153%
RFP
119
Root Financial Partners
California
$226 +$267 +42 New
CA
120
Clearstead Advisors
Ohio
$164
IA
121
IFP Advisors
Florida
$113
AssetMark Inc
122
AssetMark Inc
California
$107 +$127 +20 New
SS
123
Sunbelt Securities
Texas
$97 +$89 +14 +350%
WPA
124
Wealth Preservation Advisors
Tennessee
$86 +$102 +16 New
CIAM
125
Caitong International Asset Management
Hong Kong
$5 +$6 +1 New