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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
MRCM
1
Mill Road Capital Management
Connecticut
$20.1M +$148K +23,700 +0.6%
VC
2
Voss Capital
Texas
$14M +$411K +65,816 +2%
BlackRock
3
BlackRock
New York
$9.35M -$271K -43,431 -2%
GRIM
4
Greenhaven Road Investment Management
Connecticut
$8.42M -$6.05K -970 -0.1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.7M -$140K -22,506 -2%
NCM
6
Nantahala Capital Management
Connecticut
$4.89M +$1.23M +197,654 +23%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$3.2M +$1.78M +285,804 +72%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$3.04M +$243K +38,877 +6%
CIBC Private Wealth Group
9
CIBC Private Wealth Group
Georgia
$3.01M +$1.22M +195,413 +35%
CM
10
CastleKnight Management
New York
$2.69M +$202K +32,417 +6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.57M +$30.9K +4,959 +0.9%
State Street
12
State Street
Massachusetts
$2.35M +$32.6K +5,226 +1%
RA
13
Royce & Associates
New York
$1.84M +$799K +128,000 +48%
GCP
14
GSA Capital Partners
United Kingdom
$1.68M +$1.11M +177,685 +98%
American Century Companies
15
American Century Companies
Missouri
$1.31M -$45.1K -7,222 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.1M -$21.6K -3,459 -1%
RFA
17
Register Financial Advisors
Georgia
$1.01M -$44.7K -7,165 -3%
Northern Trust
18
Northern Trust
Illinois
$1.01M -$98.6K -15,797 -7%
ADEF
19
ABS Direct Equity Fund
Connecticut
$938K -$57.4K -9,200 -4%
UBS Group
20
UBS Group
Switzerland
$876K +$189K +30,323 +19%
AR
21
Advisory Research
Illinois
$862K -$16.4K -2,636 -1%
N
22
Nuveen
North Carolina
$813K -$28.7K -4,593 -7%
Bank of America
23
Bank of America
North Carolina
$767K -$152K -24,350 -13%
Millennium Management
24
Millennium Management
New York
$697K +$33.1K +5,312 +4%
Goldman Sachs
25
Goldman Sachs
New York
$682K -$102K -16,369 -10%

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.