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Alta Equipment Group

101 hedge funds and large institutions have $134M invested in Alta Equipment Group in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

755% more call options, than puts

Call options by funds: $881K | Put options by funds: $103K

30% more capital invested

Capital invested by funds: $103M → $134M (+$31.2M)

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

2% more funds holding

Funds holding: 99101 (+2)

2.89% less ownership

Funds ownership: 66.85%63.97% (-2.9%)

11% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 37

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
33
Reduced
37
Closed
14
Calls
$881K
Puts
$103K
Net Calls
+$778K
Net Calls Change
+$680K
Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
1
Mill Road Capital Management
Connecticut
$27.1M
VC
2
Voss Capital
Texas
$18.7M -$105K -20,716 -0.7%
BlackRock
3
BlackRock
New York
$10.6M -$1.58M -312,116 -16%
GRIM
4
Greenhaven Road Investment Management
Connecticut
$8.6M -$2.2M -433,888 -24%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.16M -$699K -138,050 -10%
NCM
6
Nantahala Capital Management
Connecticut
$6.59M
CM
7
CastleKnight Management
New York
$5.07M +$1.16M +229,516 +40%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$5.01M +$559K +110,444 +16%
CIBC Private Wealth Group
9
CIBC Private Wealth Group
Georgia
$4.81M
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$4.03M -$48.8K -9,640 -1%
RA
11
Royce & Associates
New York
$3.19M +$564K +111,468 +28%
State Street
12
State Street
Massachusetts
$3.18M +$6.39K +1,262 +0.3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$3.02M -$350K -69,183 -13%
GCP
14
GSA Capital Partners
United Kingdom
$1.79M -$375K -74,199 -21%
CFG
15
Citizens Financial Group
Rhode Island
$1.45M +$693K +137,000 +147%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.42M -$50.1K -9,905 -4%
American Century Companies
17
American Century Companies
Missouri
$1.42M -$267K -52,829 -19%
RFA
18
Register Financial Advisors
Georgia
$1.35M -$8.77K -1,732 -0.8%
ADEF
19
ABS Direct Equity Fund
Connecticut
$1.26M
Northern Trust
20
Northern Trust
Illinois
$1.11M -$196K -38,662 -18%
Morgan Stanley
21
Morgan Stanley
New York
$1.1M +$147K +28,977 +20%
UBS Group
22
UBS Group
Switzerland
$1.08M -$81.5K -16,110 -9%
Bank of America
23
Bank of America
North Carolina
$1.08M +$33.9K +6,698 +4%
Millennium Management
24
Millennium Management
New York
$1.05M +$86K +16,997 +11%
Goldman Sachs
25
Goldman Sachs
New York
$732K -$150K -29,601 -20%

ALTG Hedge Fund Activity: Q2 2025 in Review

101 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q2 2025, worth a combined $134M — up 30% from $103M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ALTG positions and 14 closed out — a net gain of 2 holders — while 33 added to existing stakes and 37 trimmed.

The largest buyer was CastleKnight Management, adding an estimated $1.16M. The largest seller was Greenhaven Road Investment Management, cutting an estimated $2.2M.

  • 101 institutional investors held Alta Equipment Group (ALTG) as of Q2 2025, up from 99 in Q1 2025.
  • Funds reported $134M of Alta Equipment Group stock for Q2 2025, up 30% quarter-over-quarter.
  • 16 funds opened new Alta Equipment Group positions in Q2 2025 and 14 closed out, a net change of +2 holders.
  • The largest Alta Equipment Group buyer in Q2 2025 was CastleKnight Management, an estimated $1.16M added.
  • The largest Alta Equipment Group seller in Q2 2025 was Greenhaven Road Investment Management, an estimated $2.2M sold.

Based on aggregated 13F filings for Q2 2025.