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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
MRCM
1
Mill Road Capital Management
Connecticut
$19.7M
VC
2
Voss Capital
Texas
$13M -$343K -62,360 -2%
BlackRock
3
BlackRock
New York
$7.55M +$68.2K +12,415 +0.8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.12M +$49.2K +8,952 +0.7%
NCM
5
Nantahala Capital Management
Connecticut
$4.3M
CM
6
CastleKnight Management
New York
$4M +$489K +89,068 +11%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$3.52M -$98.9K -18,000 -2%
RA
8
Royce & Associates
New York
$2.53M +$21.9K +3,991 +0.7%
State Street
9
State Street
Massachusetts
$2.43M +$10K +1,826 +0.3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$2.38M -$216K -39,386 -7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.12M -$98.7K -17,963 -4%
Jane Street
12
Jane Street
New York
$1.32M +$308K +56,112 +24%
GCP
13
GSA Capital Partners
United Kingdom
$1.3M +$359K +65,269 +30%
CFG
14
Citizens Financial Group
Rhode Island
$1.03M +$38.5K +7,000 +3%
ADEF
15
ABS Direct Equity Fund
Connecticut
$851K +$54.9K +10,000 +6%
RC
16
RBF Capital
California
$828K +$257K +46,807 +35%
Morgan Stanley
17
Morgan Stanley
New York
$805K -$493K -89,748 -34%
Northern Trust
18
Northern Trust
Illinois
$699K -$75.1K -13,678 -8%
Point72 Asset Management
19
Point72 Asset Management
Connecticut
$675K +$806K +146,771 New
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$625K +$241K +43,859 +48%
Goldman Sachs
21
Goldman Sachs
New York
$604K +$90.8K +16,523 +14%
Citadel Advisors
22
Citadel Advisors
Florida
$586K -$91.5K -16,661 -12%
RFA
23
Register Financial Advisors
Georgia
$580K -$298K -54,259 -30%
Squarepoint
24
Squarepoint
New York
$565K +$580K +105,587 +613%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$564K +$136K +24,692 +25%