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Alliance Resource Partners
ARLP

159 hedge funds and large institutions have $623M invested in Alliance Resource Partners in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 29 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $55.3M | Put options by funds: $16.6M

107% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 29

0.98% less ownership

Funds ownership: 18.77% → 17.79% (-0.98%)

1% less capital invested

Capital invested by funds: $632M → $623M (-$8.62M)

2% less funds holding

Funds holding: 163 → 159 (-4)

11% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 27

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
159
Holders Change
-4
Holders Change %
-2.45%
% of All Funds
2.13%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
24
Increased
60
Reduced
29
Closed
27
Calls
$55.3M
Puts
$16.6M
Net Calls
+$38.7M
Net Calls Change
+$22.2M

Top Buyers

Rank Fund Capital Flow
1
MOS
MGO One Seven
Ohio
+$6.09M
2
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
+$5.63M
3
RIA
Recurrent Investment Advisors
Texas
+$4.51M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.05M
5
JHCP
Jackson Hole Capital Partners
Oklahoma
+$3.79M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$19.3M
2
JP Morgan Chase
JP Morgan Chase
New York
-$19M
3
Goldman Sachs
Goldman Sachs
New York
-$7.38M
4
MG
Magnolia Group
Nebraska
-$4.45M
5
Morgan Stanley
Morgan Stanley
New York
-$3.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
101
Founders Financial Securities
Maryland
$290K +$6.06K +227 +2%
IWC
102
Integrated Wealth Concepts
Massachusetts
$289K +$3.87K +145 +1%
AAS
103
Avantax Advisory Services
Texas
$289K +$7.4K +277 +3%
DWM
104
Dakota Wealth Management
Florida
$274K – – –
RFA
105
Resurgent Financial Advisors
Georgia
$273K – – –
SB
106
Simmons Bank
Arkansas
$273K – – –
IC
107
Inscription Capital
Texas
$262K +$349K +13,052 New
Focus Partners Wealth
108
Focus Partners Wealth
Massachusetts
$249K -$7.08K -265 -3%
MWM
109
Meridian Wealth Management
Kentucky
$246K +$36.4K +1,361 +18%
MIM
110
MTM Investment Management
South Carolina
$243K +$241K +9,038 New
Fayez Sarofim & Co
111
Fayez Sarofim & Co
Texas
$240K – – –
TBC
112
Tweedy, Browne Co
Connecticut
$239K +$234K +8,755 New
IAA
113
Independent Advisor Alliance
North Carolina
$228K +$223K +8,362 New
SMC
114
Smith, Moore & Co
Missouri
$228K -$2.67K -100 -1%
MA
115
MONECO Advisors
Connecticut
$209K – – –
Bank of New York Mellon
116
Bank of New York Mellon
New York
$205K +$201K +7,509 New
MGIA
117
Moneta Group Investment Advisors
Missouri
$204K +$199K +7,462 New
VIA
118
Virtus Investment Advisers
Connecticut
$159K +$156K +5,837 New
BWL
119
Bogart Wealth LLC
Virginia
$132K – – –
HBT
120
Hills Bank & Trust
Iowa
$124K +$121K +4,538 New
IA
121
IFP Advisors
Florida
$122K – – –
PP
122
PFS Partners
New Jersey
$122K +$3.07K +115 +3%
FUBT
123
First United Bank & Trust
Maryland
$93.7K +$91.8K +3,436 New
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$81.9K – – –
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$80.8K -$137K -5,136 -63%
3 4
5
6 7

ARLP Hedge Fund Activity: Q1 2025 in Review

159 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q1 2025, worth a combined $623M — down 1.4% from $632M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of ARLP and 24 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 60 added.

The largest buyer was MGO One Seven, opening a new position worth an estimated $6.09M. The largest seller was Bank of America, cutting an estimated $19.3M.

  • 159 institutional investors held Alliance Resource Partners (ARLP) as of Q1 2025, down from 163 in Q4 2024.
  • Funds reported $623M of Alliance Resource Partners stock for Q1 2025, down 1.4% quarter-over-quarter.
  • 24 funds opened new Alliance Resource Partners positions in Q1 2025 and 27 closed out, a net change of -3 holders.
  • The largest Alliance Resource Partners buyer in Q1 2025 was MGO One Seven, an estimated $6.09M added.
  • The largest Alliance Resource Partners seller in Q1 2025 was Bank of America, an estimated $19.3M sold.

Based on aggregated 13F filings for Q1 2025.