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Alliance Resource Partners
ARLP

Overview Fund Activity

167 hedge funds and large institutions have $551M invested in Alliance Resource Partners in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+9
Holders Change %
+5.7%
% of All Funds
2.24%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
26
Increased
50
Reduced
38
Closed
17
Calls
$53.9M
Puts
$16.9M
Net Calls
+$37M
Net Calls Change
-$1.72M

Top Buyers

1
Barclays
Barclays
United Kingdom
$16.6M
2
Morgan Stanley
Morgan Stanley
New York
$33.7M
3
Nomura Holdings
Nomura Holdings
Japan
$7.84M
4
Goldman Sachs
Goldman Sachs
New York
$15M
5
Citadel Advisors
Citadel Advisors
Florida
$6.25M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.73M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$0
3
Bank of America
Bank of America
North Carolina
$7.95M
4
MG
Magnolia Group
Nebraska
$67.8M
5
RIA
Recurrent Investment Advisors
Texas
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
101
ORBA Wealth Advisors
Illinois
$332K +$332K +12,696 New
CA
102
Clearstead Advisors
Ohio
$330K – – –
Jones Financial Companies
103
Jones Financial Companies
Missouri
$321K +$321K +12,570 New
MWM
104
Meridian Wealth Management
Kentucky
$318K +$82.1K +3,142 +35%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$315K +$10.1K +380 +3%
HR
106
Howe & Rusling
New York
$314K – – –
DA
107
Doliver Advisors
Texas
$314K – – –
AAS
108
Avantax Advisory Services
Texas
$311K +$34.2K +1,307 +12%
CA
109
Callahan Advisors
Texas
$308K -$57.5K -2,200 -16%
FFS
110
Founders Financial Securities
Maryland
$283K +$6.2K +237 +2%
CCA
111
Cobblestone Capital Advisors
New York
$282K – – –
AMIM
112
Aull & Monroe Investment Management
Alabama
$280K – – –
TCM
113
Traub Capital Management
Massachusetts
$272K +$272K +10,390 New
DWM
114
Dakota Wealth Management
Florida
$263K – – –
SB
115
Simmons Bank
Arkansas
$261K – – –
RFA
116
Resurgent Financial Advisors
Georgia
$261K – – –
LFG
117
Larson Financial Group
Missouri
$256K +$256K +9,803 New
Focus Partners Wealth
118
Focus Partners Wealth
Massachusetts
$238K – – –
SCM
119
SCS Capital Management
Massachusetts
$237K +$237K +9,052 New
Fayez Sarofim & Co
120
Fayez Sarofim & Co
Texas
$230K – – –
SOW
121
State of Wyoming
Wyoming
$223K +$171K +6,531 +323%
SMC
122
Smith, Moore & Co
Missouri
$218K – – –
IWC
123
Integrated Wealth Concepts
Massachusetts
$216K -$61K -2,334 -22%
VIA
124
Virtus Investment Advisers
Connecticut
$173K +$20K +764 +13%
BWL
125
Bogart Wealth LLC
Virginia
$127K – – –
3 4
5
6 7