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Alliance Resource Partners
ARLP

168 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, 51 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $53.9M | Put options by funds: $16.9M

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

34% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 38

6% more funds holding

Funds holding: 159 → 168 (+9)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

1.38% less ownership

Funds ownership: 17.79% → 16.41% (-1.4%)

12% less capital invested

Capital invested by funds: $623M → $551M (-$72.3M)

Holders
168
Holders Change
+9
Holders Change %
+5.66%
% of All Funds
2.21%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
26
Increased
51
Reduced
38
Closed
17
Calls
$53.9M
Puts
$16.9M
Net Calls
+$37M
Net Calls Change
-$1.72M

Top Buyers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
+$16.7M
2
Morgan Stanley
Morgan Stanley
New York
+$10.8M
3
Nomura Holdings
Nomura Holdings
Japan
+$7.88M
4
Goldman Sachs
Goldman Sachs
New York
+$6.02M
5
Citadel Advisors
Citadel Advisors
Florida
+$5.21M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$24.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$22.5M
3
Bank of America
Bank of America
North Carolina
-$22.4M
4
MG
Magnolia Group
Nebraska
-$17.7M
5
RIA
Recurrent Investment Advisors
Texas
-$17.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
101
HUB Investment Partners
Texas
$342K +$13.1K +499 +4%
OWA
102
ORBA Wealth Advisors
Illinois
$332K +$334K +12,696 New
CA
103
Clearstead Advisors
Ohio
$330K – – –
Jones Financial Companies
104
Jones Financial Companies
Missouri
$321K +$330K +12,570 New
MWM
105
Meridian Wealth Management
Kentucky
$318K +$82.5K +3,142 +35%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$315K +$9.98K +380 +3%
DA
107
Doliver Advisors
Texas
$314K – – –
HR
108
Howe & Rusling
New York
$314K – – –
AAS
109
Avantax Advisory Services
Texas
$311K +$34.3K +1,307 +12%
CA
110
Callahan Advisors
Texas
$308K -$57.8K -2,200 -16%
FFS
111
Founders Financial Securities
Maryland
$283K +$6.23K +237 +2%
CCA
112
Cobblestone Capital Advisors
New York
$282K – – –
AMIM
113
Aull & Monroe Investment Management
Alabama
$280K – – –
TCM
114
Traub Capital Management
Massachusetts
$272K +$273K +10,390 New
DWM
115
Dakota Wealth Management
Florida
$263K – – –
RFA
116
Resurgent Financial Advisors
Georgia
$261K – – –
SB
117
Simmons Bank
Arkansas
$261K – – –
LFG
118
Larson Financial Group
Missouri
$256K +$258K +9,803 New
Focus Partners Wealth
119
Focus Partners Wealth
Massachusetts
$238K – – –
SCM
120
SCS Capital Management
Massachusetts
$237K +$238K +9,052 New
Fayez Sarofim & Co
121
Fayez Sarofim & Co
Texas
$230K – – –
SOW
122
State of Wyoming
Wyoming
$223K +$172K +6,531 +323%
SMC
123
Smith, Moore & Co
Missouri
$218K – – –
IWC
124
Integrated Wealth Concepts
Massachusetts
$216K -$61.3K -2,334 -22%
VIA
125
Virtus Investment Advisers
Connecticut
$173K +$20.1K +764 +13%
3 4
5
6 7

ARLP Hedge Fund Activity: Q2 2025 in Review

168 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q2 2025, worth a combined $551M — down 12% from $623M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ARLP positions and 17 closed out — a net gain of 9 holders — while 51 added to existing stakes and 38 trimmed.

The largest buyer was Barclays, opening a new position worth an estimated $16.7M. The largest seller was JP Morgan Chase, cutting an estimated $24.3M.

  • 168 institutional investors held Alliance Resource Partners (ARLP) as of Q2 2025, up from 159 in Q1 2025.
  • Funds reported $551M of Alliance Resource Partners stock for Q2 2025, down 12% quarter-over-quarter.
  • 26 funds opened new Alliance Resource Partners positions in Q2 2025 and 17 closed out, a net change of +9 holders.
  • The largest Alliance Resource Partners buyer in Q2 2025 was Barclays, an estimated $16.7M added.
  • The largest Alliance Resource Partners seller in Q2 2025 was JP Morgan Chase, an estimated $24.3M sold.

Based on aggregated 13F filings for Q2 2025.