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Alliance Resource Partners

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: 163159 (-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: 76 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
126
Nova Wealth Management
Florida
$56.1K
SOW
127
State of Wyoming
Wyoming
$55.1K -$52.5K -1,966 -49%
CSC
128
Cove Street Capital
California
$54.6K
CIBC Private Wealth Group
129
CIBC Private Wealth Group
Georgia
$51.7K +$53.4K +2,000 New
FMP
130
Financial Management Professionals
Texas
$48.4K
CM
131
Caption Management
Oklahoma
$45.4K -$155K -5,802 -78%
BCMLT
132
Beacon Capital Management LLC (Tennessee)
Tennessee
$41.5K +$508 +19 +1%
GWM
133
Geneos Wealth Management
Colorado
$37.1K +$18.2K +680 +100%
WPA
134
Wealth Preservation Advisors
Tennessee
$36.1K +$35.4K +1,325 New
POIA
135
Pin Oak Investment Advisors
Texas
$33K
SW
136
SVB Wealth
Massachusetts
$31.9K +$31.3K +1,171 New
MA
137
MCF Advisors
Kentucky
$27.3K
OPTFSNA
138
Old Point Trust & Financial Services N A
Virginia
$27.3K
BTI
139
Blue Trust Inc
Georgia
$26.4K +$668 +25 +3%
FFA
140
Farther Finance Advisors
California
$26.1K +$19.7K +739 +321%
CA
141
Continuum Advisory
Idaho
$26.1K -$3.02K -113 -11%
EWA
142
EverSource Wealth Advisors
Alabama
$24.8K +$641 +24 +3%
PA
143
Parallel Advisors
California
$24.2K +$1.12K +42 +5%
NA
144
NewEdge Advisors
Louisiana
$17.9K +$160 +6 +0.9%
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$17.7K +$14.6K +548 +548%
CA
146
Crewe Advisors
Utah
$14.5K
FDCDDQ
147
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.9K
SIS
148
Sound Income Strategies
Florida
$10.9K
IWM
149
Inlight Wealth Management
Georgia
$10.9K +$10.7K +400 New
HNB
150
Huntington National Bank
Ohio
$8.21K

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.