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Alger 35 ETF

24 hedge funds and large institutions have $79.9M invested in Alger 35 ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 2

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

32% more capital invested

Capital invested by funds: $60.4M → $79.9M (+$19.5M)

14% more funds holding

Funds holding: 2124 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

22.68% less ownership

Funds ownership: 95.01%72.33% (-23%)

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
13
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCIA
1
Mountain Capital Investment Advisors
Colorado
$37.1M +$7.53M +214,661 +25%
FAM
2
Fred Alger Management
New York
$13.8M +$456 +13 +0%
LPL Financial
3
LPL Financial
California
$7.36M +$2.73M +77,813 +58%
Mariner
4
Mariner
Kansas
$3.41M +$181K +5,164 +6%
VIPI
5
Vista Investment Partners II
Indiana
$3.36M +$3.38M +96,369 New
CIC
6
Chilton Investment Company
Connecticut
$3.26M +$377K +10,746 +13%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.76M +$2.78M +79,227 New
CCM
8
CFO Capital Management
Connecticut
$2.04M +$2.05M +58,363 New
CRWM
9
Castle Rock Wealth Management
California
$1.34M +$104K +2,960 +8%
IWC
10
Integrated Wealth Concepts
Massachusetts
$1.16M +$919K +26,209 +373%
DC
11
Davenport & Co
Virginia
$889K +$44.8K +1,278 +5%
NA
12
NewEdge Advisors
Louisiana
$637K +$47.2K +1,344 +8%
AWM
13
Avior Wealth Management
Nebraska
$597K +$186K +5,288 +45%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$480K +$153K +4,365 +46%
OBWG
15
Onyx Bridge Wealth Group
New York
$329K +$331K +9,439 New
WAM
16
Worth Asset Management
Texas
$314K +$109K +3,097 +52%
FIA
17
Foundations Investment Advisors
Arizona
$310K +$312K +8,900 New
HI
18
Harbour Investments
Wisconsin
$298K +$291K +8,301 +3,459%
BHPW
19
Beverly Hills Private Wealth
California
$293K -$24K -685 -8%
GRP
20
Global Retirement Partners
California
$182K +$183K +5,223 New
AF
21
Advisornet Financial
Minnesota
$17.1K +$17.2K +490 New
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$12K -$7.33K -209 -37%
IA
23
IFP Advisors
Florida
$349
Morgan Stanley
24
Morgan Stanley
New York
$66
EH
25
Equitable Holdings
New York
-$634K -17,855 Closed

ATFV Hedge Fund Activity: Q4 2025 in Review

24 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Alger 35 ETF (ATFV) for Q4 2025, worth a combined $79.9M — up 32% from $60.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ATFV positions and 4 closed out — a net gain of 3 holders — while 13 added to existing stakes and 2 trimmed.

The largest buyer was Mountain Capital Investment Advisors, adding an estimated $7.53M. The largest seller was Equitable Holdings, exiting entirely with an estimated $634K sold.

  • 24 institutional investors held Alger 35 ETF (ATFV) as of Q4 2025, up from 21 in Q3 2025.
  • Funds reported $79.9M of Alger 35 ETF stock for Q4 2025, up 32% quarter-over-quarter.
  • 7 funds opened new Alger 35 ETF positions in Q4 2025 and 4 closed out, a net change of +3 holders.
  • The largest Alger 35 ETF buyer in Q4 2025 was Mountain Capital Investment Advisors, an estimated $7.53M added.
  • The largest Alger 35 ETF seller in Q4 2025 was Equitable Holdings, an estimated $634K sold.

Based on aggregated 13F filings for Q4 2025.