Aldel Financial II Inc. (ALDF) Institutional Ownership

Ownership Summary

Aldel Financial II Inc. (NASDAQ:ALDF) is held by 46 institutional investors per 13F filings through June 2025.

• Collectively, these holders controlled 54.8% of Aldel Financial's outstanding shares in June 2025, up from 45.7% in December 2024.
• Their total shares held in ALDF increased 28.82% from the prior quarter, while the number of investors in Aldel Financial stayed flat year over year.
• Of these 46 funds, 22 grew their exposure to Aldel Financial, 10 cut back, and 14 maintained positions.
• In total, institutional investors held 22.67Mn shares in Aldel Financial as of June 2025, up by 5.07Mn shares quarter on quarter, and with no net change year over year.
• As of June 30, 2025, Harraden Circle Investments, LLC held the largest stake in Aldel Financial with 2.35Mn shares, accounting for 5.68% of total shares outstanding.
• The most significant purchases of ALDF for the quarter ending June 2025 came from O'Connor Alternative Investments LLC (100.0K), BNP PARIBAS FINANCIAL MARKETS (93.46K), SONA ASSET MANAGEMENT (US) LLC (55.97K), Berkley W R Corp (49.71K), MIZUHO SECURITIES USA LLC (35.0K).
• The largest sellers of Aldel Financial for the quarter ending June 2025 were Goldman Sachs Group Inc (605.31K), UBS Group AG (294.68K), Alberta Investment Management Corp (250.58K), AQR Arbitrage LLC (101.44K), COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS (50.0K).
• Aldel Financial's 10 largest shareholders as of June 2025 include Harraden Circle Investments, LLC (2.35Mn), Magnetar Financial LLC (1.9Mn), AQR Arbitrage LLC (1.51Mn), LMR Partners LLP (1.2Mn), Westchester Capital Management, LLC (1.16Mn), Hudson Bay Capital Management LP (1.1Mn), LINDEN ADVISORS LP (950.0K), Ghisallo Capital Management LLC (900.0K), D. E. Shaw & Co., Inc. (880.06K), METEORA CAPITAL, LLC (776.95K) per Business Quant data.