Aldel Financial ALDF Institutional Ownership

NASDAQ ALDF

$10.83 +0.02 (+0.19%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

51 Institutions

Increased 10 19.6%

Unchanged 28 54.9%

Reduced 13 25.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

61.04%

▼-37.62 pp QoQ

Shares Held by Institutions

22.42Mn

of 36.74Mn outstanding

▼-0.91% QoQ

Shares Outstanding

36.74Mn

14.31Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+1 vs prior quarter

Net Shares Added (QoQ)

-206.38K

distributed since last quarter

Value of Holdings

$242.85Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Aldel Financial II Inc. (NASDAQ:ALDF) has 51 institutional investors with active 13F positions as of June 2026.

These investors collectively held 61.0% of Aldel Financial's outstanding shares in June 2026, down from 98.7% in March 2026.
They decreased total shares held in Aldel Financial by -0.91% from last quarter, and the number of investors in ALDF increased 10.87% annually.
During the quarter, 10 of these 51 funds increased positions in ALDF, 13 reduced exposure, and 28 held steady.
Combined, these investors held 22.42Mn shares in ALDF for June 2026, down by 206.38K shares quarter on quarter, and up 1.46Mn shares year over year.
As of June 30, 2026, the biggest holder of Aldel Financial is Harraden Circle Investments, LLC at 2.35Mn shares, representing 6.4% of shares outstanding.
The biggest buyers of Aldel Financial for the quarter ending June 2026 included HIGHBRIDGE CAPITAL MANAGEMENT LLC (370.73K), Berkley W R Corp (48.71K), StoneX Group Inc. (34.58K), Arax Advisory Partners (15.13K), PICTON MAHONEY ASSET MANAGEMENT (13.0K).
Leading sellers of Aldel Financial shares for the quarter ending June 2026 were METEORA CAPITAL, LLC (354.03K), Fort Baker Capital Management LP (200.0K), Toronto Dominion Bank (66.0K), AQR Arbitrage LLC (50.0K), GLAZER CAPITAL, LLC (13.68K).
Business Quant data shows the 10 biggest positions in Aldel Financial as of June 2026 are held by Harraden Circle Investments, LLC (2.35Mn), Magnetar Financial LLC (1.9Mn), AQR Arbitrage LLC (1.46Mn), 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), PICTON MAHONEY ASSET MANAGEMENT (763.0K).

Form 13F Holdings

51 Institutional Holders

Report period 30 Jun, 2026

Total shares held 22.42Mn

Of outstanding 61.04%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Harraden Circle Investments, LLC	0001910592	2,351,288	6.40%	0	0.00%	$25.12Mn
2	Magnetar Financial LLC	0001352851	1,899,098	5.17%	0	0.00%	$20.29Mn
3	AQR Arbitrage LLC	0001167456	1,463,426	3.98%	▼50,000	-3.30%	$15.64Mn
4	LMR Partners LLP	0001578621	1,200,000	3.27%	0	0.00%	$12.82Mn
5	Westchester Capital Management, LLC	0001512805	1,159,448	3.16%	0	0.00%	$12.39Mn
6	Hudson Bay Capital Management LP	0001393825	1,100,000	2.99%	0	0.00%	$11.75Mn
7	LINDEN ADVISORS LP	0001279396	950,000	2.59%	0	0.00%	$10.15Mn
8	Ghisallo Capital Management LLC	0001825214	900,000	2.45%	0	0.00%	$9.62Mn
9	D. E. Shaw & Co., Inc.	0001009207	880,057	2.40%	0	0.00%	$9.40Mn
10	PICTON MAHONEY ASSET MANAGEMENT	0001539041	763,000	2.08%	▲13,000	+1.73%	$8.15Mn
11	Wealthspring Capital LLC	0001844495	721,520	1.96%	▼3,659	-0.50%	$7.71Mn
12	TENOR CAPITAL MANAGEMENT Co., L.P.	0001346554	699,234	1.90%	0	0.00%	$7.47Mn
13	Goldman Sachs Group Inc	0000886982	605,314	1.65%	0	0.00%	$6.47Mn
14	RIVERNORTH CAPITAL MANAGEMENT, LLC	0001447578	563,655	1.53%	▼368	-0.07%	$6.08Mn
15	Berkley W R Corp	0000011544	523,423	1.42%	▲48,713	+10.26%	$5.59Mn
16	TWO SIGMA INVESTMENTS, LP	0001179392	500,000	1.36%	0	0.00%	$5.34Mn
17	METEORA CAPITAL, LLC	0001905106	422,920	1.15%	▼354,027	-45.57%	$4.52Mn
18	GLAZER CAPITAL, LLC	0001076809	419,992	1.14%	▼13,679	-3.15%	$4.49K
19	WHITEBOX ADVISORS LLC	0001257391	400,000	1.09%	0	0.00%	$4.27Mn
20	GRITSTONE ASSET MANAGEMENT LLC	0001964236	394,214	1.07%	0	0.00%	$4.21Mn

Showing 1 to 20 of 51 holders