Aldel Financial II Ownership | Who Owns Aldel Financial II?


OverviewFinancialsChart

Aldel Financial II Ownership Summary


Aldel Financial II is owned by 75.97% institutional investors, 1.86% insiders, and 22.17% retail investors. Harraden circle investments is the largest institutional shareholder, holding 7.87% of ALDF shares. Westchester Merger Arbitrage Composite is the top mutual fund, with 3.68% of its assets in Aldel Financial II shares.

ALDF Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAldel Financial II75.97%1.86%22.17%
IndustryShell Companies Stocks 2778.81%20.40%-2699.21%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Harraden circle investments2.35M7.87%$24.83M
Magnetar financial1.90M6.36%$20.05M
Aqr arbitrage1.51M5.07%$16.00M
Lmr partners llp1.20M4.02%$12.67M
Westchester capital management1.16M3.88%$12.26M
Hudson bay capital management lp1.10M3.68%$11.63M
Linden advisors lp950.00K3.18%$10.04M
Ghisallo capital management900.00K3.01%$9.51M
D. e. shaw880.06K2.95%$9.30M
Meteora capital776.95K2.60%$8.20M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Harraden circle investments2.35M4.98%$24.83M
Gritstone asset management394.21K4.45%$4.16M
Wealthspring capital725.18K1.82%$7.66M
Sandia investment management lp37.50K1.17%$391.88K
Kepos capital lp50.00K0.86%$528.00K
Meteora capital776.95K0.61%$8.20M
Westchester capital management1.16M0.56%$12.26M
Periscope capital350.00K0.41%$3.70M
Fort baker capital management lp454.19K0.38%$4.80M
Radcliffe capital management379.58K0.30%$4.01M

Top Buyers

HolderShares% AssetsChange
Bnp paribas arbitrage, snc93.46K0.00%93.46K
Sona asset management (us)55.97K0.01%55.97K
Berkley w r474.71K0.27%49.71K
Mizuho securities usa184.37K0.05%35.00K
Verition fund management205.72K0.01%30.83K

Top Sellers

HolderShares% AssetsChange
Healthcare of ontario pension plan trust fund---550.00K
Ubs group6.67K--294.68K
Exoduspoint capital management, lp---214.86K
Sculptor capital lp---175.00K
Aqr arbitrage1.51M0.26%-101.44K

New Positions

HolderShares% AssetsChangeValue
Bnp paribas arbitrage, snc93.46K0.00%93.46K$987.89K
Sona asset management (us)55.97K0.01%55.97K$591.05K
Susquehanna group, llp11.54K-11.54K$122.01K
Jpmorgan chase100.00-100.00$1.06K
Highbridge capital management100.00-100.00$1.06K

Sold Out

HolderChange
Tuttle capital management-15.00K
Bardin hill management partners lp-18.33K
Alyeska investment group-20.76K
Quarry lp-30.00K
K2 principal fund-49.30K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2026502.04%22,691,723-1.39%750.76%1233.33%11-15.38%
Dec 31, 202524-50.00%8,718,248-60.79%370.41%5-70.59%9-10.00%
Sep 30, 202518-61.70%8,918,270-57.47%380.47%7-69.57%5-44.44%
Jun 30, 20254730.56%20,967,53117.18%912.54%23-8.00%980.00%
Mar 31, 20253680.00%17,892,87792.07%77,7950.00%2525.00%5-

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Westchester Merger Arbitrage Composite1.10M3.68%-23.73K
The Merger Fund A1.10M3.68%-
PICTON Arbitrage Plus Alternative Fund F617.30K2.07%-
RiverNorth Opportunities140.00K0.47%-
AQR Corp Abtg IAU1F USD Acc93.46K0.31%-
JNL Multi-Manager Alternative A59.09K0.20%-
PICTON Arbitrage Alternative Fund F41.50K0.14%-
Special Opportunities Fund38.90K0.13%38.90K
First Trust Alternative Opportunities I35.00K0.12%-
Horizon Kinetics SPAC Active ETF30.00K0.10%-

Insider Transactions Trends


DateBuySell
2025 Q4--

ALDF Ownership FAQ


Who Owns Aldel Financial II?

Aldel Financial II shareholders are primarily institutional investors at 75.97%, followed by 1.86% insiders and 22.17% retail investors. The average institutional ownership in Aldel Financial II's industry, Shell Companies Stocks , is 2778.81%, which Aldel Financial II falls below.

Who owns the most shares of Aldel Financial II?

Aldel Financial II’s largest shareholders are Harraden circle investments (2.35M shares, 7.87%), Magnetar financial (1.9M shares, 6.36%), and Aqr arbitrage (1.51M shares, 5.07%). Together, they hold 19.30% of Aldel Financial II’s total shares outstanding.

Does Blackrock own Aldel Financial II?

BlackRock is not among the top 10 institutional shareholders of Aldel Financial II.

Who is Aldel Financial II’s biggest shareholder by percentage of total assets invested?

Harraden circle investments is Aldel Financial II’s biggest shareholder by percentage of total assets invested, with 4.98% of its assets in 2.35M Aldel Financial II shares, valued at 24.83M$.

Who is the top mutual fund holder of Aldel Financial II shares?

Westchester Merger Arbitrage Composite is the top mutual fund holder of Aldel Financial II shares, with 3.68% of its total shares outstanding invested in 1.1M Aldel Financial II shares.

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