Security Snapshot

Aldel Financial II Inc. - Class A ordinary shares, par value $0.0001 (ALDF) Institutional Ownership

CUSIP: G01558108

13F Institutional Holders and Ownership History from Q4 2024 to Q4 2025

Latest Period

Q4 2025

Institutions Reporting

49

Shares (Excl. Options)

23,012,338

Price

$10.49

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Type / Class
Equity / Class A ordinary shares, par value $0.0001
Symbol
ALDF on Nasdaq
Shares outstanding
22,991,550
Price per share
$10.49
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
23,012,338
Total reported value
$241,573,513
% of total 13F portfolios
0%
Share change
+618,607
Value change
+$6,492,549
Number of holders
49
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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Quick Takeaways

  • ALDF - Aldel Financial II Inc. - Class A ordinary shares, par value $0.0001 is tracked under CUSIP G01558108.
  • 49 institutions reported positions in Q4 2025.
  • 8 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 47 to 49 between Q3 2025 and Q4 2025.
  • Reported value moved from $232,329,255 to $241,573,513.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 49 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP G01558108?
CUSIP G01558108 identifies ALDF - Aldel Financial II Inc. - Class A ordinary shares, par value $0.0001 in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of Aldel Financial II Inc. - Class A ordinary shares, par value $0.0001 (ALDF) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Aldel Investors II LLC 20% $61,086,961 6,048,214 Robert I. Kauffman 23 Oct 2024
Harraden Circle Investments, LLC 9.9% +45% $24,570,960 +$7,837,479 2,351,288 +47% Harraden Circle Investments, LLC 30 Sep 2025
AQR CAPITAL MANAGEMENT LLC 7.6% $22,858,158 2,263,184 AQR Capital Management, LLC 31 Dec 2024
Magnetar Financial LLC 8.3% $19,921,580 1,899,102 MAGNETAR FINANCIAL LLC 31 Dec 2025
Hudson Bay Capital Management LP 4.8% -21% $15,210,500 1,450,000 0% Hudson Bay Capital Management LP 30 Jun 2025
LMR Partners LLP 5.1% $12,120,000 1,200,000 LMR Partners LLP 31 Mar 2025
Westchester Capital Management, LLC 4.9% -2.2% $12,162,610 -$262,250 1,159,448 -2.1% Westchester Capital Management, LLC 30 Jun 2025
BARCLAYS PLC 3.8% -33% $9,480,862 -$4,970,624 903,800 -34% Barclays PLC 30 Jun 2025

As of 31 Dec 2025, 49 institutional investors reported holding 23,012,338 shares of Aldel Financial II Inc. - Class A ordinary shares, par value $0.0001 (ALDF). This represents 100% of the company’s total 22,991,550 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Aldel Financial II Inc. - Class A ordinary shares, par value $0.0001 (ALDF) together control 89% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Harraden Circle Investments, LLC 10% 2,351,288 0% 4.5% $24,665,011
Magnetar Financial LLC 8.3% 1,899,098 0% 0.2% $19,959,520
AQR Arbitrage LLC 7% 1,614,870 0% 0.36% $16,972,284
LMR Partners LLP 5.2% 1,200,000 0% 0.12% $12,588,000
Westchester Capital Management, LLC 5% 1,159,448 0% 0.57% $12,185,798
Hudson Bay Capital Management LP 4.8% 1,100,000 0% 0.07% $11,561,000
Linden Advisors LP 4.1% 950,000 0% 0.06% $9,984,500
Ghisallo Capital Management LLC 3.9% 900,000 0% 0.42% $9,459,000
D. E. Shaw & Co., Inc. 3.8% 880,057 0% 0.01% $9,249,399
METEORA CAPITAL, LLC 3.4% 777,447 +11% 0.68% $8,155,419
PICTON MAHONEY ASSET MANAGEMENT 3.3% 750,000 0% 0.09% $7,867,500
Wealthspring Capital LLC 3.2% 728,601 -3.4% 1.8% $7,643,024
TENOR CAPITAL MANAGEMENT Co., L.P. 3% 699,234 0% 0.1% $7,334,965
GOLDMAN SACHS GROUP INC 2.6% 605,314 0% 0% $6,349,744
RIVERNORTH CAPITAL MANAGEMENT, LLC 2.6% 599,023 -0.08% 0.3% $6,283,751
TWO SIGMA INVESTMENTS, LP 2.2% 500,000 0% 0.01% $5,245,000
Fort Baker Capital Management LP 2% 454,193 0% 0.53% $4,764,485
Glazer Capital, LLC 1.9% 433,895 -4.3% 0.12% $4,552,000
BERKLEY W R CORP 1.8% 425,000 0% 0.25% $4,458,250
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 1.7% 400,000 0.02% $4,196,000
WHITEBOX ADVISORS LLC 1.7% 400,000 0% 0.07% $4,196,000
TORONTO DOMINION BANK 1.7% 400,000 -5.4% 0.01% $4,196,000
GRITSTONE ASSET MANAGEMENT LLC 1.7% 394,214 0% 3.9% $4,135,305
Radcliffe Capital Management, L.P. 1.6% 370,459 +12% 0.21% $3,886,115
Periscope Capital Inc. 1.6% 370,081 -22% 0.75% $3,882,150

Institutional Holders of Aldel Financial II Inc. - Class A ordinary shares, par value $0.0001 (ALDF) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 23,012,338 $241,573,513 +$6,492,549 $10.49 49
2025 Q3 22,233,731 $232,329,255 +$12,332,744 $10.45 47
2025 Q2 20,967,531 $219,766,474 +$39,663,030 $10.49 46
2025 Q1 17,892,877 $180,684,008 +$86,821,167 $10.11 36
2024 Q4 9,315,865 $92,532,600 +$91,539,600 $9.93 20

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