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AllianceBernstein

285 hedge funds and large institutions have $454M invested in AllianceBernstein in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 103 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 62

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

5% more call options, than puts

Call options by funds: $25.6M | Put options by funds: $24.3M

0% more funds holding

Funds holding: 284285 (+1)

3.01% less ownership

Funds ownership: 16.14%13.13% (-3%)

20% less capital invested

Capital invested by funds: $566M → $454M (-$112M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
285
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
3.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
30
Increased
103
Reduced
62
Closed
25
Calls
$25.6M
Puts
$24.3M
Net Calls
+$1.27M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$40.4M -$35.4M -900,900 -46%
American Century Companies
2
American Century Companies
Missouri
$36M -$7.37M -187,684 -16%
Bank of America
3
Bank of America
North Carolina
$28.8M -$4.39M -111,875 -13%
Morgan Stanley
4
Morgan Stanley
New York
$25.5M -$28.8M -732,794 -52%
LPL Financial
5
LPL Financial
California
$19.3M +$676K +17,215 +3%
Wells Fargo
6
Wells Fargo
California
$18.6M +$3.18M +81,098 +20%
CAM
7
Cresset Asset Management
Illinois
$14.2M -$39.4K -1,004 -0.3%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$13.2M -$567K -14,436 -4%
Invesco
9
Invesco
Georgia
$12.6M +$5.03M +128,031 +62%
UBS Group
10
UBS Group
Switzerland
$12.2M +$1.21M +30,690 +10%
Stifel Financial
11
Stifel Financial
Missouri
$9.94M +$1.74M +44,389 +20%
CAG
12
Crestwood Advisors Group
Massachusetts
$8.17M -$17.4K -444 -0.2%
HKAM
13
Horizon Kinetics Asset Management
New York
$8.14M +$931K +23,706 +12%
Raymond James Financial
14
Raymond James Financial
Florida
$8.05M +$639K +16,264 +8%
FTIA
15
Four Tree Island Advisory
New Hampshire
$7.77M
Jane Street
16
Jane Street
New York
$6.17M +$2.98M +75,921 +85%
DADC
17
D.A. Davidson & Co
Montana
$6.05M -$158K -4,032 -2%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$5.87M +$199K +5,075 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$5.51M -$571K -14,538 -9%
MAP
20
Moody Aldrich Partners
Massachusetts
$5.14M
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$4.87M -$2.51M -63,944 -34%
HIP
22
HUB Investment Partners
Texas
$4.77M -$1.06M -26,864 -17%
HF
23
HRT Financial
New York
$4.45M +$349K +8,890 +8%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$4.31M +$246K +6,263 +6%
SFI
25
Susquehanna Fundamental Investments
Pennsylvania
$3.87M +$2.51M +63,867 +162%

AB Hedge Fund Activity: Q1 2026 in Review

285 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q1 2026, worth a combined $454M — down 20% from $566M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AB positions and 25 closed out — a net gain of 5 holders — while 103 added to existing stakes and 62 trimmed.

The largest buyer was Invesco, adding an estimated $5.03M. The largest seller was Fidelity Investments, cutting an estimated $35.4M.

  • 285 institutional investors held AllianceBernstein (AB) as of Q1 2026, up from 284 in Q4 2025.
  • Funds reported $454M of AllianceBernstein stock for Q1 2026, down 20% quarter-over-quarter.
  • 30 funds opened new AllianceBernstein positions in Q1 2026 and 25 closed out, a net change of +5 holders.
  • The largest AllianceBernstein buyer in Q1 2026 was Invesco, an estimated $5.03M added.
  • The largest AllianceBernstein seller in Q1 2026 was Fidelity Investments, an estimated $35.4M sold.

Based on aggregated 13F filings for Q1 2026.