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AllianceBernstein
AB

Overview Fund Activity

267 hedge funds and large institutions have $543M invested in AllianceBernstein in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 73 reducing their positions, and 43 closing their positions.

Holders
267
Holders Change
-20
Holders Change %
-6.97%
% of All Funds
3.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
71
Reduced
73
Closed
43
Calls
$5.91M
Puts
$4.39M
Net Calls
+$1.52M
Net Calls Change
+$6.28M

Top Buyers

1
HF
1
HRT Financial
New York
$4.42M
2
CCC
2
Chelsea Counsel Company
California
$3.89M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$3.13M
4
HKAM
4
Horizon Kinetics Asset Management
New York
$6.73M
5
FG
5
Formula Growth
Quebec, Canada
$1.76M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.3M
2
UBS Group
2
UBS Group
Switzerland
$11.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$99.9M
4
Jennison Associates
4
Jennison Associates
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$2.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$99.9M 2,445,741 -869,402 -26%
American Century Companies
2
American Century Companies
Missouri
$47.8M 1,171,246 -563,521 -32%
Bank of America
3
Bank of America
North Carolina
$44.2M 1,083,131 -263,098 -20%
Morgan Stanley
4
Morgan Stanley
New York
$26.3M 644,042 -4,061,033 -86%
Wells Fargo
5
Wells Fargo
California
$18.6M 456,156 +7,484 +2%
LPL Financial
6
LPL Financial
California
$17.2M 421,866 +41,029 +11%
Franklin Resources
7
Franklin Resources
California
$15.7M 384,740 -4,425 -1%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$14.8M 363,158 -769,734 -68%
CM
9
Churchill Management
California
$12.9M 314,844 -6,445 -2%
UBS Group
10
UBS Group
Switzerland
$11.9M 292,235 -996,962 -77%
Stifel Financial
11
Stifel Financial
Missouri
$9.03M 221,278 +9,092 +4%
HIP
12
HUB Investment Partners
Texas
$8.5M 208,278 -4,275 -2%
FTIA
13
Four Tree Island Advisory
New Hampshire
$8.5M 208,083 – –
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$7.52M 183,021 +297 +0.2%
Invesco
15
Invesco
Georgia
$7.13M 174,553 -150,465 -46%
Raymond James Financial
16
Raymond James Financial
Florida
$7.09M 173,692 -5,208 -3%
HKAM
17
Horizon Kinetics Asset Management
New York
$6.73M 164,892 +48,906 +42%
DADC
18
D.A. Davidson & Co
Montana
$6.12M 149,922 +2,132 +1%
Osaic Holdings
19
Osaic Holdings
Arizona
$5.23M 138,655 -27,429 -17%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$5.15M 126,153 -4,164 -3%
NWM
21
Nicola Wealth Management
British Columbia, Canada
$4.65M 114,000 -41,000 -26%
HF
22
HRT Financial
New York
$4.42M 108,143 +88,045 +438%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$4.24M 103,869 -3,861 -4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.9M 95,627 +7,249 +8%
CCC
25
Chelsea Counsel Company
California
$3.89M 95,330 +84,830 +808%
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