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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
UBS AM
226
UBS AM
Illinois
$56.2K +$58.9K +1,500 New
HWA
227
Heritage Wealth Advisors
Virginia
$50.5K
UB
228
UMB Bank
Missouri
$48.7K
Barclays
229
Barclays
United Kingdom
$48.7K +$42.1K +1,073 +473%
GIA
230
GHP Investment Advisors
Colorado
$46K +$1.18K +30 +3%
GJIA
231
Glass Jacobson Investment Advisors
Maryland
$45K +$1.14K +29 +2%
TC
232
Truvestments Capital
Florida
$37.5K +$903 +23 +2%
ZBNA
233
Zions Bancorporation, National Association
Utah
$37.4K -$39.3K -1,000 -50%
HPC
234
HM Payson & Co
Maine
$37.4K
BNP Paribas Financial Markets
235
BNP Paribas Financial Markets
France
$34.5K +$25.5K +649 +238%
NFSG
236
Newbridge Financial Services Group
Florida
$33.7K +$31.4K +800 +800%
BF
237
BOK Financial
Oklahoma
$30K
GSEP
238
Golden State Equity Partners
California
$29.9K +$31.3K +798 New
GA
239
GoalVest Advisory
New York
$29.3K
HI
240
Harbour Investments
Wisconsin
$28.7K +$28.3K +721 +1,602%
GCM
241
Gunpowder Capital Management
Maryland
$28.4K +$707 +18 +2%
AIM
242
Axiom Investment Management
New York
$27.5K +$28.9K +735 New
KA
243
Kozak & Associates
Colorado
$27.3K +$628 +16 +2%
AW
244
Avion Wealth
Texas
$23K +$589 +15 +2%
CBT
245
CoreFirst Bank & Trust
Kansas
$22.5K
TIM
246
Thompson Investment Management
Wisconsin
$22.5K
CA
247
CoreCap Advisors
Michigan
$21.2K
FC
248
Financial Consulate
Maryland
$20.7K +$550 +14 +3%
VWM
249
Vermillion Wealth Management
Minnesota
$20.5K +$9.7K +247 +82%
GBT
250
Grove Bank & Trust
Florida
$18.7K

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.