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AllianceBernstein
AB

Overview Fund Activity

269 hedge funds and large institutions have $546M invested in AllianceBernstein in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 74 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-18
Holders Change %
-6.27%
% of All Funds
3.61%
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
74
Closed
43
Calls
$14.4M
Puts
$5.95M
Net Calls
+$8.43M
Net Calls Change
+$13.2M

Top Buyers

1
HF
HRT Financial
New York
$4.42M
2
CCC
Chelsea Counsel Company
California
$3.89M
3
HKAM
Horizon Kinetics Asset Management
New York
$6.73M
4
FG
Formula Growth
Quebec, Canada
$1.76M
5
LPL Financial
LPL Financial
California
$17.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$26.3M
2
UBS Group
UBS Group
Switzerland
$11.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$99.9M
4
Jennison Associates
Jennison Associates
New York
$0
5
Goldman Sachs
Goldman Sachs
New York
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
226
Thompson Investment Management
Wisconsin
$24.5K +$24.5K +600 New
CBT
227
CoreFirst Bank & Trust
Kansas
$24.5K +$24.5K +600 New
CIA
228
Cape Investment Advisory
Georgia
$23.1K -$7.06K -173 -23%
AW
229
Avion Wealth
Texas
$23K +$1.1K +28 +5%
AAG
230
Armstrong Advisory Group
Massachusetts
$20.5K – – –
GBT
231
Grove Bank & Trust
Florida
$20.4K +$20.4K +500 New
TCOT
232
Trust Company of Toledo
Ohio
$20.4K +$20.4K +500 New
PS
233
Principal Securities
Iowa
$19.6K -$6.25K -153 -24%
SIC
234
Salem Investment Counselors
North Carolina
$18.4K – – –
CA
235
Clearstead Advisors
Ohio
$18.1K -$2.04K -50 -10%
SIC
236
SJS Investment Consulting
Ohio
$17.1K – – –
CA
237
CoreCap Advisors
Michigan
$15.8K – – –
MCM
238
Manchester Capital Management
Vermont
$15.3K – – –
PA
239
Parallel Advisors
California
$14.3K +$82 +2 +0.6%
DAM
240
Delta Asset Management
Tennessee
$12.7K – – –
RF
241
Rossby Financial
Florida
$12.2K – – –
BFPW
242
BOK Financial Private Wealth
Colorado
$12.2K – – –
VWM
243
Vermillion Wealth Management
Minnesota
$12.2K – – –
BONH
244
Bank of New Hampshire
New Hampshire
$12.2K +$12.2K +300 New
IHWM
245
Iron Horse Wealth Management
Iowa
$11.7K +$11.7K +286 New
SA
246
Scarborough Advisors
Maryland
$11.4K +$11.4K +279 New
National Bank of Canada
247
National Bank of Canada
Quebec, Canada
$10.4K -$2.08K -51 -17%
FDW
248
Fourth Dimension Wealth
Ohio
$9.8K – – –
TCM
249
TD Capital Management
Tennessee
$9.22K – – –
HI
250
Horizon Investments
North Carolina
$8.78K +$8.78K +219 New
8 9
10
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