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AllianceBernstein

291 hedge funds and large institutions have $996M invested in AllianceBernstein in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 85 increasing their positions, 66 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 66

10% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 41

0.77% more ownership

Funds ownership: 22.74%23.52% (+0.77%)

0% more funds holding

Funds holding: 291291 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

14% less capital invested

Capital invested by funds: $1.16B → $996M (-$165M)

18% less call options, than puts

Call options by funds: $21.2M | Put options by funds: $26M

Holders
291
Holders Change
Holders Change %
0%
% of All Funds
3.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
45
Increased
85
Reduced
66
Closed
41
Calls
$21.2M
Puts
$26M
Net Calls
-$4.76M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
226
Costello Asset Management
Pennsylvania
$72.8K +$71.5K +1,900 New
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$70.1K -$3.77K -100 -5%
RMP
228
Richards, Merrill & Peterson
Washington
$58K
LFG
229
Larson Financial Group
Missouri
$57.5K
GWSG
230
GPS Wealth Strategies Group
Colorado
$55K
OC
231
Oakworth Capital
Alabama
$53.6K -$56.5K -1,500 -52%
UB
232
UMB Bank
Missouri
$49.8K
HIA
233
Harbor Investment Advisory
Maryland
$47.9K +$47.1K +1,250 New
GIA
234
GHP Investment Advisors
Colorado
$43.3K +$1.21K +32 +3%
KA
235
Kozak & Associates
Colorado
$41.8K +$715 +19 +2%
GJIA
236
Glass Jacobson Investment Advisors
Maryland
$39.9K
CTC
237
Central Trust Company
Missouri
$38.3K
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$38.3K
HPC
239
HM Payson & Co
Maine
$38.3K
MHIP
240
Mountain Hill Investment Partners
New Jersey
$38.3K +$37.6K +1,000 New
TRCT
241
Tower Research Capital (TRC)
New York
$37.8K +$35.5K +942 +2,093%
TC
242
Truvestments Capital
Florida
$35.2K +$979 +26 +3%
SW
243
SVB Wealth
Massachusetts
$31.6K +$31.1K +825 New
BF
244
BOK Financial
Oklahoma
$30.6K
GA
245
GoalVest Advisory
New York
$30K
CIA
246
Cape Investment Advisory
Georgia
$28.4K -$5.27K -140 -16%
AG
247
AmeriFlex Group
Nevada
$27.4K +$26.9K +714 New
PA
248
PSI Advisors
Florida
$26.8K
T
249
Transce3nd
Texas
$25.9K
BlackRock
250
BlackRock
New York
$25.9K +$6.59K +175 +35%

AB Hedge Fund Activity: Q1 2025 in Review

291 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q1 2025, worth a combined $996M — down 14% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AB positions and 41 closed out — a net gain of 4 holders — while 85 added to existing stakes and 66 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $77.6M. The largest seller was JP Morgan Chase, cutting an estimated $90.5M.

  • 291 institutional investors held AllianceBernstein (AB) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $996M of AllianceBernstein stock for Q1 2025, down 14% quarter-over-quarter.
  • 45 funds opened new AllianceBernstein positions in Q1 2025 and 41 closed out, a net change of +4 holders.
  • The largest AllianceBernstein buyer in Q1 2025 was Morgan Stanley, an estimated $77.6M added.
  • The largest AllianceBernstein seller in Q1 2025 was JP Morgan Chase, an estimated $90.5M sold.

Based on aggregated 13F filings for Q1 2025.