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AllianceBernstein

270 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, 70 increasing their positions, 75 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

11.37% less ownership

Funds ownership: 23.45%12.08% (-11%)

33% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 43

45% less capital invested

Capital invested by funds: $993M → $546M (-$447M)

Holders
270
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.4M
Puts
$5.95M
Net Calls
Net Calls Change

Top Sellers

1 -$166M
2 -$40.7M
3 -$35.5M
4
Jennison Associates
Jennison Associates
New York
-$34.9M
5
Goldman Sachs
Goldman Sachs
New York
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
226
FSA Wealth Management
Massachusetts
$24.6K
CBT
227
CoreFirst Bank & Trust
Kansas
$24.5K
TIM
228
Thompson Investment Management
Wisconsin
$24.5K
CIA
229
Cape Investment Advisory
Georgia
$23.1K
AW
230
Avion Wealth
Texas
$23K
AAG
231
Armstrong Advisory Group
Massachusetts
$20.5K
GBT
232
Grove Bank & Trust
Florida
$20.4K
TCOT
233
Trust Company of Toledo
Ohio
$20.4K
PS
234
Principal Securities
Iowa
$19.6K
SIC
235
Salem Investment Counselors
North Carolina
$18.4K
CA
236
Clearstead Advisors
Ohio
$18.1K
SIC
237
SJS Investment Consulting
Ohio
$17.1K
CA
238
CoreCap Advisors
Michigan
$15.8K
MCM
239
Manchester Capital Management
Vermont
$15.3K
PA
240
Parallel Advisors
California
$14.3K
DAM
241
Delta Asset Management
Tennessee
$12.7K
RF
242
Rossby Financial
Florida
$12.2K
BFPW
243
BOK Financial Private Wealth
Colorado
$12.2K
VWM
244
Vermillion Wealth Management
Minnesota
$12.2K
BONH
245
Bank of New Hampshire
New Hampshire
$12.2K
IHWM
246
Iron Horse Wealth Management
Iowa
$11.7K
SA
247
Scarborough Advisors
Maryland
$11.4K
National Bank of Canada
248
National Bank of Canada
Quebec, Canada
$10.4K
FDW
249
Fourth Dimension Wealth
Ohio
$9.8K
TCM
250
TD Capital Management
Tennessee
$9.22K