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AllianceBernstein

276 hedge funds and large institutions have $562M invested in AllianceBernstein in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 69 increasing their positions, 78 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $5.95M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less funds holding

Funds holding: 291276 (-15)

11.1% less ownership

Funds ownership: 23.52%12.42% (-11%)

12% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 78

30% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 43

44% less capital invested

Capital invested by funds: $996M → $562M (-$435M)

Holders
276
Holders Change
-15
Holders Change %
-5.15%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
69
Reduced
78
Closed
43
Calls
$14.4M
Puts
$5.95M
Net Calls
+$8.43M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
226
HM Payson & Co
Maine
$40.8K
TC
227
Truvestments Capital
Florida
$38.3K +$745 +19 +2%
Simplex Trading
228
Simplex Trading
Illinois
$37K +$35.7K +911 New
BF
229
BOK Financial
Oklahoma
$32.7K
GA
230
GoalVest Advisory
New York
$32K
BlackRock
231
BlackRock
New York
$27.6K
T
232
Transce3nd
Texas
$27.4K -$196 -5 -0.7%
FWM
233
FSA Wealth Management
Massachusetts
$24.6K
CBT
234
CoreFirst Bank & Trust
Kansas
$24.5K +$23.5K +600 New
TIM
235
Thompson Investment Management
Wisconsin
$24.5K +$23.5K +600 New
CIA
236
Cape Investment Advisory
Georgia
$23.1K -$6.78K -173 -23%
AW
237
Avion Wealth
Texas
$23K +$1.1K +28 +5%
AAG
238
Armstrong Advisory Group
Massachusetts
$20.5K
GBT
239
Grove Bank & Trust
Florida
$20.4K +$19.6K +500 New
TCOT
240
Trust Company of Toledo
Ohio
$20.4K +$19.6K +500 New
PS
241
Principal Securities
Iowa
$19.6K -$6K -153 -24%
SIC
242
Salem Investment Counselors
North Carolina
$18.4K
CA
243
Clearstead Advisors
Ohio
$18.1K -$1.96K -50 -10%
SIC
244
SJS Investment Consulting
Ohio
$17.1K
CA
245
CoreCap Advisors
Michigan
$15.8K
MCM
246
Manchester Capital Management
Vermont
$15.3K
PA
247
Parallel Advisors
California
$14.3K +$78 +2 +0.6%
DAM
248
Delta Asset Management
Tennessee
$12.7K
BFPW
249
BOK Financial Private Wealth
Colorado
$12.2K
RF
250
Rossby Financial
Florida
$12.2K

AB Hedge Fund Activity: Q2 2025 in Review

276 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q2 2025, worth a combined $562M — down 44% from $996M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of AB and 30 opened new positions — a net loss of 13 holders — while 78 trimmed existing stakes and 69 added.

The largest buyer was Cresset Asset Management, opening a new position worth an estimated $12.1M. The largest seller was Morgan Stanley, cutting an estimated $159M.

  • 276 institutional investors held AllianceBernstein (AB) as of Q2 2025, down from 291 in Q1 2025.
  • Funds reported $562M of AllianceBernstein stock for Q2 2025, down 44% quarter-over-quarter.
  • 30 funds opened new AllianceBernstein positions in Q2 2025 and 43 closed out, a net change of -13 holders.
  • The largest AllianceBernstein buyer in Q2 2025 was Cresset Asset Management, an estimated $12.1M added.
  • The largest AllianceBernstein seller in Q2 2025 was Morgan Stanley, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2025.