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AllianceBernstein

275 hedge funds and large institutions have $535M invested in AllianceBernstein in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 93 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $4.96M

58% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 59

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

0.23% more ownership

Funds ownership: 12.42%12.65% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 276275 (-1)

5% less capital invested

Capital invested by funds: $562M → $535M (-$27M)

Holders
275
Holders Change
-1
Holders Change %
-0.36%
% 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
23
Increased
93
Reduced
59
Closed
20
Calls
$14.4M
Puts
$4.96M
Net Calls
+$9.48M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
226
Central Trust Company
Missouri
$38.2K
HPC
227
HM Payson & Co
Maine
$38.2K
TC
228
Truvestments Capital
Florida
$36.5K +$680 +17 +2%
BF
229
BOK Financial
Oklahoma
$30.6K
GA
230
GoalVest Advisory
New York
$29.9K
AAS
231
Ameritas Advisory Services
Nebraska
$29.3K -$853K -21,314 -97%
FWM
232
FSA Wealth Management
Massachusetts
$23.1K
CBT
233
CoreFirst Bank & Trust
Kansas
$22.9K
TIM
234
Thompson Investment Management
Wisconsin
$22.9K
AW
235
Avion Wealth
Texas
$22K +$400 +10 +2%
CA
236
CoreCap Advisors
Michigan
$21.6K +$7.12K +178 +46%
BlackRock
237
BlackRock
New York
$19.1K -$7K -175 -26%
GBT
238
Grove Bank & Trust
Florida
$19.1K
TCOT
239
Trust Company of Toledo
Ohio
$19.1K
SIC
240
Salem Investment Counselors
North Carolina
$17.2K
CA
241
Clearstead Advisors
Ohio
$17K
SIC
242
SJS Investment Consulting
Ohio
$16.1K
PS
243
Principal Securities
Iowa
$15.6K -$2.88K -72 -15%
CAC
244
Core Alternative Capital
Georgia
$15.3K +$16K +400 New
TRCT
245
Tower Research Capital (TRC)
New York
$13.8K +$9.48K +237 +191%
PA
246
Parallel Advisors
California
$13.4K -$40 -1 -0.3%
DAM
247
Delta Asset Management
Tennessee
$11.8K
BONH
248
Bank of New Hampshire
New Hampshire
$11.5K
BFPW
249
BOK Financial Private Wealth
Colorado
$11.5K
VWM
250
Vermillion Wealth Management
Minnesota
$11.5K

AB Hedge Fund Activity: Q3 2025 in Review

275 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q3 2025, worth a combined $535M — down 4.8% from $562M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AB positions and 20 closed out — a net gain of 3 holders — while 93 added to existing stakes and 59 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $12.4M. The largest seller was Fidelity Investments, cutting an estimated $15.5M.

  • 275 institutional investors held AllianceBernstein (AB) as of Q3 2025, down from 276 in Q2 2025.
  • Funds reported $535M of AllianceBernstein stock for Q3 2025, down 4.8% quarter-over-quarter.
  • 23 funds opened new AllianceBernstein positions in Q3 2025 and 20 closed out, a net change of +3 holders.
  • The largest AllianceBernstein buyer in Q3 2025 was Focus Partners Wealth, an estimated $12.4M added.
  • The largest AllianceBernstein seller in Q3 2025 was Fidelity Investments, an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2025.