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AllianceBernstein

284 hedge funds and large institutions have $566M invested in AllianceBernstein in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

285% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $4.81M

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

6% more capital invested

Capital invested by funds: $535M → $566M (+$31.3M)

3.5% more ownership

Funds ownership: 12.65%16.14% (+3.5%)

3% more funds holding

Funds holding: 275284 (+9)

1% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 75

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
284
Holders Change
+9
Holders Change %
+3.27%
% of All Funds
3.45%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
38
Increased
76
Reduced
75
Closed
26
Calls
$18.5M
Puts
$4.81M
Net Calls
+$13.7M
Net Calls Change
+$4.25M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
226
Heritage Wealth Advisors
Virginia
$51.9K +$53.5K +1,350 New
EW
227
Elyxium Wealth
California
$51.3K +$52.9K +1,333 New
UB
228
UMB Bank
Missouri
$50K
GIA
229
GHP Investment Advisors
Colorado
$46.2K +$991 +25 +2%
GJIA
230
Glass Jacobson Investment Advisors
Maryland
$45.2K +$991 +25 +2%
CTC
231
Central Trust Company
Missouri
$38.5K
HPC
232
HM Payson & Co
Maine
$38.5K
TC
233
Truvestments Capital
Florida
$37.6K +$833 +21 +2%
GAFA
234
Garton & Associates Financial Advisors
Kentucky
$34.8K +$35.9K +905 New
BF
235
BOK Financial
Oklahoma
$30.8K
GA
236
GoalVest Advisory
New York
$30.1K
GCM
237
Gunpowder Capital Management
Maryland
$28.5K +$29.3K +740 New
KA
238
Kozak & Associates
Colorado
$26.4K -$17.6K -443 -39%
CBT
239
CoreFirst Bank & Trust
Kansas
$23.1K
TIM
240
Thompson Investment Management
Wisconsin
$23.1K
AW
241
Avion Wealth
Texas
$23K +$515 +13 +2%
CIA
242
Cape Investment Advisory
Georgia
$22.7K +$23.4K +590 New
CA
243
CoreCap Advisors
Michigan
$21.8K
FC
244
Financial Consulate
Maryland
$20.8K +$21.4K +540 New
GBT
245
Grove Bank & Trust
Florida
$19.2K
TCOT
246
Trust Company of Toledo
Ohio
$19.2K
CA
247
Clearstead Advisors
Ohio
$17.1K
CAC
248
Core Alternative Capital
Georgia
$15.4K
PA
249
Parallel Advisors
California
$13.5K
DAM
250
Delta Asset Management
Tennessee
$11.9K