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AllianceBernstein
AB

Overview Fund Activity

269 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, 71 increasing their positions, 74 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-18
Holders Change %
-6.27%
% 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
29
Increased
71
Reduced
74
Closed
43
Calls
$14.4M
Puts
$5.95M
Net Calls
+$8.43M
Net Calls Change
+$13.2M

Top Buyers

1
HF
HRT Financial
New York
$4.42M
2
CCC
Chelsea Counsel Company
California
$3.89M
3
HKAM
Horizon Kinetics Asset Management
New York
$6.73M
4
FG
Formula Growth
Quebec, Canada
$1.76M
5
LPL Financial
LPL Financial
California
$17.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$26.3M
2
UBS Group
UBS Group
Switzerland
$11.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$99.9M
4
Jennison Associates
Jennison Associates
New York
$0
5
Goldman Sachs
Goldman Sachs
New York
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
251
LRI Investments
Florida
$8.04K – – –
PP
252
PFS Partners
New Jersey
$7.76K – – –
MAFA
253
MJT & Associates Financial Advisory
Minnesota
$7.64K – – –
HC
254
Hurley Capital
New York
$7.59K +$163 +4 +2%
WTC
255
WhitTier Trust Company
Nevada
$6.49K – – –
GEA
256
Glen Eagle Advisors
New Jersey
$6.13K -$4.08K -100 -40%
TRCT
257
Tower Research Capital (TRC)
New York
$5.06K -$35.2K -863 -87%
NS
258
NBC Securities
Alabama
$5K -$86K -2,166 -95%
LWANC
259
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K +$4.88K +200 +4,000%
IA
260
IFP Advisors
Florida
$4.08K – – –
NFSG
261
Newbridge Financial Services Group
Florida
$4.08K – – –
HI
262
Harbour Investments
Wisconsin
$3.68K – – –
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.61K +38 +115%
KIG
264
Kessler Investment Group
Indiana
$2.86K – – –
GI
265
GAMMA Investing
California
$1.35K +$1.35K +33 New
DFA
266
DHJJ Financial Advisors
Illinois
$654 – – –
OCM
267
Orion Capital Management
California
$163 – – –
HNB
268
Huntington National Bank
Ohio
$41 – – –
AssetMark Inc
269
AssetMark Inc
California
$37 -$1.55K -42 -98%
CIBC Private Wealth Group
270
CIBC Private Wealth Group
Georgia
$37 – – –
Jennison Associates
271
Jennison Associates
New York
– -$34.9M -911,558 Closed
6CM
272
683 Capital Management
New York
– -$20.1M -525,825 Closed
UFM
273
Ursa Fund Management
California
– -$7.66M -200,000 Closed
MNA
274
Manning & Napier Advisors
New York
– -$6.67M -174,060 Closed
CCM
275
Callodine Capital Management
Massachusetts
– -$6.67M -174,060 Closed
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