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AllianceBernstein

285 hedge funds and large institutions have $454M invested in AllianceBernstein in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 103 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 62

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

5% more call options, than puts

Call options by funds: $25.6M | Put options by funds: $24.3M

0% more funds holding

Funds holding: 284285 (+1)

3.01% less ownership

Funds ownership: 16.14%13.13% (-3%)

20% less capital invested

Capital invested by funds: $566M → $454M (-$112M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
285
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
3.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
30
Increased
103
Reduced
62
Closed
25
Calls
$25.6M
Puts
$24.3M
Net Calls
+$1.27M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOT
251
Trust Company of Toledo
Ohio
$18.7K
CA
252
Clearstead Advisors
Ohio
$16.6K
HI
253
Horizon Investments
North Carolina
$16.1K +$8.6K +219 +100%
AFG
254
Albion Financial Group
Utah
$15K +$15.7K +400 New
DAM
255
Delta Asset Management
Tennessee
$11.6K
CFSG
256
Community Financial Services Group
Vermont
$11.6K +$12K +305 New
WT
257
Whittier Trust
California
$11.4K
RF
258
Rossby Financial
Florida
$11.4K
BONH
259
Bank of New Hampshire
New Hampshire
$11.2K
BFPW
260
BOK Financial Private Wealth
Colorado
$11.2K
SIC
261
Salem Investment Counselors
North Carolina
$11.2K +$11.8K +300 New
SA
262
Scarborough Advisors
Maryland
$11.1K +$275 +7 +2%
AAG
263
Armstrong Advisory Group
Massachusetts
$11K
TRCT
264
Tower Research Capital (TRC)
New York
$10.7K -$746 -19 -6%
FDW
265
Fourth Dimension Wealth
Ohio
$8.99K
TCM
266
TD Capital Management
Tennessee
$8.46K
AUB
267
Atlantic Union Bankshares
Virginia
$7.49K
MG
268
Mather Group
Illinois
$7.49K +$7.86K +200 New
HC
269
Hurley Capital
New York
$7.42K +$196 +5 +3%
LI
270
LRI Investments
Florida
$7.37K
PP
271
PFS Partners
New Jersey
$7.11K
MAFA
272
MJT & Associates Financial Advisory
Minnesota
$7K
WTC
273
WhitTier Trust Company
Nevada
$6.06K
GEA
274
Glen Eagle Advisors
New Jersey
$5.62K
AWM
275
Abound Wealth Management
Tennessee
$5.62K +$5.89K +150 New

AB Hedge Fund Activity: Q1 2026 in Review

285 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q1 2026, worth a combined $454M — down 20% from $566M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AB positions and 25 closed out — a net gain of 5 holders — while 103 added to existing stakes and 62 trimmed.

The largest buyer was Invesco, adding an estimated $5.03M. The largest seller was Fidelity Investments, cutting an estimated $35.4M.

  • 285 institutional investors held AllianceBernstein (AB) as of Q1 2026, up from 284 in Q4 2025.
  • Funds reported $454M of AllianceBernstein stock for Q1 2026, down 20% quarter-over-quarter.
  • 30 funds opened new AllianceBernstein positions in Q1 2026 and 25 closed out, a net change of +5 holders.
  • The largest AllianceBernstein buyer in Q1 2026 was Invesco, an estimated $5.03M added.
  • The largest AllianceBernstein seller in Q1 2026 was Fidelity Investments, an estimated $35.4M sold.

Based on aggregated 13F filings for Q1 2026.