AB icon

AllianceBernstein

287 hedge funds and large institutions have $993M invested in AllianceBernstein in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 83 increasing their positions, 66 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

0% less funds holding

Funds holding: 288287 (-1)

14% less capital invested

Capital invested by funds: $1.16B → $993M (-$162M)

18% less call options, than puts

Call options by funds: $21.2M | Put options by funds: $26M

Holders
287
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.2M
Puts
$26M
Net Calls
Net Calls Change

Top Sellers

1 -$92.1M
2 -$49.5M
3 -$32M
4
N
Natixis
France
-$24.5M
5
CAM
Cresset Asset Management
Illinois
-$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Compass Wealth Management
Connecticut
$19.2K
EPM
252
Equitec Proprietary Markets
Illinois
$19.2K
CA
253
Clearstead Advisors
Ohio
$18.9K
AAG
254
Armstrong Advisory Group
Massachusetts
$18.7K
SIC
255
Salem Investment Counselors
North Carolina
$17.2K
SIC
256
SJS Investment Consulting
Ohio
$16.1K
CCM
257
Coldstream Capital Management
Washington
$15.8K
MCM
258
Manchester Capital Management
Vermont
$15.6K
PWAM
259
Private Wealth Asset Management
Iowa
$15.3K
CA
260
CoreCap Advisors
Michigan
$14.9K
PA
261
Parallel Advisors
California
$13.3K
DAM
262
Delta Asset Management
Tennessee
$11.9K
National Bank of Canada
263
National Bank of Canada
Quebec, Canada
$11.7K
BFPW
264
BOK Financial Private Wealth
Colorado
$11.5K
VWM
265
Vermillion Wealth Management
Minnesota
$11.5K
RF
266
Rossby Financial
Florida
$11.3K
GEA
267
Glen Eagle Advisors
New Jersey
$9.58K
FDW
268
Fourth Dimension Wealth
Ohio
$9.19K
TCM
269
TD Capital Management
Tennessee
$8.65K
MG
270
Mather Group
Illinois
$7.66K
LI
271
LRI Investments
Florida
$7.54K
PP
272
PFS Partners
New Jersey
$7.28K
MAFA
273
MJT & Associates Financial Advisory
Minnesota
$7.16K
HC
274
Hurley Capital
New York
$6.98K
PEAK6
275
PEAK6
Illinois
$6.21K