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AllianceBernstein

291 hedge funds and large institutions have $996M invested in AllianceBernstein in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 85 increasing their positions, 66 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 66

10% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 41

0.77% more ownership

Funds ownership: 22.74%23.52% (+0.77%)

0% more funds holding

Funds holding: 291291 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

14% less capital invested

Capital invested by funds: $1.16B → $996M (-$165M)

18% less call options, than puts

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

Holders
291
Holders Change
Holders Change %
0%
% of All Funds
3.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
45
Increased
85
Reduced
66
Closed
41
Calls
$21.2M
Puts
$26M
Net Calls
-$4.76M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
251
Principal Securities
Iowa
$23.4K
FWM
252
FSA Wealth Management
Massachusetts
$23.1K -$16.2K -430 -42%
AF
253
Allworth Financial
California
$20.8K -$11.3K -300 -35%
AW
254
Avion Wealth
Texas
$20K
CWM
255
Compass Wealth Management
Connecticut
$19.2K
EPM
256
Equitec Proprietary Markets
Illinois
$19.2K +$18.8K +500 New
CA
257
Clearstead Advisors
Ohio
$18.9K
AAG
258
Armstrong Advisory Group
Massachusetts
$18.7K
SIC
259
Salem Investment Counselors
North Carolina
$17.2K
SIC
260
SJS Investment Consulting
Ohio
$16.1K
CCM
261
Coldstream Capital Management
Washington
$15.8K +$15.5K +411 New
MCM
262
Manchester Capital Management
Vermont
$15.6K -$2.45K -65 -14%
PWAM
263
Private Wealth Asset Management
Iowa
$15.3K +$15.1K +400 New
CA
264
CoreCap Advisors
Michigan
$14.9K
PA
265
Parallel Advisors
California
$13.3K +$1.88K +50 +17%
DAM
266
Delta Asset Management
Tennessee
$11.9K
National Bank of Canada
267
National Bank of Canada
Quebec, Canada
$11.7K +$2.63K +70 +30%
BFPW
268
BOK Financial Private Wealth
Colorado
$11.5K
VWM
269
Vermillion Wealth Management
Minnesota
$11.5K
RF
270
Rossby Financial
Florida
$11.3K +$11.3K +300 New
GEA
271
Glen Eagle Advisors
New Jersey
$9.58K
FDW
272
Fourth Dimension Wealth
Ohio
$9.19K
TCM
273
TD Capital Management
Tennessee
$8.65K
MG
274
Mather Group
Illinois
$7.66K -$51.4K -1,365 -87%
LI
275
LRI Investments
Florida
$7.54K

AB Hedge Fund Activity: Q1 2025 in Review

291 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q1 2025, worth a combined $996M — down 14% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AB positions and 41 closed out — a net gain of 4 holders — while 85 added to existing stakes and 66 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $77.6M. The largest seller was JP Morgan Chase, cutting an estimated $90.5M.

  • 291 institutional investors held AllianceBernstein (AB) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $996M of AllianceBernstein stock for Q1 2025, down 14% quarter-over-quarter.
  • 45 funds opened new AllianceBernstein positions in Q1 2025 and 41 closed out, a net change of +4 holders.
  • The largest AllianceBernstein buyer in Q1 2025 was Morgan Stanley, an estimated $77.6M added.
  • The largest AllianceBernstein seller in Q1 2025 was JP Morgan Chase, an estimated $90.5M sold.

Based on aggregated 13F filings for Q1 2025.