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AllianceBernstein

276 hedge funds and large institutions have $562M invested in AllianceBernstein in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 69 increasing their positions, 78 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $5.95M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less funds holding

Funds holding: 291276 (-15)

11.1% less ownership

Funds ownership: 23.52%12.42% (-11%)

12% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 78

30% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 43

44% less capital invested

Capital invested by funds: $996M → $562M (-$435M)

Holders
276
Holders Change
-15
Holders Change %
-5.15%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
69
Reduced
78
Closed
43
Calls
$14.4M
Puts
$5.95M
Net Calls
+$8.43M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
251
Vermillion Wealth Management
Minnesota
$12.2K
BONH
252
Bank of New Hampshire
New Hampshire
$12.2K +$11.8K +300 New
IHWM
253
Iron Horse Wealth Management
Iowa
$11.7K +$11.2K +286 New
SA
254
Scarborough Advisors
Maryland
$11.4K +$10.9K +279 New
National Bank of Canada
255
National Bank of Canada
Quebec, Canada
$10.4K -$2K -51 -17%
FDW
256
Fourth Dimension Wealth
Ohio
$9.8K
TCM
257
TD Capital Management
Tennessee
$9.22K
HI
258
Horizon Investments
North Carolina
$8.78K +$8.59K +219 New
LI
259
LRI Investments
Florida
$8.04K
PP
260
PFS Partners
New Jersey
$7.76K
MAFA
261
MJT & Associates Financial Advisory
Minnesota
$7.63K
HC
262
Hurley Capital
New York
$7.59K +$157 +4 +2%
WTC
263
WhitTier Trust Company
Nevada
$6.49K
GEA
264
Glen Eagle Advisors
New Jersey
$6.13K -$3.92K -100 -40%
TRCT
265
Tower Research Capital (TRC)
New York
$5.06K -$33.8K -863 -87%
NS
266
NBC Securities
Alabama
$5K -$84.9K -2,166 -95%
IA
267
IFP Advisors
Florida
$4.08K
NFSG
268
Newbridge Financial Services Group
Florida
$4.08K
HI
269
Harbour Investments
Wisconsin
$3.67K
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.49K +38 +115%
KIG
271
Kessler Investment Group
Indiana
$2.86K
GI
272
GAMMA Investing
California
$1.35K +$1.29K +33 New
DFA
273
DHJJ Financial Advisors
Illinois
$654
OCM
274
Orion Capital Management
California
$163
HNB
275
Huntington National Bank
Ohio
$41

AB Hedge Fund Activity: Q2 2025 in Review

276 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q2 2025, worth a combined $562M — down 44% from $996M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of AB and 30 opened new positions — a net loss of 13 holders — while 78 trimmed existing stakes and 69 added.

The largest buyer was Cresset Asset Management, opening a new position worth an estimated $12.1M. The largest seller was Morgan Stanley, cutting an estimated $159M.

  • 276 institutional investors held AllianceBernstein (AB) as of Q2 2025, down from 291 in Q1 2025.
  • Funds reported $562M of AllianceBernstein stock for Q2 2025, down 44% quarter-over-quarter.
  • 30 funds opened new AllianceBernstein positions in Q2 2025 and 43 closed out, a net change of -13 holders.
  • The largest AllianceBernstein buyer in Q2 2025 was Cresset Asset Management, an estimated $12.1M added.
  • The largest AllianceBernstein seller in Q2 2025 was Morgan Stanley, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2025.