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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
PP
276
PFS Partners
New Jersey
$7.28K
MAFA
277
MJT & Associates Financial Advisory
Minnesota
$7.16K +$7.04K +187 New
HC
278
Hurley Capital
New York
$6.98K +$188 +5 +3%
PEAK6
279
PEAK6
Illinois
$6.21K +$6.1K +162 New
WTC
280
WhitTier Trust Company
Nevada
$6.09K
IA
281
IFP Advisors
Florida
$3.83K -$5.84K -155 -61%
NFSG
282
Newbridge Financial Services Group
Florida
$3.83K
HI
283
Harbour Investments
Wisconsin
$3.45K -$8.92K -237 -72%
KIG
284
Kessler Investment Group
Indiana
$2.68K +$2.63K +70 New
AssetMark Inc
285
AssetMark Inc
California
$1.65K +$1.62K +43 New
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$1K
DFA
287
DHJJ Financial Advisors
Illinois
$613
BIG
288
Brooklyn Investment Group
New York
$499 +$489 +13 New
LWANC
289
Laurel Wealth Advisors (North Carolina)
North Carolina
$192 +$188 +5 New
OCM
290
Orion Capital Management
California
$153
HNB
291
Huntington National Bank
Ohio
$38
CIBC Private Wealth Group
292
CIBC Private Wealth Group
Georgia
$30 -$44.3K -1,176 -100%
N
293
Natixis
France
-$24.5M -660,700 Closed
CAM
294
Cresset Asset Management
Illinois
-$18.4M -495,375 Closed
Manulife (Manufacturers Life Insurance)
295
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$13.3M -357,445 Closed
BCM
296
Basswood Capital Management
New York
-$10.3M -277,697 Closed
PCM
297
Payne Capital Management
New York
-$5.48M -147,794 Closed
Barclays
298
Barclays
United Kingdom
-$5.46M -147,100 Closed
BAM
299
Bastion Asset Management
Canada
-$1.37M -37,619 Closed
KJHP
300
K.J. Harrison & Partners
Ontario, Canada
-$741K -20,000 Closed

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.