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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
AssetMark Inc
276
AssetMark Inc
California
$37 -$1.65K -42 -98%
CIBC Private Wealth Group
277
CIBC Private Wealth Group
Georgia
$37
Jennison Associates
278
Jennison Associates
New York
-$34.9M -911,558 Closed
6CM
279
683 Capital Management
New York
-$20.1M -525,825 Closed
UFM
280
Ursa Fund Management
California
-$7.66M -200,000 Closed
CCM
281
Callodine Capital Management
Massachusetts
-$6.67M -174,060 Closed
MNA
282
Manning & Napier Advisors
New York
-$6.67M -174,060 Closed
Nomura Holdings
283
Nomura Holdings
Japan
-$5.24M -136,890 Closed
JF
284
Jump Financial
Illinois
-$3.84M -100,318 Closed
HM
285
Harvest Management
New York
-$3.37M -87,916 Closed
Wolverine Trading
286
Wolverine Trading
Illinois
-$3.21M -83,583 Closed
LOAME
287
Lombard Odier Asset Management (Europe)
United Kingdom
-$3.06M -80,000 Closed
AGM
288
Alpine Global Management
New York
-$3.06M -79,979 Closed
CAGAS
289
Capital Advisory Group Advisory Services
Minnesota
-$2.14M -55,856 Closed
ICA
290
Infrastructure Capital Advisors
New York
-$1.87M -48,880 Closed
Bank of Montreal
291
Bank of Montreal
Ontario, Canada
-$1.72M -44,807 Closed
CIBC World Market
292
CIBC World Market
Ontario, Canada
-$1.13M -29,396 Closed
GS
293
GWN Securities
Florida
-$1.11M -27,804 Closed
ATIA
294
American Trust Investment Advisors
New Hampshire
-$864K -22,545 Closed
CL
295
CSS LLC
Illinois
-$770K -20,094 Closed
BG
296
Bahl & Gaynor
Ohio
-$713K -18,600 Closed
SSG
297
Summit Securities Group
New York
-$640K -16,700 Closed
VA
298
Vident Advisory
Georgia
-$516K -13,467 Closed
PCP
299
Proficio Capital Partners
Massachusetts
-$514K -13,355 Closed
SIM
300
Sandia Investment Management
Massachusetts
-$512K -13,355 Closed

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.