We are live on ! Find out more
AB icon

AllianceBernstein

275 hedge funds and large institutions have $535M invested in AllianceBernstein in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 93 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $4.96M

58% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 59

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

0.23% more ownership

Funds ownership: 12.42%12.65% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 276275 (-1)

5% less capital invested

Capital invested by funds: $562M → $535M (-$27M)

Holders
275
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
3.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
93
Reduced
59
Closed
20
Calls
$14.4M
Puts
$4.96M
Net Calls
+$9.48M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
276
Jane Street
New York
-$3.13M -78,323 Closed
FG
277
Formula Growth
Quebec, Canada
-$1.76M -43,090 Closed
MA
278
MONECO Advisors
Connecticut
-$429K -10,495 Closed
T
279
Tableaux
Massachusetts
-$340K -8,333 Closed
CPC
280
CFC Planning Company
Indiana
-$230K -5,633 Closed
CW
281
CreativeOne Wealth
Kansas
-$222K -5,427 Closed
Kovitz Investment Group Partners
282
Kovitz Investment Group Partners
Illinois
-$213K -5,214 Closed
CIA
283
Capital Investment Advisors
Georgia
-$212K -5,185 Closed
AP
284
Americana Partners
Texas
-$207K -5,062 Closed
4WM
285
44 Wealth Management
Oregon
-$204K -5,000 Closed
JAA
286
Joel Adams & Associates
North Carolina
-$204K -5,000 Closed
TWP
287
Tyche Wealth Partners
Texas
-$204K -5,000 Closed
AWM
288
Atticus Wealth Management
Florida
-$95.7K -2,345 Closed
Fifth Third Bancorp
289
Fifth Third Bancorp
Ohio
-$40.8K -1,000 Closed
T
290
Transce3nd
Texas
-$27.4K -670 Closed
CIA
291
Cape Investment Advisory
Georgia
-$23.1K -567 Closed
MCM
292
Manchester Capital Management
Vermont
-$15.3K -407 Closed
KIG
293
Kessler Investment Group
Indiana
-$2.86K -70 Closed
AssetMark Inc
294
AssetMark Inc
California
-$37 -1 Closed
CIBC Private Wealth Group
295
CIBC Private Wealth Group
Georgia
-$37 -1 Closed

AB Hedge Fund Activity: Q3 2025 in Review

275 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q3 2025, worth a combined $535M — down 4.8% from $562M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AB positions and 20 closed out — a net gain of 3 holders — while 93 added to existing stakes and 59 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $12.4M. The largest seller was Fidelity Investments, cutting an estimated $15.5M.

  • 275 institutional investors held AllianceBernstein (AB) as of Q3 2025, down from 276 in Q2 2025.
  • Funds reported $535M of AllianceBernstein stock for Q3 2025, down 4.8% quarter-over-quarter.
  • 23 funds opened new AllianceBernstein positions in Q3 2025 and 20 closed out, a net change of +3 holders.
  • The largest AllianceBernstein buyer in Q3 2025 was Focus Partners Wealth, an estimated $12.4M added.
  • The largest AllianceBernstein seller in Q3 2025 was Fidelity Investments, an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2025.