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AllianceBernstein

284 hedge funds and large institutions have $566M invested in AllianceBernstein in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

285% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $4.81M

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

6% more capital invested

Capital invested by funds: $535M → $566M (+$31.3M)

3.5% more ownership

Funds ownership: 12.65%16.14% (+3.5%)

3% more funds holding

Funds holding: 275284 (+9)

1% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 75

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
284
Holders Change
+9
Holders Change %
+3.27%
% of All Funds
3.45%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
38
Increased
76
Reduced
75
Closed
26
Calls
$18.5M
Puts
$4.81M
Net Calls
+$13.7M
Net Calls Change
+$4.25M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
276
Parkside Financial Bank & Trust
Missouri
$3.19K +$3.29K +83 New
AssetMark Inc
277
AssetMark Inc
California
$3.12K +$3.21K +81 New
HI
278
Harbour Investments
Wisconsin
$1.73K -$1.78K -45 -50%
GI
279
GAMMA Investing
California
$1.27K
DFA
280
DHJJ Financial Advisors
Illinois
$616
DJSG
281
D.J. St. Germain
Massachusetts
$500 +$515 +13 New
LWANC
282
Laurel Wealth Advisors (North Carolina)
North Carolina
$193 +$198 +5 New
OCM
283
Orion Capital Management
California
$154
HNB
284
Huntington National Bank
Ohio
$38
MI
285
Motiv8 Investments
Florida
$36 +$37.2K +939 New
NWM
286
Nicola Wealth Management
British Columbia, Canada
-$4.36M -114,000 Closed
PIWA
287
Prevail Innovative Wealth Advisors
Kansas
-$1.08M -28,385 Closed
EIP
288
Epoch Investment Partners
New York
-$957K -25,038 Closed
FFA
289
First Foundation Advisors
California
-$936K -24,500 Closed
NPT
290
National Philanthropic Trust
Pennsylvania
-$497K -13,000 Closed
JIC
291
Joel Isaacson & Co
New York
-$392K -10,252 Closed
BA
292
Birinyi Associates
Connecticut
-$369K -9,664 Closed
RIA
293
Regal Investment Advisors
Michigan
-$273K -7,155 Closed
CPIG
294
Chicago Partners Investment Group
Illinois
-$276K -6,833 Closed
DS
295
DRW Securities
Illinois
-$255K -6,695 Closed
CAMG
296
CWA Asset Management Group
Florida
-$248K -6,500 Closed
SWA
297
Sax Wealth Advisors
New Jersey
-$234K -6,117 Closed
IWC
298
Integrated Wealth Concepts
Massachusetts
-$212K -5,543 Closed
FG
299
Fiduciary Group
Georgia
-$203K -5,315 Closed
Bessemer Group
300
Bessemer Group
New Jersey
-$153K -4,001 Closed