AllianceBernstein
285 hedge funds and large institutions have $454M invested in AllianceBernstein in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 103 increasing their positions, 62 reducing their positions, and 25 closing their positions.
66% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 62
20% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 25
5% more call options, than puts
Call options by funds: $25.6M | Put options by funds: $24.3M
0% more funds holding
Funds holding: 284 → 285 (+1)
3.01% less ownership
Funds ownership: 16.14% → 13.13% (-3%)
20% less capital invested
Capital invested by funds: $566M → $454M (-$112M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$5.03M |
| 2 |
PEAK6
Chicago,
Illinois
|
+$3.33M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.18M |
| 4 |
Jane Street
New York
|
+$2.98M |
| 5 |
N
Natixis
Paris,
France
|
+$2.95M |
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$35.4M |
| 2 |
Morgan Stanley
New York
|
-$28.8M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$14.8M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$11.8M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$8.75M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
301
Avior Wealth Management
Omaha,
Nebraska
| – | -$204K | -5,313 | Closed |
|
302
Simplex Trading
Chicago,
Illinois
| – | -$162K | -4,133 | Closed |
|
|
EW
303
Elyxium Wealth
San Mateo,
California
| – | -$51.3K | -1,333 | Closed |
|
|
GAFA
304
Garton & Associates Financial Advisors
Louisville,
Kentucky
| – | -$34.8K | -905 | Closed |
|
|
CIA
305
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$22.7K | -590 | Closed |
|
|
CAC
306
Core Alternative Capital
Peachtree Corners,
Georgia
| – | -$15.4K | -400 | Closed |
|
|
CAL
307
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$10K | -250 | Closed |
|
|
GI
308
GAMMA Investing
Foster City,
California
| – | -$1.27K | -33 | Closed |
|
|
DJSG
309
D.J. St. Germain
Springfield,
Massachusetts
| – | -$500 | -13 | Closed |
|
|
LWANC
310
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| – | -$193 | -5 | Closed |
|
AB Hedge Fund Activity: Q1 2026 in Review
285 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q1 2026, worth a combined $454M — down 20% from $566M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new AB positions and 25 closed out — a net gain of 5 holders — while 103 added to existing stakes and 62 trimmed.
The largest buyer was Invesco, adding an estimated $5.03M. The largest seller was Fidelity Investments, cutting an estimated $35.4M.
- 285 institutional investors held AllianceBernstein (AB) as of Q1 2026, up from 284 in Q4 2025.
- Funds reported $454M of AllianceBernstein stock for Q1 2026, down 20% quarter-over-quarter.
- 30 funds opened new AllianceBernstein positions in Q1 2026 and 25 closed out, a net change of +5 holders.
- The largest AllianceBernstein buyer in Q1 2026 was Invesco, an estimated $5.03M added.
- The largest AllianceBernstein seller in Q1 2026 was Fidelity Investments, an estimated $35.4M sold.
Based on aggregated 13F filings for Q1 2026.