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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
VIA
301
Virtus Investment Advisers
Connecticut
-$556K -15,000 Closed
State of Tennessee, Department of Treasury
302
State of Tennessee, Department of Treasury
Tennessee
-$536K -14,450 Closed
KA
303
Kovack Advisors
Florida
-$454K -12,239 Closed
Kovitz Investment Group Partners
304
Kovitz Investment Group Partners
Illinois
-$404K -10,904 Closed
RPCONE
305
Retirement Planning Company of New England
Rhode Island
-$260K -7,008 Closed
William Blair & Company
306
William Blair & Company
Illinois
-$259K -6,989 Closed
BBHC
307
Brown Brothers Harriman & Co
New York
-$246K -6,630 Closed
BPA
308
Beacon Pointe Advisors
California
-$243K -6,554 Closed
GWP
309
Gateway Wealth Partners
Wisconsin
-$226K -6,100 Closed
Envestnet Asset Management
310
Envestnet Asset Management
Illinois
-$202K -5,445 Closed
CFGS
311
Concourse Financial Group Securities
Alabama
-$115K -2,847 Closed
DSC
312
Duncker Streett & Co
Missouri
-$89K -2,400 Closed
HWA
313
HHM Wealth Advisors
Tennessee
-$60.6K -1,634 Closed
LIA
314
Luken Investment Analytics
Tennessee
-$37.1K -1,000 Closed
GI
315
GAMMA Investing
California
-$29.7K -800 Closed
VHAM
316
Van Hulzen Asset Management
California
-$26K -700 Closed
CBT
317
CoreFirst Bank & Trust
Kansas
-$22.3K -600 Closed
SSB
318
Sandy Spring Bank
Maryland
-$21.7K -586 Closed
LDB
319
Lee, Danner & Bass
Tennessee
-$18.5K -500 Closed
SFGP
320
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$15.9K -428 Closed
CFB
321
Cullen/Frost Bankers
Texas
-$15.2K -411 Closed
MFG
322
Mendota Financial Group
Wisconsin
-$12.4K -334 Closed
BTI
323
Blue Trust Inc
Georgia
-$11.6K -312 Closed
ME
324
McIlrath & Eck
Washington
-$9.27K -250 Closed
FFO
325
Fortitude Family Office
Arizona
-$8.64K -233 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.