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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
PWM
301
Perigon Wealth Management
California
-$307K -8,001 Closed
AWS
302
Atria Wealth Solutions
New York
-$273K -7,134 Closed
Northern Trust
303
Northern Trust
Illinois
-$264K -6,879 Closed
IIA
304
IPG Investment Advisors
California
-$231K -6,025 Closed
KPWS
305
Kestra Private Wealth Services
Texas
-$226K -5,904 Closed
WT
306
Washington Trust
Rhode Island
-$119K -3,116 Closed
RMP
307
Richards, Merrill & Peterson
Washington
-$58K -1,515 Closed
OC
308
Oakworth Capital
Alabama
-$53.6K -1,400 Closed
MHIP
309
Mountain Hill Investment Partners
New Jersey
-$38.3K -1,000 Closed
SW
310
SVB Wealth
Massachusetts
-$31.6K -825 Closed
AG
311
AmeriFlex Group
Nevada
-$27.4K -714 Closed
PA
312
PSI Advisors
Florida
-$26.8K -700 Closed
CWM
313
Compass Wealth Management
Connecticut
-$19.2K -500 Closed
EPM
314
Equitec Proprietary Markets
Illinois
-$19.2K -500 Closed
CCM
315
Coldstream Capital Management
Washington
-$15.8K -411 Closed
PWAM
316
Private Wealth Asset Management
Iowa
-$15.3K -400 Closed
MG
317
Mather Group
Illinois
-$7.66K -200 Closed
PEAK6
318
PEAK6
Illinois
-$6.35K -162 Closed
BIG
319
Brooklyn Investment Group
New York
-$499 -13 Closed
LWANC
320
Laurel Wealth Advisors (North Carolina)
North Carolina
-$192 -5 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.