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AllianceBernstein
AB

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: 291 → 291 (0)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$77.6M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$41.4M
3
UBS Group
UBS Group
Switzerland
+$25.4M
4
Bank of America
Bank of America
North Carolina
+$19.9M
5
6CM
683 Capital Management
New York
+$19.8M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$90.5M
2
American Century Companies
American Century Companies
Missouri
-$48.6M
3
Citigroup
Citigroup
New York
-$31.5M
4
N
Natixis
France
-$24.5M
5
CAM
Cresset Asset Management
Illinois
-$18.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MNA
26
Manning & Napier Advisors
New York
$6.67M -$224K -5,940 -3%
Osaic Holdings
27
Osaic Holdings
Arizona
$6.36M -$1.37M -36,394 -18%
NWM
28
Nicola Wealth Management
British Columbia, Canada
$5.94M – – –
EIP
29
Epoch Investment Partners
New York
$5.75M -$897K -23,822 -14%
DADC
30
D.A. Davidson & Co
Montana
$5.66M -$46.7K -1,241 -0.8%
Jane Street
31
Jane Street
New York
$5.61M +$4.14M +109,906 +301%
Nomura Holdings
32
Nomura Holdings
Japan
$5.24M +$2.52M +66,890 +96%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$4.99M -$111K -2,935 -2%
HKAM
34
Horizon Kinetics Asset Management
New York
$4.44M +$1.68M +44,699 +63%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$4.13M +$211K +5,599 +5%
JF
36
Jump Financial
Illinois
$3.84M +$2.66M +70,718 +239%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$3.39M -$174K -4,615 -5%
HM
38
Harvest Management
New York
$3.37M +$3.31M +87,916 New
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$3.25M +$503K +13,368 +19%
Wolverine Trading
40
Wolverine Trading
Illinois
$3.21M +$2.89M +76,733 +1,120%
WJWM
41
Williams Jones Wealth Management
New York
$3.19M -$22.6K -600 -0.7%
LOAME
42
Lombard Odier Asset Management (Europe)
United Kingdom
$3.06M – – –
AGM
43
Alpine Global Management
New York
$3.06M +$3.01M +79,979 New
KAS
44
Kestra Advisory Services
Texas
$3.02M -$758K -20,129 -20%
ATC
45
Argent Trust Co
Tennessee
$2.79M +$41.5K +1,102 +2%
GI
46
GAMCO Investors
Connecticut
$2.76M +$50.8K +1,350 +2%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$2.38M +$291K +7,727 +14%
MC
48
Moors & Cabot
Massachusetts
$2.37M +$117K +3,102 +5%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$2.34M +$208K +5,533 +10%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$2.28M -$324K -8,609 -13%
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3 4 5

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.