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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
CCC
26
Chelsea Counsel Company
California
$3.89M +$3.33M +84,830 +808%
WJWM
27
Williams Jones Wealth Management
New York
$3.33M -$66.6K -1,700 -2%
KAS
28
Kestra Advisory Services
Texas
$3.21M -$1.96K -50 -0.1%
Jane Street
29
Jane Street
New York
$3.2M -$2.67M -68,115 -47%
BRWA
30
B. Riley Wealth Advisors
Florida
$3.13M +$3.01M +76,786 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$2.95M +$407K +10,370 +17%
JP Morgan Chase
32
JP Morgan Chase
New York
$2.89M -$16.6M -424,665 -86%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.88M -$10M -256,095 -78%
Goldman Sachs
34
Goldman Sachs
New York
$2.71M -$33.3M -850,264 -93%
ATC
35
Argent Trust Co
Tennessee
$2.54M -$417K -10,649 -15%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$2.5M +$4.71K +120 +0.2%
DEM
37
Disciplined Equity Management
Florida
$2.46M +$254K +6,490 +12%
MC
38
Moors & Cabot
Massachusetts
$2.46M -$70.8K -1,806 -3%
GF
39
Gabelli Funds
New York
$2.45M -$5.29M -135,000 -69%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$2.44M +$16.7K +427 +0.7%
MAP
41
Moody Aldrich Partners
Massachusetts
$2.42M
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$2.38M -$1.04M -26,535 -31%
DMKJ
43
David M. Knott Jr
$1.96M
NFC
44
Northeast Financial Consultants
Connecticut
$1.89M
CAM
45
Cacti Asset Management
Georgia
$1.81M
FG
46
Formula Growth
Quebec, Canada
$1.76M +$1.69M +43,090 New
M&T Bank
47
M&T Bank
New York
$1.74M
AC
48
Aristides Capital
Kentucky
$1.67M
SIA
49
Sit Investment Associates
Minnesota
$1.64M
Mariner
50
Mariner
Kansas
$1.6M +$33.8K +862 +2%

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.