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AllianceBernstein
AB

275 hedge funds and large institutions have $535M invested in AllianceBernstein in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 93 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $4.96M

58% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 59

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

0.23% more ownership

Funds ownership: 12.42% → 12.65% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% less funds holding

Funds holding: 276 → 275 (-1)

5% less capital invested

Capital invested by funds: $562M → $535M (-$27M)

Holders
275
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
3.61%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
93
Reduced
59
Closed
20
Calls
$14.4M
Puts
$4.96M
Net Calls
+$9.48M
Net Calls Change
+$1.05M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$12.4M
2
Citadel Advisors
Citadel Advisors
Florida
+$6.42M
3
Morgan Stanley
Morgan Stanley
New York
+$5.77M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$4.91M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$15.5M
2
Bank of America
Bank of America
North Carolina
-$4.59M
3
Jane Street
Jane Street
New York
-$3.13M
4
HIP
HUB Investment Partners
Texas
-$1.89M
5
FG
Formula Growth
Quebec, Canada
-$1.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
26
Nicola Wealth Management
British Columbia, Canada
$4.36M – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.87M +$222K +5,556 +6%
CCC
28
Chelsea Counsel Company
California
$3.64M -$2K -50 -0.1%
BNP Paribas Financial Markets
29
BNP Paribas Financial Markets
France
$3.39M +$1.22M +30,380 +52%
HF
30
HRT Financial
New York
$3.11M -$1.07M -26,672 -25%
WJWM
31
Williams Jones Wealth Management
New York
$3.1M -$20K -500 -0.6%
Goldman Sachs
32
Goldman Sachs
New York
$2.99M +$477K +11,911 +18%
JP Morgan Chase
33
JP Morgan Chase
New York
$2.92M +$222K +5,540 +8%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.69M -$75K -1,874 -3%
BRWA
35
B. Riley Wealth Advisors
Florida
$2.67M -$276K -6,889 -9%
Corient Private Wealth
36
Corient Private Wealth
Florida
$2.48M +$1.82M +45,409 +234%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$2.38M +$44.5K +1,112 +2%
ATC
38
Argent Trust Co
Tennessee
$2.36M -$15.6K -389 -0.6%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$2.36M +$76.6K +1,915 +3%
GF
40
Gabelli Funds
New York
$2.29M – – –
DEM
41
Disciplined Equity Management
Florida
$2.25M -$59.6K -1,490 -2%
MC
42
Moors & Cabot
Massachusetts
$2.04M -$266K -6,650 -11%
DMKJ
43
David M. Knott Jr
$1.83M – – –
CAM
44
Cacti Asset Management
Georgia
$1.7M – – –
HCMT
45
Highland Capital Management (Tennessee)
Tennessee
$1.66M +$338K +8,436 +24%
M&T Bank
46
M&T Bank
New York
$1.64M +$14K +351 +0.8%
Mariner
47
Mariner
Kansas
$1.62M +$131K +3,285 +8%
Boston Partners
48
Boston Partners
Massachusetts
$1.58M +$163K +4,068 +11%
AC
49
Aristides Capital
Kentucky
$1.56M – – –
SIA
50
Sit Investment Associates
Minnesota
$1.54M – – –
1
2
3 4 5

AB Hedge Fund Activity: Q3 2025 in Review

275 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q3 2025, worth a combined $535M — down 4.8% from $562M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AB positions and 20 closed out — a net gain of 3 holders — while 93 added to existing stakes and 59 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $12.4M. The largest seller was Fidelity Investments, cutting an estimated $15.5M.

  • 275 institutional investors held AllianceBernstein (AB) as of Q3 2025, down from 276 in Q2 2025.
  • Funds reported $535M of AllianceBernstein stock for Q3 2025, down 4.8% quarter-over-quarter.
  • 23 funds opened new AllianceBernstein positions in Q3 2025 and 20 closed out, a net change of +3 holders.
  • The largest AllianceBernstein buyer in Q3 2025 was Focus Partners Wealth, an estimated $12.4M added.
  • The largest AllianceBernstein seller in Q3 2025 was Fidelity Investments, an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2025.