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AllianceBernstein
AB

285 hedge funds and large institutions have $454M invested in AllianceBernstein in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 103 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 62

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

5% more call options, than puts

Call options by funds: $25.6M | Put options by funds: $24.3M

0% more funds holding

Funds holding: 284 → 285 (+1)

3.01% less ownership

Funds ownership: 16.14% → 13.13% (-3%)

20% less capital invested

Capital invested by funds: $566M → $454M (-$112M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
285
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
3.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
30
Increased
103
Reduced
62
Closed
25
Calls
$25.6M
Puts
$24.3M
Net Calls
+$1.27M
Net Calls Change
-$12.5M

Top Buyers

1
Invesco
Invesco
Georgia
+$5.03M
2
PEAK6
PEAK6
Illinois
+$3.33M
3
Wells Fargo
Wells Fargo
California
+$3.18M
4
Jane Street
Jane Street
New York
+$2.98M
5
N
Natixis
France
+$2.95M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$35.4M
2
Morgan Stanley
Morgan Stanley
New York
-$28.8M
3
Franklin Resources
Franklin Resources
California
-$14.8M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$11.8M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$8.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCMT
51
Highland Capital Management (Tennessee)
Tennessee
$1.56M -$7.27K -185 -0.4%
M&T Bank
52
M&T Bank
New York
$1.53M -$78.5K -2,000 -5%
SIA
53
Sit Investment Associates
Minnesota
$1.5M – – –
Ameriprise
54
Ameriprise
Minnesota
$1.5M -$1.06K -27 -0.1%
Citadel Advisors
55
Citadel Advisors
Florida
$1.5M -$6.25M -159,126 -80%
MB
56
MidFirst Bank
Oklahoma
$1.45M – – –
P
57
&Partners
Tennessee
$1.44M +$55.2K +1,406 +4%
HighTower Advisors
58
HighTower Advisors
Illinois
$1.37M -$55.4K -1,411 -4%
TI
59
Tidal Investments
Wisconsin
$1.2M +$1.26M +32,161 New
GI
60
GAMCO Investors
Connecticut
$1.19M – – –
AllianceBernstein
61
AllianceBernstein
Tennessee
$1.18M – – –
CCM
62
Chilton Capital Management
Texas
$1.18M – – –
AWM
63
Apollon Wealth Management
South Carolina
$1.17M +$274K +6,965 +29%
EH
64
Equitable Holdings
New York
$1.14M +$225K +5,723 +24%
RC
65
RBF Capital
California
$1.12M – – –
BCM
66
BluePath Capital Management
Georgia
$1.04M +$107K +2,736 +11%
FNT
67
First National Trust
Pennsylvania
$1M – – –
BFC
68
Blue Fin Capital
Rhode Island
$1M +$50.2K +1,279 +5%
LWM
69
Lifetime Wealth Management
Texas
$990K – – –
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$983K +$111K +2,833 +12%
WPEP
71
Walnut Private Equity Partners
Nebraska
$972K – – –
BAM
72
Belpointe Asset Management
Nevada
$971K +$550 +14 +0.1%
OIA
73
OneDigital Investment Advisors
Kansas
$918K +$40.2K +1,024 +4%
MWM
74
Mission Wealth Management
California
$905K -$203K -5,173 -18%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$884K +$231K +5,881 +33%
1 2
3
4 5

AB Hedge Fund Activity: Q1 2026 in Review

285 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q1 2026, worth a combined $454M — down 20% from $566M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AB positions and 25 closed out — a net gain of 5 holders — while 103 added to existing stakes and 62 trimmed.

The largest buyer was Invesco, adding an estimated $5.03M. The largest seller was Fidelity Investments, cutting an estimated $35.4M.

  • 285 institutional investors held AllianceBernstein (AB) as of Q1 2026, up from 284 in Q4 2025.
  • Funds reported $454M of AllianceBernstein stock for Q1 2026, down 20% quarter-over-quarter.
  • 30 funds opened new AllianceBernstein positions in Q1 2026 and 25 closed out, a net change of +5 holders.
  • The largest AllianceBernstein buyer in Q1 2026 was Invesco, an estimated $5.03M added.
  • The largest AllianceBernstein seller in Q1 2026 was Fidelity Investments, an estimated $35.4M sold.

Based on aggregated 13F filings for Q1 2026.