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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
MAP
51
Moody Aldrich Partners
Massachusetts
$2.27M – – –
CAGAS
52
Capital Advisory Group Advisory Services
Minnesota
$2.14M +$460K +12,225 +28%
DEM
53
Disciplined Equity Management
Florida
$2.06M -$48.2K -1,280 -2%
ICA
54
Infrastructure Capital Advisors
New York
$1.87M +$181K +4,801 +11%
DMKJ
55
David M. Knott Jr
$1.84M – – –
PAG
56
Private Advisor Group
New Jersey
$1.8M +$77.9K +2,070 +5%
NFC
57
Northeast Financial Consultants
Connecticut
$1.78M – – –
CAM
58
Cacti Asset Management
Georgia
$1.72M – – –
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$1.72M +$1.69M +44,807 New
M&T Bank
60
M&T Bank
New York
$1.63M – – –
AC
61
Aristides Capital
Kentucky
$1.57M – – –
BFC
62
Blue Fin Capital
Rhode Island
$1.55M +$12.2K +324 +0.8%
SIA
63
Sit Investment Associates
Minnesota
$1.54M – – –
Mariner
64
Mariner
Kansas
$1.47M -$109K -2,904 -7%
Ameriprise
65
Ameriprise
Minnesota
$1.46M +$23.5K +625 +2%
Boston Partners
66
Boston Partners
Massachusetts
$1.44M -$43.9K -1,167 -3%
P
67
&Partners
Tennessee
$1.42M +$388K +10,302 +39%
DC
68
Davenport & Co
Virginia
$1.41M +$26.4K +700 +2%
AllianceBernstein
69
AllianceBernstein
Tennessee
$1.28M – – –
HighTower Advisors
70
HighTower Advisors
Illinois
$1.2M -$169K -4,484 -12%
CCM
71
Chilton Capital Management
Texas
$1.19M +$31.6K +838 +3%
RC
72
RBF Capital
California
$1.15M – – –
CIBC World Market
73
CIBC World Market
Ontario, Canada
$1.13M +$147K +3,896 +15%
MWM
74
Mission Wealth Management
California
$1.12M – – –
GS
75
GWN Securities
Florida
$1.11M +$1.05M +27,804 New
1 2
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.