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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
P
51
&Partners
Tennessee
$1.56M +$51.2K +1,306 +4%
Ameriprise
52
Ameriprise
Minnesota
$1.55M -$4.86K -124 -0.3%
Boston Partners
53
Boston Partners
Massachusetts
$1.52M -$14K -358 -1%
DC
54
Davenport & Co
Virginia
$1.51M +$11.8K +300 +0.8%
XT
55
XTX Topco
Cayman Islands
$1.44M +$1.08M +27,511 +349%
HCMT
56
Highland Capital Management (Tennessee)
Tennessee
$1.43M +$725K +18,482 +112%
AllianceBernstein
57
AllianceBernstein
Tennessee
$1.36M
GI
58
GAMCO Investors
Connecticut
$1.36M -$1.52M -38,800 -54%
HighTower Advisors
59
HighTower Advisors
Illinois
$1.33M +$44.4K +1,132 +4%
CCM
60
Chilton Capital Management
Texas
$1.27M
RC
61
RBF Capital
California
$1.22M
MWM
62
Mission Wealth Management
California
$1.19M
MOS
63
MGO One Seven
Ohio
$1.14M -$29.6K -755 -3%
BIG
64
Brookwood Investment Group
Arizona
$1.12M +$465K +11,849 +76%
Citigroup
65
Citigroup
New York
$1.11M +$985K +25,115 +1,256%
CH
66
Canton Hathaway
Rhode Island
$1.1M +$217K +5,525 +26%
Focus Partners Wealth
67
Focus Partners Wealth
Massachusetts
$1.1M -$21.4K -546 -2%
FNT
68
First National Trust
Pennsylvania
$1.1M
BFC
69
Blue Fin Capital
Rhode Island
$1.09M -$539K -13,755 -34%
CAG
70
Crestwood Advisors Group
Massachusetts
$1.08M +$39 +1 +0%
WPEP
71
Walnut Private Equity Partners
Nebraska
$1.06M
AWM
72
Apollon Wealth Management
South Carolina
$1.05M +$200K +5,107 +25%
EIP
73
Epoch Investment Partners
New York
$1.02M -$4.9M -125,104 -83%
FFA
74
First Foundation Advisors
California
$1M
OA
75
Oak Associates
Ohio
$968K +$27.1K +690 +3%

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.