We are live on ! Find out more
AB icon

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
LC
51
Lavaca Capital
Texas
$1.53M +$1.6M +40,061 New
Ameriprise
52
Ameriprise
Minnesota
$1.47M +$22.7K +566 +1%
DC
53
Davenport & Co
Virginia
$1.45M +$40K +1,000 +3%
P
54
&Partners
Tennessee
$1.41M -$51.4K -1,284 -3%
KAS
55
Kestra Advisory Services
Texas
$1.41M -$1.67M -41,800 -53%
CCM
56
Chilton Capital Management
Texas
$1.29M +$102K +2,543 +8%
AllianceBernstein
57
AllianceBernstein
Tennessee
$1.27M – – –
HighTower Advisors
58
HighTower Advisors
Illinois
$1.26M +$10.9K +273 +0.8%
GI
59
GAMCO Investors
Connecticut
$1.23M -$44K -1,100 -3%
MOS
60
MGO One Seven
Ohio
$1.23M +$168K +4,206 +15%
RC
61
RBF Capital
California
$1.15M – – –
MWM
62
Mission Wealth Management
California
$1.12M +$4K +100 +0.3%
PIWA
63
Prevail Innovative Wealth Advisors
Kansas
$1.08M +$263K +6,563 +30%
BAM
64
Belpointe Asset Management
Nevada
$1.06M +$339K +8,459 +44%
PCM
65
Payne Capital Management
New York
$1.05M +$1.1M +27,593 New
VEA
66
Virtus ETF Advisers
New York
$1.04M +$785K +19,606 +261%
FNT
67
First National Trust
Pennsylvania
$1.03M – – –
BIG
68
Brookwood Investment Group
Arizona
$1.02M -$23.2K -580 -2%
BFC
69
Blue Fin Capital
Rhode Island
$1.02M +$40 +1 +0%
WPEP
70
Walnut Private Equity Partners
Nebraska
$992K – – –
EIP
71
Epoch Investment Partners
New York
$957K – – –
FFA
72
First Foundation Advisors
California
$936K – – –
AWM
73
Apollon Wealth Management
South Carolina
$924K -$58.7K -1,467 -6%
OA
74
Oak Associates
Ohio
$894K -$12.7K -318 -1%
XT
75
XTX Topco
Cayman Islands
$856K -$520K -12,990 -37%
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.