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AllianceBernstein
AB

Overview Fund Activity

267 hedge funds and large institutions have $543M invested in AllianceBernstein in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 73 reducing their positions, and 43 closing their positions.

Holders
267
Holders Change
-20
Holders Change %
-6.97%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
71
Reduced
73
Closed
43
Calls
$5.91M
Puts
$4.39M
Net Calls
+$1.52M
Net Calls Change
+$6.28M

Top Buyers

1
HF
1
HRT Financial
New York
$4.42M
2
CCC
2
Chelsea Counsel Company
California
$3.89M
3
HKAM
3
Horizon Kinetics Asset Management
New York
$6.73M
4
FG
4
Formula Growth
Quebec, Canada
$1.76M
5
LPL Financial
5
LPL Financial
California
$17.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.3M
2
UBS Group
2
UBS Group
Switzerland
$11.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$99.9M
4
Jennison Associates
4
Jennison Associates
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$2.71M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
76
Ameritas Advisory Services
Nebraska
$901K 22,079 -600 -3%
PIWA
77
Prevail Innovative Wealth Advisors
Kansas
$891K 21,822 +10,803 +98%
BI
78
Bramshill Investments
Florida
$865K 21,187 -57 -0.3%
FAM
79
Formidable Asset Management
Ohio
$855K 22,320 – –
Corient Private Wealth
80
Corient Private Wealth
Florida
$835K 20,445 +865 +4%
SFA
81
Sequoia Financial Advisors
Ohio
$829K 20,308 +160 +0.8%
EH
82
Equitable Holdings
New York
$815K 19,973 +8,869 +80%
BAM
83
Belpointe Asset Management
Nevada
$788K 19,311 -2,639 -12%
KFGK
84
Keystone Financial Group (Kentucky)
Kentucky
$774K 19,169 +890 +5%
OC
85
Oppenheimer & Co
New York
$730K 17,876 -2,094 -10%
GRP
86
Global Retirement Partners
California
$722K 17,679 +17,679 New
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$721K 17,654 +152 +0.9%
BWP
88
Baldwin Wealth Partners
Massachusetts
$716K 17,525 – –
DS
89
DRW Securities
Illinois
$713K 17,467 +17,467 New
TW
90
TritonPoint Wealth
Maryland
$713K 17,466 – –
CIA
91
Concurrent Investment Advisors
Florida
$705K 17,256 +465 +3%
Truist Financial
92
Truist Financial
North Carolina
$684K 16,760 +47 +0.3%
OIA
93
OneDigital Investment Advisors
Kansas
$661K 16,201 +1,907 +13%
HA
94
Herold Advisors
New York
$641K 15,700 – –
AAS
95
Avantax Advisory Services
Texas
$639K 15,644 -814 -5%
JIP
96
Jaffetilchin Investment Partners
Florida
$636K 15,571 +115 +0.7%
RMC
97
Resources Management Corp
Connecticut
$635K 15,550 -175 -1%
1L
98
10Elms LLP
Oklahoma
$631K 15,460 – –
Lido Advisors
99
Lido Advisors
California
$623K 15,267 -2 -0%
MA
100
Mutual Advisors
Nebraska
$618K 14,405 +126 +0.9%
2 3
4
5 6