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AllianceBernstein

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: 284285 (+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: 32 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
VEA
76
Virtus ETF Advisers
New York
$816K -$46.9K -1,194 -5%
PI
77
PFG Investments
New York
$778K +$128K +3,256 +19%
KA
78
Kovack Advisors
Florida
$749K +$11.2K +286 +1%
CMI
79
Clare Market Investments
Texas
$749K +$785K +20,000 New
JFG
80
Jefferies Financial Group
New York
$749K +$785K +20,000 New
OA
81
Oak Associates
Ohio
$738K -$97.4K -2,481 -11%
KFGK
82
Keystone Financial Group (Kentucky)
Kentucky
$733K +$1.53K +39 +0.2%
SFA
83
Sequoia Financial Advisors
Ohio
$729K -$3.26K -83 -0.4%
US Bancorp
84
US Bancorp
Minnesota
$695K -$118K -3,000 -14%
FAM
85
Formidable Asset Management
Ohio
$693K -$8.01K -204 -1%
ZA
86
Zazove Associates
Nevada
$685K +$719K +18,300 New
Lido Advisors
87
Lido Advisors
California
$681K +$9.35K +238 +1%
OC
88
Oppenheimer & Co
New York
$656K -$7.58K -193 -1%
Truist Financial
89
Truist Financial
North Carolina
$640K +$9.11K +232 +1%
MA
90
Mutual Advisors
Nebraska
$636K +$1.3K +33 +0.2%
IMC Chicago
91
IMC Chicago
Illinois
$634K +$241K +6,142 +57%
JCFM
92
JBR Co Financial Management
Oklahoma
$631K
CIA
93
Concurrent Investment Advisors
Florida
$621K +$14.1K +358 +2%
SSG
94
Summit Securities Group
New York
$584K +$613K +15,600 New
RMC
95
Resources Management Corp
Connecticut
$582K
1L
96
10Elms LLP
Oklahoma
$579K
RIA
97
Rhodes Investment Advisors
Texas
$572K -$128K -3,250 -18%
DS
98
DRW Securities
Illinois
$560K +$588K +14,961 New
BWP
99
Baldwin Wealth Partners
Massachusetts
$544K -$118K -3,000 -17%
PFS
100
Prospera Financial Services
Texas
$543K +$356K +9,068 +167%

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.