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AllianceBernstein

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: 291291 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
76
MGO One Seven
Ohio
$1.1M +$41.3K +1,098 +4%
Focus Partners Wealth
77
Focus Partners Wealth
Massachusetts
$1.05M +$211K +5,604 +26%
FNT
78
First National Trust
Pennsylvania
$1.03M
CAG
79
Crestwood Advisors Group
Massachusetts
$1.01M -$9.85M -261,609 -91%
WPEP
80
Walnut Private Equity Partners
Nebraska
$994K
SA
81
Sanctuary Advisors
Indiana
$959K +$483K +12,818 +105%
FFA
82
First Foundation Advisors
California
$939K
OA
83
Oak Associates
Ohio
$882K -$7.27K -193 -0.8%
AAS
84
Ameritas Advisory Services
Nebraska
$868K -$54.2K -1,440 -6%
ATIA
85
American Trust Investment Advisors
New Hampshire
$864K +$93K +2,470 +12%
FAM
86
Formidable Asset Management
Ohio
$855K -$47.4K -1,260 -5%
BAM
87
Belpointe Asset Management
Nevada
$841K +$28.9K +768 +4%
CH
88
Canton Hathaway
Rhode Island
$823K +$357K +9,475 +79%
BI
89
Bramshill Investments
Florida
$814K +$904 +24 +0.1%
AWM
90
Apollon Wealth Management
South Carolina
$786K +$134K +3,552 +21%
SFA
91
Sequoia Financial Advisors
Ohio
$772K +$8.21K +218 +1%
CL
92
CSS LLC
Illinois
$770K +$757K +20,094 New
HF
93
HRT Financial
New York
$769K -$257K -6,833 -25%
OC
94
Oppenheimer & Co
New York
$765K -$144K -3,818 -16%
Corient Private Wealth
95
Corient Private Wealth
Florida
$750K -$48.9K -1,300 -6%
KFGK
96
Keystone Financial Group (Kentucky)
Kentucky
$725K +$256K +6,801 +59%
BG
97
Bahl & Gaynor
Ohio
$713K +$700K +18,600 New
SEI Investments
98
SEI Investments
Pennsylvania
$708K -$5.21M -138,262 -88%
BWP
99
Baldwin Wealth Partners
Massachusetts
$671K
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$671K +$46.2K +1,226 +8%

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.