AB icon

AllianceBernstein

287 hedge funds and large institutions have $993M invested in AllianceBernstein in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 83 increasing their positions, 66 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-1
Holders Change %
-0.35%
% 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
83
Reduced
66
Closed
40
Calls
$21.2M
Puts
$26M
Net Calls
-$4.76M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Focus Partners Wealth
76
Focus Partners Wealth
Massachusetts
$1.05M +$215K +5,604 +26%
FNT
77
First National Trust
Pennsylvania
$1.03M
CAG
78
Crestwood Advisors Group
Massachusetts
$1.01M -$10M -261,609 -91%
WPEP
79
Walnut Private Equity Partners
Nebraska
$994K
FFA
80
First Foundation Advisors
California
$939K
BCM
81
BluePath Capital Management
Georgia
$892K +$892K +23,283 New
OA
82
Oak Associates
Ohio
$882K -$7.39K -193 -0.8%
AAS
83
Ameritas Advisory Services
Nebraska
$868K -$55.1K -1,440 -6%
ATIA
84
American Trust Investment Advisors
New Hampshire
$864K +$94.6K +2,470 +12%
FAM
85
Formidable Asset Management
Ohio
$855K -$48.3K -1,260 -5%
BAM
86
Belpointe Asset Management
Nevada
$841K +$29.4K +768 +4%
CH
87
Canton Hathaway
Rhode Island
$823K +$363K +9,475 +79%
BI
88
Bramshill Investments
Florida
$814K +$919 +24 +0.1%
AWM
89
Apollon Wealth Management
South Carolina
$786K +$136K +3,552 +21%
SFA
90
Sequoia Financial Advisors
Ohio
$772K +$8.35K +218 +1%
CL
91
CSS LLC
Illinois
$770K +$770K +20,094 New
HF
92
HRT Financial
New York
$769K -$261K -6,833 -25%
OC
93
Oppenheimer & Co
New York
$765K -$146K -3,818 -16%
Corient Private Wealth
94
Corient Private Wealth
Florida
$750K -$49.8K -1,300 -6%
KFGK
95
Keystone Financial Group (Kentucky)
Kentucky
$725K +$270K +6,801 +59%
BG
96
Bahl & Gaynor
Ohio
$713K +$713K +18,600 New
SEI Investments
97
SEI Investments
Pennsylvania
$708K -$5.3M -138,262 -88%
BWP
98
Baldwin Wealth Partners
Massachusetts
$671K
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$671K +$47K +1,226 +8%
TW
100
TritonPoint Wealth
Maryland
$669K