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AllianceBernstein

276 hedge funds and large institutions have $562M invested in AllianceBernstein in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 69 increasing their positions, 78 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $5.95M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less funds holding

Funds holding: 291276 (-15)

11.1% less ownership

Funds ownership: 23.52%12.42% (-11%)

12% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 78

30% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 43

44% less capital invested

Capital invested by funds: $996M → $562M (-$435M)

Holders
276
Holders Change
-15
Holders Change %
-5.15%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
69
Reduced
78
Closed
43
Calls
$14.4M
Puts
$5.95M
Net Calls
+$8.43M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
76
Ameritas Advisory Services
Nebraska
$901K -$23.5K -600 -3%
PIWA
77
Prevail Innovative Wealth Advisors
Kansas
$891K +$424K +10,803 +98%
BI
78
Bramshill Investments
Florida
$865K -$2.23K -57 -0.3%
FAM
79
Formidable Asset Management
Ohio
$855K
SFA
80
Sequoia Financial Advisors
Ohio
$829K +$6.27K +160 +0.8%
EH
81
Equitable Holdings
New York
$815K +$348K +8,869 +80%
Corient Private Wealth
82
Corient Private Wealth
Florida
$791K -$7.84K -200 -1%
BAM
83
Belpointe Asset Management
Nevada
$788K -$103K -2,639 -12%
KFGK
84
Keystone Financial Group (Kentucky)
Kentucky
$774K +$34.9K +890 +5%
OC
85
Oppenheimer & Co
New York
$730K -$82.1K -2,094 -10%
GRP
86
Global Retirement Partners
California
$722K +$693K +17,679 New
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$721K +$5.96K +152 +0.9%
BWP
88
Baldwin Wealth Partners
Massachusetts
$716K
DS
89
DRW Securities
Illinois
$713K +$685K +17,467 New
TW
90
TritonPoint Wealth
Maryland
$713K
CIA
91
Concurrent Investment Advisors
Florida
$705K +$18.2K +465 +3%
Truist Financial
92
Truist Financial
North Carolina
$684K +$1.84K +47 +0.3%
OIA
93
OneDigital Investment Advisors
Kansas
$661K +$74.8K +1,907 +13%
BCM
94
BluePath Capital Management
Georgia
$650K +$86.8K +2,215 +16%
HA
95
Herold Advisors
New York
$641K
AAS
96
Avantax Advisory Services
Texas
$639K -$31.9K -814 -5%
JIP
97
Jaffetilchin Investment Partners
Florida
$636K +$4.51K +115 +0.7%
RMC
98
Resources Management Corp
Connecticut
$635K -$6.86K -175 -1%
1L
99
10Elms LLP
Oklahoma
$631K
Lido Advisors
100
Lido Advisors
California
$623K -$78 -2 -0%

AB Hedge Fund Activity: Q2 2025 in Review

276 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q2 2025, worth a combined $562M — down 44% from $996M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of AB and 30 opened new positions — a net loss of 13 holders — while 78 trimmed existing stakes and 69 added.

The largest buyer was Cresset Asset Management, opening a new position worth an estimated $12.1M. The largest seller was Morgan Stanley, cutting an estimated $159M.

  • 276 institutional investors held AllianceBernstein (AB) as of Q2 2025, down from 291 in Q1 2025.
  • Funds reported $562M of AllianceBernstein stock for Q2 2025, down 44% quarter-over-quarter.
  • 30 funds opened new AllianceBernstein positions in Q2 2025 and 43 closed out, a net change of -13 holders.
  • The largest AllianceBernstein buyer in Q2 2025 was Cresset Asset Management, an estimated $12.1M added.
  • The largest AllianceBernstein seller in Q2 2025 was Morgan Stanley, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2025.