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AllianceBernstein

275 hedge funds and large institutions have $535M invested in AllianceBernstein in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 93 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $4.96M

58% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 59

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

0.23% more ownership

Funds ownership: 12.42%12.65% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 276275 (-1)

5% less capital invested

Capital invested by funds: $562M → $535M (-$27M)

Holders
275
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
3.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
93
Reduced
59
Closed
20
Calls
$14.4M
Puts
$4.96M
Net Calls
+$9.48M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
EH
76
Equitable Holdings
New York
$829K +$69.1K +1,727 +9%
TW
77
TritonPoint Wealth
Maryland
$820K +$160K +4,000 +23%
BCM
78
BluePath Capital Management
Georgia
$812K +$213K +5,315 +33%
OC
79
Oppenheimer & Co
New York
$799K +$122K +3,037 +17%
BI
80
Bramshill Investments
Florida
$791K -$19.8K -495 -2%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$783K +$114K +2,841 +16%
SFA
82
Sequoia Financial Advisors
Ohio
$782K +$5.88K +147 +0.7%
FAM
83
Formidable Asset Management
Ohio
$768K -$140K -3,510 -16%
KFGK
84
Keystone Financial Group (Kentucky)
Kentucky
$739K -$7.68K -192 -1%
VA
85
Vident Advisory
Georgia
$703K +$736K +18,392 New
OIA
86
OneDigital Investment Advisors
Kansas
$702K +$86.4K +2,158 +13%
GRP
87
Global Retirement Partners
California
$685K +$9.85K +246 +1%
BWP
88
Baldwin Wealth Partners
Massachusetts
$670K
MA
89
Mutual Advisors
Nebraska
$665K +$101K +2,524 +18%
JCFM
90
JBR Co Financial Management
Oklahoma
$659K +$146K +3,646 +27%
Lido Advisors
91
Lido Advisors
California
$658K +$78K +1,950 +13%
Truist Financial
92
Truist Financial
North Carolina
$649K +$9.24K +231 +1%
FFL
93
Future Fund LLC
Illinois
$623K +$130K +3,255 +25%
CAG
94
Crestwood Advisors Group
Massachusetts
$622K -$406K -10,148 -38%
CIA
95
Concurrent Investment Advisors
Florida
$618K -$43.5K -1,087 -6%
MML Investors Services
96
MML Investors Services
Massachusetts
$608K +$155K +3,878 +32%
HA
97
Herold Advisors
New York
$600K
RMC
98
Resources Management Corp
Connecticut
$594K
1L
99
10Elms LLP
Oklahoma
$591K
Creative Planning
100
Creative Planning
Kansas
$578K +$18K +450 +3%

AB Hedge Fund Activity: Q3 2025 in Review

275 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q3 2025, worth a combined $535M — down 4.8% from $562M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AB positions and 20 closed out — a net gain of 3 holders — while 93 added to existing stakes and 59 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $12.4M. The largest seller was Fidelity Investments, cutting an estimated $15.5M.

  • 275 institutional investors held AllianceBernstein (AB) as of Q3 2025, down from 276 in Q2 2025.
  • Funds reported $535M of AllianceBernstein stock for Q3 2025, down 4.8% quarter-over-quarter.
  • 23 funds opened new AllianceBernstein positions in Q3 2025 and 20 closed out, a net change of +3 holders.
  • The largest AllianceBernstein buyer in Q3 2025 was Focus Partners Wealth, an estimated $12.4M added.
  • The largest AllianceBernstein seller in Q3 2025 was Fidelity Investments, an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2025.