We are live on ! Find out more
AB icon

AllianceBernstein

284 hedge funds and large institutions have $566M invested in AllianceBernstein in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

285% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $4.81M

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

6% more capital invested

Capital invested by funds: $535M → $566M (+$31.3M)

3.5% more ownership

Funds ownership: 12.65%16.14% (+3.5%)

3% more funds holding

Funds holding: 275284 (+9)

1% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 75

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
284
Holders Change
+9
Holders Change %
+3.27%
% of All Funds
3.45%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
38
Increased
76
Reduced
75
Closed
26
Calls
$18.5M
Puts
$4.81M
Net Calls
+$13.7M
Net Calls Change
+$4.25M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
76
OneDigital Investment Advisors
Kansas
$904K +$204K +5,145 +28%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$901K +$116K +2,927 +14%
VEA
78
Virtus ETF Advisers
New York
$884K -$164K -4,137 -15%
OA
79
Oak Associates
Ohio
$854K -$47.6K -1,200 -5%
US Bancorp
80
US Bancorp
Minnesota
$830K +$325K +8,195 +61%
BI
81
Bramshill Investments
Florida
$802K +$5.51K +139 +0.7%
KA
82
Kovack Advisors
Florida
$758K +$781K +19,689 New
SFA
83
Sequoia Financial Advisors
Ohio
$752K -$36K -908 -4%
GRP
84
Global Retirement Partners
California
$751K +$62.9K +1,586 +9%
KFGK
85
Keystone Financial Group (Kentucky)
Kentucky
$729K -$1.15K -29 -0.2%
RIA
86
Rhodes Investment Advisors
Texas
$713K +$735K +18,525 New
TW
87
TritonPoint Wealth
Maryland
$711K -$119K -3,000 -14%
FAM
88
Formidable Asset Management
Ohio
$696K -$23.8K -600 -3%
Lido Advisors
89
Lido Advisors
California
$686K +$28.9K +728 +4%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$682K +$273K +6,883 +63%
OC
91
Oppenheimer & Co
New York
$682K -$127K -3,195 -15%
PI
92
PFG Investments
New York
$675K +$268K +6,757 +63%
BWP
93
Baldwin Wealth Partners
Massachusetts
$674K
EWA
94
EP Wealth Advisors
California
$662K +$682K +17,205 New
VA
95
Vident Advisory
Georgia
$659K -$49.9K -1,259 -7%
MA
96
Mutual Advisors
Nebraska
$653K +$1.15K +29 +0.2%
Truist Financial
97
Truist Financial
North Carolina
$648K -$5.63K -142 -0.8%
JCFM
98
JBR Co Financial Management
Oklahoma
$631K -$33.7K -850 -5%
CIA
99
Concurrent Investment Advisors
Florida
$624K +$1.94K +49 +0.3%
MML Investors Services
100
MML Investors Services
Massachusetts
$608K -$3.37K -85 -0.5%