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AllianceBernstein

285 hedge funds and large institutions have $454M invested in AllianceBernstein in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 103 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 62

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

5% more call options, than puts

Call options by funds: $25.6M | Put options by funds: $24.3M

0% more funds holding

Funds holding: 284285 (+1)

3.01% less ownership

Funds ownership: 16.14%13.13% (-3%)

20% less capital invested

Capital invested by funds: $566M → $454M (-$112M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
285
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
3.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
30
Increased
103
Reduced
62
Closed
25
Calls
$25.6M
Puts
$24.3M
Net Calls
+$1.27M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TW
101
TritonPoint Wealth
Maryland
$542K -$157K -4,000 -22%
FFL
102
Future Fund LLC
Illinois
$541K +$3.65K +93 +0.6%
SBH
103
Segall Bryant & Hamill
Illinois
$524K
NCM
104
Northside Capital Management
Oregon
$510K -$31.4K -800 -6%
FMI
105
F/M Investments
District of Columbia
$504K
SDAM
106
Shulman DeMeo Asset Management
New York
$504K -$37K -943 -7%
SWP
107
Stratos Wealth Partners
Ohio
$500K +$36K +916 +7%
LAM
108
Lewis Asset Management
California
$491K +$515K +13,112 New
Jones Financial Companies
109
Jones Financial Companies
Missouri
$490K +$142K +3,609 +36%
LCS
110
Levin Capital Strategies
New York
$487K +$511K +13,000 New
CH
111
Canton Hathaway
Rhode Island
$479K
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$474K +$12.5K +319 +3%
MML Investors Services
113
MML Investors Services
Massachusetts
$468K -$130K -3,303 -21%
Creative Planning
114
Creative Planning
Kansas
$468K +$20.2K +515 +4%
JWCA
115
J.W. Cole Advisors
Florida
$465K +$13.7K +349 +3%
PHS
116
Pekin Hardy Strauss
Illinois
$463K +$242K +6,161 +99%
MCM
117
MAI Capital Management
Ohio
$459K +$393 +10 +0.1%
SA
118
Sanctuary Advisors
Indiana
$451K +$4.79K +122 +1%
BIG
119
Brookwood Investment Group
Arizona
$451K +$1.14K +29 +0.2%
HA
120
Herold Advisors
New York
$442K -$153K -3,900 -25%
WIA
121
World Investment Advisors
California
$439K +$118 +3 +0%
WWM
122
Western Wealth Management
Colorado
$436K +$79.5K +2,025 +21%
CIA
123
Capital Investment Advisors
Georgia
$422K +$48.4K +1,233 +12%
IAN
124
Integrated Advisors Network
Texas
$422K +$393 +10 +0.1%
IA
125
Integrity Alliance
Iowa
$421K -$18K -458 -4%

AB Hedge Fund Activity: Q1 2026 in Review

285 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q1 2026, worth a combined $454M — down 20% from $566M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AB positions and 25 closed out — a net gain of 5 holders — while 103 added to existing stakes and 62 trimmed.

The largest buyer was Invesco, adding an estimated $5.03M. The largest seller was Fidelity Investments, cutting an estimated $35.4M.

  • 285 institutional investors held AllianceBernstein (AB) as of Q1 2026, up from 284 in Q4 2025.
  • Funds reported $454M of AllianceBernstein stock for Q1 2026, down 20% quarter-over-quarter.
  • 30 funds opened new AllianceBernstein positions in Q1 2026 and 25 closed out, a net change of +5 holders.
  • The largest AllianceBernstein buyer in Q1 2026 was Invesco, an estimated $5.03M added.
  • The largest AllianceBernstein seller in Q1 2026 was Fidelity Investments, an estimated $35.4M sold.

Based on aggregated 13F filings for Q1 2026.