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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

0% less funds holding

Funds holding: 288287 (-1)

14% less capital invested

Capital invested by funds: $1.16B → $993M (-$162M)

18% less call options, than puts

Call options by funds: $21.2M | Put options by funds: $26M

Holders
287
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.2M
Puts
$26M
Net Calls
Net Calls Change

Top Sellers

1 -$92.1M
2 -$49.5M
3 -$32M
4
N
Natixis
France
-$24.5M
5
CAM
Cresset Asset Management
Illinois
-$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
101
Concurrent Investment Advisors
Florida
$643K
Truist Financial
102
Truist Financial
North Carolina
$640K
SSG
103
Summit Securities Group
New York
$640K
AAS
104
Avantax Advisory Services
Texas
$631K
HCMT
105
Highland Capital Management (Tennessee)
Tennessee
$630K
RMC
106
Resources Management Corp
Connecticut
$602K
HA
107
Herold Advisors
New York
$601K
VEA
108
Virtus ETF Advisers
New York
$598K
BIG
109
Brookwood Investment Group
Arizona
$594K
1L
110
10Elms LLP
Oklahoma
$592K
JIP
111
Jaffetilchin Investment Partners
Florida
$592K
Lido Advisors
112
Lido Advisors
California
$585K
WPA
113
Wealth Preservation Advisors
Tennessee
$577K
US Bancorp
114
US Bancorp
Minnesota
$560K
Mackenzie Financial
115
Mackenzie Financial
Ontario, Canada
$560K
OIA
116
OneDigital Investment Advisors
Kansas
$548K
SBH
117
Segall Bryant & Hamill
Illinois
$540K
SDAM
118
Shulman DeMeo Asset Management
New York
$539K
MA
119
Mutual Advisors
Nebraska
$537K
VA
120
Vident Advisory
Georgia
$516K
FMI
121
F/M Investments
District of Columbia
$516K
PCP
122
Proficio Capital Partners
Massachusetts
$514K
SIM
123
Sandia Investment Management
Massachusetts
$512K
SWP
124
Stratos Wealth Partners
Ohio
$508K
MCM
125
MAI Capital Management
Ohio
$507K