AB icon

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
Holders
287
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
3.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
45
Increased
83
Reduced
66
Closed
40
Calls
$21.2M
Puts
$26M
Net Calls
-$4.76M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
101
Concurrent Investment Advisors
Florida
$643K +$75.7K +1,976 +13%
Truist Financial
102
Truist Financial
North Carolina
$640K -$267K -6,966 -29%
SSG
103
Summit Securities Group
New York
$640K +$598K +15,600 +1,418%
AAS
104
Avantax Advisory Services
Texas
$631K -$10.4K -272 -2%
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 +$598K +15,613 New
BIG
109
Brookwood Investment Group
Arizona
$594K +$594K +15,495 New
1L
110
10Elms LLP
Oklahoma
$592K -$19.6K -511 -3%
JIP
111
Jaffetilchin Investment Partners
Florida
$592K +$201K +5,236 +51%
Lido Advisors
112
Lido Advisors
California
$585K -$1.82M -47,496 -76%
WPA
113
Wealth Preservation Advisors
Tennessee
$577K +$577K +15,061 New
US Bancorp
114
US Bancorp
Minnesota
$560K +$171K +4,465 +44%
Mackenzie Financial
115
Mackenzie Financial
Ontario, Canada
$560K +$560K +14,620 New
OIA
116
OneDigital Investment Advisors
Kansas
$548K +$548K +14,294 New
SBH
117
Segall Bryant & Hamill
Illinois
$540K
SDAM
118
Shulman DeMeo Asset Management
New York
$539K +$8.85K +231 +2%
MA
119
Mutual Advisors
Nebraska
$537K +$1.32K +35 +0.2%
VA
120
Vident Advisory
Georgia
$516K +$516K +13,467 New
FMI
121
F/M Investments
District of Columbia
$516K
PCP
122
Proficio Capital Partners
Massachusetts
$514K +$514K +13,355 New
SIM
123
Sandia Investment Management
Massachusetts
$512K +$512K +13,355 New
SWP
124
Stratos Wealth Partners
Ohio
$508K -$660K -17,234 -57%
MCM
125
MAI Capital Management
Ohio
$507K +$28.4K +741 +6%