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AllianceBernstein

291 hedge funds and large institutions have $996M invested in AllianceBernstein in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 85 increasing their positions, 66 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 66

10% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 41

0.77% more ownership

Funds ownership: 22.74%23.52% (+0.77%)

0% more funds holding

Funds holding: 291291 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

14% less capital invested

Capital invested by funds: $1.16B → $996M (-$165M)

18% less call options, than puts

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

Holders
291
Holders Change
Holders Change %
0%
% 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
85
Reduced
66
Closed
41
Calls
$21.2M
Puts
$26M
Net Calls
-$4.76M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TW
101
TritonPoint Wealth
Maryland
$669K
CIA
102
Concurrent Investment Advisors
Florida
$643K +$74.4K +1,976 +13%
Truist Financial
103
Truist Financial
North Carolina
$640K -$262K -6,966 -29%
SSG
104
Summit Securities Group
New York
$640K +$587K +15,600 +1,418%
AAS
105
Avantax Advisory Services
Texas
$631K -$10.2K -272 -2%
HCMT
106
Highland Capital Management (Tennessee)
Tennessee
$630K
RMC
107
Resources Management Corp
Connecticut
$602K
HA
108
Herold Advisors
New York
$601K
VEA
109
Virtus ETF Advisers
New York
$598K +$588K +15,613 New
BIG
110
Brookwood Investment Group
Arizona
$594K +$583K +15,495 New
1L
111
10Elms LLP
Oklahoma
$592K -$19.2K -511 -3%
JIP
112
Jaffetilchin Investment Partners
Florida
$592K +$197K +5,236 +51%
Lido Advisors
113
Lido Advisors
California
$585K -$1.79M -47,496 -76%
WPA
114
Wealth Preservation Advisors
Tennessee
$577K +$567K +15,061 New
US Bancorp
115
US Bancorp
Minnesota
$560K +$168K +4,465 +44%
Mackenzie Financial
116
Mackenzie Financial
Ontario, Canada
$560K +$550K +14,620 New
OIA
117
OneDigital Investment Advisors
Kansas
$548K +$538K +14,294 New
SBH
118
Segall Bryant & Hamill
Illinois
$540K
SDAM
119
Shulman DeMeo Asset Management
New York
$539K +$8.7K +231 +2%
MA
120
Mutual Advisors
Nebraska
$537K +$1.32K +35 +0.2%
BCM
121
BluePath Capital Management
Georgia
$525K +$516K +13,715 New
VA
122
Vident Advisory
Georgia
$516K +$507K +13,467 New
FMI
123
F/M Investments
District of Columbia
$516K
PCP
124
Proficio Capital Partners
Massachusetts
$514K +$503K +13,355 New
SIM
125
Sandia Investment Management
Massachusetts
$512K +$503K +13,355 New

AB Hedge Fund Activity: Q1 2025 in Review

291 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q1 2025, worth a combined $996M — down 14% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AB positions and 41 closed out — a net gain of 4 holders — while 85 added to existing stakes and 66 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $77.6M. The largest seller was JP Morgan Chase, cutting an estimated $90.5M.

  • 291 institutional investors held AllianceBernstein (AB) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $996M of AllianceBernstein stock for Q1 2025, down 14% quarter-over-quarter.
  • 45 funds opened new AllianceBernstein positions in Q1 2025 and 41 closed out, a net change of +4 holders.
  • The largest AllianceBernstein buyer in Q1 2025 was Morgan Stanley, an estimated $77.6M added.
  • The largest AllianceBernstein seller in Q1 2025 was JP Morgan Chase, an estimated $90.5M sold.

Based on aggregated 13F filings for Q1 2025.