AB icon

AllianceBernstein

270 hedge funds and large institutions have $546M invested in AllianceBernstein in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 75 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

11.37% less ownership

Funds ownership: 23.45%12.08% (-11%)

33% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 43

45% less capital invested

Capital invested by funds: $993M → $546M (-$447M)

Holders
270
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
$14.4M
Puts
$5.95M
Net Calls
Net Calls Change

Top Sellers

1 -$166M
2 -$40.7M
3 -$35.5M
4
Jennison Associates
Jennison Associates
New York
-$34.9M
5
Goldman Sachs
Goldman Sachs
New York
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
101
Wealth Preservation Advisors
Tennessee
$615K
Creative Planning
102
Creative Planning
Kansas
$599K
PFS
103
Prospera Financial Services
Texas
$587K
SDAM
104
Shulman DeMeo Asset Management
New York
$576K
SBH
105
Segall Bryant & Hamill
Illinois
$576K
NCM
106
Northside Capital Management
Oregon
$556K
JCFM
107
JBR Co Financial Management
Oklahoma
$555K
FMI
108
F/M Investments
District of Columbia
$550K
Mackenzie Financial
109
Mackenzie Financial
Ontario, Canada
$548K
FFL
110
Future Fund LLC
Illinois
$533K
SWP
111
Stratos Wealth Partners
Ohio
$527K
MCM
112
MAI Capital Management
Ohio
$515K
JWCA
113
J.W. Cole Advisors
Florida
$503K
PAG
114
Private Advisor Group
New Jersey
$502K
MML Investors Services
115
MML Investors Services
Massachusetts
$491K
AA
116
Ancora Advisors
Ohio
$472K
FFA
117
Farther Finance Advisors
California
$470K
NFG
118
Nadler Financial Group
Illinois
$443K
Citadel Advisors
119
Citadel Advisors
Florida
$441K
MA
120
MONECO Advisors
Connecticut
$429K
IAN
121
Integrated Advisors Network
Texas
$427K
JIC
122
Johnson Investment Counsel
Ohio
$426K
US Bancorp
123
US Bancorp
Minnesota
$424K
BA
124
Birinyi Associates
Connecticut
$419K
JIC
125
Joel Isaacson & Co
New York
$416K