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AllianceBernstein

273 hedge funds and large institutions have $561M invested in AllianceBernstein in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 69 increasing their positions, 77 reducing their positions, and 44 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 funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

11.1% less ownership

Funds ownership: 23.51%12.4% (-11%)

32% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 44

44% less capital invested

Capital invested by funds: $996M → $561M (-$435M)

Holders
273
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
MA
101
Mutual Advisors
Nebraska
$618K
WPA
102
Wealth Preservation Advisors
Tennessee
$615K
Creative Planning
103
Creative Planning
Kansas
$599K
PFS
104
Prospera Financial Services
Texas
$587K
SDAM
105
Shulman DeMeo Asset Management
New York
$576K
SBH
106
Segall Bryant & Hamill
Illinois
$576K
NCM
107
Northside Capital Management
Oregon
$556K
JCFM
108
JBR Co Financial Management
Oklahoma
$555K
FMI
109
F/M Investments
District of Columbia
$550K
Mackenzie Financial
110
Mackenzie Financial
Ontario, Canada
$548K
FFL
111
Future Fund LLC
Illinois
$533K
SWP
112
Stratos Wealth Partners
Ohio
$527K
MCM
113
MAI Capital Management
Ohio
$515K
JWCA
114
J.W. Cole Advisors
Florida
$503K
PAG
115
Private Advisor Group
New Jersey
$502K
MML Investors Services
116
MML Investors Services
Massachusetts
$491K
AA
117
Ancora Advisors
Ohio
$472K
FFA
118
Farther Finance Advisors
California
$470K
SA
119
Sanctuary Advisors
Indiana
$470K
RWA
120
Redmont Wealth Advisors
Illinois
$464K
NFG
121
Nadler Financial Group
Illinois
$443K
Citadel Advisors
122
Citadel Advisors
Florida
$441K
MA
123
MONECO Advisors
Connecticut
$429K
IAN
124
Integrated Advisors Network
Texas
$427K
JIC
125
Johnson Investment Counsel
Ohio
$426K