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AllianceBernstein

276 hedge funds and large institutions have $562M invested in AllianceBernstein in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 69 increasing their positions, 78 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $5.95M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less funds holding

Funds holding: 291276 (-15)

11.1% less ownership

Funds ownership: 23.52%12.42% (-11%)

12% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 78

30% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 43

44% less capital invested

Capital invested by funds: $996M → $562M (-$435M)

Holders
276
Holders Change
-15
Holders Change %
-5.15%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
69
Reduced
78
Closed
43
Calls
$14.4M
Puts
$5.95M
Net Calls
+$8.43M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
101
Mutual Advisors
Nebraska
$618K +$4.94K +126 +0.9%
WPA
102
Wealth Preservation Advisors
Tennessee
$615K
Creative Planning
103
Creative Planning
Kansas
$599K +$93.9K +2,394 +20%
PFS
104
Prospera Financial Services
Texas
$587K +$52.7K +1,343 +10%
SDAM
105
Shulman DeMeo Asset Management
New York
$576K +$1.92K +49 +0.3%
SBH
106
Segall Bryant & Hamill
Illinois
$576K
NCM
107
Northside Capital Management
Oregon
$556K +$534K +13,625 New
JCFM
108
JBR Co Financial Management
Oklahoma
$555K +$61.6K +1,572 +13%
FMI
109
F/M Investments
District of Columbia
$550K
Mackenzie Financial
110
Mackenzie Financial
Ontario, Canada
$548K -$46.7K -1,190 -8%
FFL
111
Future Fund LLC
Illinois
$533K +$47.4K +1,209 +10%
NPT
112
National Philanthropic Trust
Pennsylvania
$531K
SWP
113
Stratos Wealth Partners
Ohio
$527K -$13.6K -346 -3%
MCM
114
MAI Capital Management
Ohio
$515K -$23.9K -610 -5%
JWCA
115
J.W. Cole Advisors
Florida
$503K +$186K +4,748 +63%
PAG
116
Private Advisor Group
New Jersey
$502K -$1.36M -34,648 -74%
MML Investors Services
117
MML Investors Services
Massachusetts
$491K +$52.3K +1,335 +12%
AA
118
Ancora Advisors
Ohio
$472K
FFA
119
Farther Finance Advisors
California
$470K +$180K +4,599 +67%
SA
120
Sanctuary Advisors
Indiana
$470K -$530K -13,518 -54%
RWA
121
Redmont Wealth Advisors
Illinois
$464K
NFG
122
Nadler Financial Group
Illinois
$443K
Citadel Advisors
123
Citadel Advisors
Florida
$441K -$21.2M -540,557 -98%
MA
124
MONECO Advisors
Connecticut
$429K -$36K -919 -8%
IAN
125
Integrated Advisors Network
Texas
$427K -$9.41K -240 -2%

AB Hedge Fund Activity: Q2 2025 in Review

276 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q2 2025, worth a combined $562M — down 44% from $996M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of AB and 30 opened new positions — a net loss of 13 holders — while 78 trimmed existing stakes and 69 added.

The largest buyer was Cresset Asset Management, opening a new position worth an estimated $12.1M. The largest seller was Morgan Stanley, cutting an estimated $159M.

  • 276 institutional investors held AllianceBernstein (AB) as of Q2 2025, down from 291 in Q1 2025.
  • Funds reported $562M of AllianceBernstein stock for Q2 2025, down 44% quarter-over-quarter.
  • 30 funds opened new AllianceBernstein positions in Q2 2025 and 43 closed out, a net change of -13 holders.
  • The largest AllianceBernstein buyer in Q2 2025 was Cresset Asset Management, an estimated $12.1M added.
  • The largest AllianceBernstein seller in Q2 2025 was Morgan Stanley, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2025.