We are live on ! Find out more
AB icon

AllianceBernstein

275 hedge funds and large institutions have $535M invested in AllianceBernstein in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 93 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $4.96M

58% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 59

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

0.23% more ownership

Funds ownership: 12.42%12.65% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 276275 (-1)

5% less capital invested

Capital invested by funds: $562M → $535M (-$27M)

Holders
275
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
3.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
93
Reduced
59
Closed
20
Calls
$14.4M
Puts
$4.96M
Net Calls
+$9.48M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
101
Wealth Preservation Advisors
Tennessee
$576K
SDAM
102
Shulman DeMeo Asset Management
New York
$545K +$6.28K +157 +1%
PAG
103
Private Advisor Group
New Jersey
$545K +$79K +1,975 +16%
SBH
104
Segall Bryant & Hamill
Illinois
$539K
NCM
105
Northside Capital Management
Oregon
$521K
FMI
106
F/M Investments
District of Columbia
$515K
US Bancorp
107
US Bancorp
Minnesota
$511K +$120K +3,000 +29%
SWP
108
Stratos Wealth Partners
Ohio
$504K +$11.6K +289 +2%
NPT
109
National Philanthropic Trust
Pennsylvania
$497K
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$484K +$148K +3,697 +41%
SA
111
Sanctuary Advisors
Indiana
$478K +$40.1K +1,002 +9%
FIC
112
FCG Investment Company
Tennessee
$476K +$143K +3,582 +40%
CH
113
Canton Hathaway
Rhode Island
$474K -$584K -14,600 -54%
MCM
114
MAI Capital Management
Ohio
$474K -$9.13K -228 -2%
JWCA
115
J.W. Cole Advisors
Florida
$467K -$4.28K -107 -0.9%
Simplex Trading
116
Simplex Trading
Illinois
$461K +$446K +11,153 +1,224%
JIP
117
Jaffetilchin Investment Partners
Florida
$445K -$157K -3,921 -25%
RWA
118
Redmont Wealth Advisors
Illinois
$435K
Northern Trust
119
Northern Trust
Illinois
$424K +$444K +11,102 New
WS
120
Wedbush Securities
California
$417K +$89K +2,225 +26%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$414K +$434K +10,841 New
NFG
122
Nadler Financial Group
Illinois
$414K
PI
123
PFG Investments
New York
$412K +$34.1K +853 +9%
FHA
124
Flagship Harbor Advisors
Massachusetts
$411K +$63.2K +1,579 +17%
JF
125
Jump Financial
Illinois
$410K +$429K +10,727 New

AB Hedge Fund Activity: Q3 2025 in Review

275 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q3 2025, worth a combined $535M — down 4.8% from $562M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AB positions and 20 closed out — a net gain of 3 holders — while 93 added to existing stakes and 59 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $12.4M. The largest seller was Fidelity Investments, cutting an estimated $15.5M.

  • 275 institutional investors held AllianceBernstein (AB) as of Q3 2025, down from 276 in Q2 2025.
  • Funds reported $535M of AllianceBernstein stock for Q3 2025, down 4.8% quarter-over-quarter.
  • 23 funds opened new AllianceBernstein positions in Q3 2025 and 20 closed out, a net change of +3 holders.
  • The largest AllianceBernstein buyer in Q3 2025 was Focus Partners Wealth, an estimated $12.4M added.
  • The largest AllianceBernstein seller in Q3 2025 was Fidelity Investments, an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2025.