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AllianceBernstein

284 hedge funds and large institutions have $566M invested in AllianceBernstein in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

285% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $4.81M

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

6% more capital invested

Capital invested by funds: $535M → $566M (+$31.3M)

3.5% more ownership

Funds ownership: 12.65%16.14% (+3.5%)

3% more funds holding

Funds holding: 275284 (+9)

1% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 75

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
284
Holders Change
+9
Holders Change %
+3.27%
% of All Funds
3.45%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
38
Increased
76
Reduced
75
Closed
26
Calls
$18.5M
Puts
$4.81M
Net Calls
+$13.7M
Net Calls Change
+$4.25M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
101
Herold Advisors
New York
$604K
RMC
102
Resources Management Corp
Connecticut
$598K
HWM
103
HB Wealth Management
Georgia
$595K +$613K +15,462 New
1L
104
10Elms LLP
Oklahoma
$595K
WPA
105
Wealth Preservation Advisors
Tennessee
$580K
NCM
106
Northside Capital Management
Oregon
$555K +$31.7K +800 +6%
SDAM
107
Shulman DeMeo Asset Management
New York
$554K +$4.96K +125 +0.9%
FFL
108
Future Fund LLC
Illinois
$552K -$77.4K -1,953 -12%
PAG
109
Private Advisor Group
New Jersey
$548K -$872 -22 -0.2%
State of Tennessee, Department of Treasury
110
State of Tennessee, Department of Treasury
Tennessee
$543K +$506K +12,769 New
SBH
111
Segall Bryant & Hamill
Illinois
$539K -$3.96K -100 -0.7%
FMI
112
F/M Investments
District of Columbia
$518K
CH
113
Canton Hathaway
Rhode Island
$493K +$15.9K +400 +3%
SWP
114
Stratos Wealth Partners
Ohio
$479K -$29.3K -740 -6%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$475K -$13.2K -333 -3%
MCM
116
MAI Capital Management
Ohio
$471K -$5.99K -151 -1%
JWCA
117
J.W. Cole Advisors
Florida
$465K -$5.47K -138 -1%
BIG
118
Brookwood Investment Group
Arizona
$462K -$585K -14,749 -55%
Creative Planning
119
Creative Planning
Kansas
$462K -$124K -3,125 -21%
AF
120
Allworth Financial
California
$459K +$199K +5,023 +73%
SA
121
Sanctuary Advisors
Indiana
$459K -$22.6K -569 -5%
WIA
122
World Investment Advisors
California
$451K +$119K +3,007 +34%
IA
123
Integrity Alliance
Iowa
$451K +$464K +11,708 New
RWA
124
Redmont Wealth Advisors
Illinois
$438K
IAN
125
Integrated Advisors Network
Texas
$433K +$39.6K +1,000 +10%