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AllianceBernstein
AB

Overview Fund Activity

269 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, 71 increasing their positions, 74 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-18
Holders Change %
-6.27%
% 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
29
Increased
71
Reduced
74
Closed
43
Calls
$14.4M
Puts
$5.95M
Net Calls
+$8.43M
Net Calls Change
+$13.2M

Top Buyers

1
HF
1
HRT Financial
New York
$4.42M
2
CCC
2
Chelsea Counsel Company
California
$3.89M
3
HKAM
3
Horizon Kinetics Asset Management
New York
$6.73M
4
FG
4
Formula Growth
Quebec, Canada
$1.76M
5
LPL Financial
5
LPL Financial
California
$17.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.3M
2
UBS Group
2
UBS Group
Switzerland
$11.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$99.9M
4
Jennison Associates
4
Jennison Associates
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
126
Cadent Capital Advisors
Oklahoma
$412K – – –
PI
127
PFG Investments
New York
$405K +$162K +3,965 +67%
NERM
128
New England Research & Management
Illinois
$404K -$69.4K -1,700 -15%
WWM
129
Western Wealth Management
Colorado
$392K +$204 +5 +0.1%
SEI Investments
130
SEI Investments
Pennsylvania
$390K -$364K -8,925 -48%
ACA
131
Aptus Capital Advisors
Alabama
$389K +$46.7K +1,144 +14%
HPM
132
Hudson Portfolio Management
New York
$386K – – –
MCFP
133
Mallini Complete Financial Planning
Florida
$381K -$355K – –
SLC
134
Second Line Capital
Louisiana
$379K +$46.5K +1,140 +14%
FHA
135
Flagship Harbor Advisors
Massachusetts
$375K -$4.7K -115 -1%
IAA
136
Independent Advisor Alliance
North Carolina
$373K +$31.7K +776 +9%
Chevy Chase Trust
137
Chevy Chase Trust
Maryland
$367K – – –
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$366K -$16.6K -406 -4%
SIMG
139
Sonora Investment Management Group
Arizona
$364K +$3.23K +79 +0.9%
FIC
140
FCG Investment Company
Tennessee
$362K +$362K +8,873 New
FCH
141
Freestone Capital Holdings
Washington
$359K – – –
STA
142
Summit Trail Advisors
New York
$357K – – –
WIA
143
World Investment Advisors
California
$356K – – –
WS
144
Wedbush Securities
California
$354K -$42.8K -1,050 -11%
SOW
145
State of Wyoming
Wyoming
$351K -$11K -269 -3%
NAS
146
Nicolet Advisory Services
Wisconsin
$349K – – –
MNBTD
147
Moody National Bank Trust Division
Texas
$343K +$3.1K +76 +0.9%
Group One Trading
148
Group One Trading
Illinois
$343K +$343K +8,391 New
SN
149
Sittner & Nelson
Oregon
$331K – – –
OCM
150
One Capital Management
California
$328K – – –
4 5
6
7 8