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AllianceBernstein
AB

285 hedge funds and large institutions have $454M invested in AllianceBernstein in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 103 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 62

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

5% more call options, than puts

Call options by funds: $25.6M | Put options by funds: $24.3M

0% more funds holding

Funds holding: 284 → 285 (+1)

3.01% less ownership

Funds ownership: 16.14% → 13.13% (-3%)

20% less capital invested

Capital invested by funds: $566M → $454M (-$112M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
285
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
3.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
30
Increased
103
Reduced
62
Closed
25
Calls
$25.6M
Puts
$24.3M
Net Calls
+$1.27M
Net Calls Change
-$12.5M

Top Buyers

1
Invesco
Invesco
Georgia
+$5.03M
2
PEAK6
PEAK6
Illinois
+$3.33M
3
Wells Fargo
Wells Fargo
California
+$3.18M
4
Jane Street
Jane Street
New York
+$2.98M
5
N
Natixis
France
+$2.95M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$35.4M
2
Morgan Stanley
Morgan Stanley
New York
-$28.8M
3
Franklin Resources
Franklin Resources
California
-$14.8M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$11.8M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$8.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
126
Nadler Financial Group
Illinois
$406K – – –
Cerity Partners
127
Cerity Partners
New York
$385K +$5.22K +133 +1%
ACM
128
Alessandra Capital Management
California
$385K +$43.2K +1,100 +12%
MCFP
129
Mallini Complete Financial Planning
Florida
$383K +$402K +10,236 New
SN
130
Sittner & Nelson
Oregon
$378K -$19.6K -500 -5%
CCA
131
Cadent Capital Advisors
Oklahoma
$377K – – –
NS
132
Northland Securities
Minnesota
$374K – – –
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$372K +$109K +2,784 +39%
FAOAI
134
Fund Advisors of America Inc
Florida
$371K +$20.5K +523 +6%
AFP
135
Ausdal Financial Partners
Iowa
$368K +$9.31K +237 +2%
HPM
136
Hudson Portfolio Management
New York
$354K – – –
HWM
137
HB Wealth Management
Georgia
$350K -$240K -6,104 -39%
ATC
138
Argent Trust Co
Tennessee
$349K -$2.07M -52,592 -85%
FFA
139
Farther Finance Advisors
California
$344K +$27.3K +694 +8%
VCM
140
Vivaldi Capital Management
Illinois
$339K +$16.4K +418 +5%
Chevy Chase Trust
141
Chevy Chase Trust
Maryland
$337K – – –
Franklin Resources
142
Franklin Resources
California
$336K -$14.8M -375,765 -98%
NA
143
NewEdge Advisors
Louisiana
$336K -$74K -1,883 -17%
STA
144
Summit Trail Advisors
New York
$328K – – –
JIC
145
Johnson Investment Counsel
Ohio
$327K -$66.8K -1,700 -16%
NB
146
Nicolet Bankshares
Wisconsin
$327K +$338K +8,598 New
MNBTD
147
Moody National Bank Trust Division
Texas
$323K +$5.7K +145 +2%
SLC
148
Second Line Capital
Louisiana
$320K -$5.89K -150 -2%
KF
149
Krilogy Financial
Missouri
$309K – – –
Mackenzie Financial
150
Mackenzie Financial
Ontario, Canada
$307K – – –
4 5
6
7 8

AB Hedge Fund Activity: Q1 2026 in Review

285 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q1 2026, worth a combined $454M — down 20% from $566M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AB positions and 25 closed out — a net gain of 5 holders — while 103 added to existing stakes and 62 trimmed.

The largest buyer was Invesco, adding an estimated $5.03M. The largest seller was Fidelity Investments, cutting an estimated $35.4M.

  • 285 institutional investors held AllianceBernstein (AB) as of Q1 2026, up from 284 in Q4 2025.
  • Funds reported $454M of AllianceBernstein stock for Q1 2026, down 20% quarter-over-quarter.
  • 30 funds opened new AllianceBernstein positions in Q1 2026 and 25 closed out, a net change of +5 holders.
  • The largest AllianceBernstein buyer in Q1 2026 was Invesco, an estimated $5.03M added.
  • The largest AllianceBernstein seller in Q1 2026 was Fidelity Investments, an estimated $35.4M sold.

Based on aggregated 13F filings for Q1 2026.