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AllianceBernstein

291 hedge funds and large institutions have $996M invested in AllianceBernstein in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 85 increasing their positions, 66 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 66

10% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 41

0.77% more ownership

Funds ownership: 22.74%23.52% (+0.77%)

0% more funds holding

Funds holding: 291291 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

14% less capital invested

Capital invested by funds: $1.16B → $996M (-$165M)

18% less call options, than puts

Call options by funds: $21.2M | Put options by funds: $26M

Holders
291
Holders Change
Holders Change %
0%
% of All Funds
3.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
45
Increased
85
Reduced
66
Closed
41
Calls
$21.2M
Puts
$26M
Net Calls
-$4.76M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
126
Stratos Wealth Partners
Ohio
$508K -$649K -17,234 -57%
MCM
127
MAI Capital Management
Ohio
$507K +$27.9K +741 +6%
PFS
128
Prospera Financial Services
Texas
$499K -$7.53K -200 -2%
NPT
129
National Philanthropic Trust
Pennsylvania
$498K
Creative Planning
130
Creative Planning
Kansas
$470K -$103K -2,737 -18%
BIC
131
Beach Investment Counsel
Pennsylvania
$465K
JCFM
132
JBR Co Financial Management
Oklahoma
$461K +$17.4K +462 +4%
FFL
133
Future Fund LLC
Illinois
$453K +$446K +11,835 New
NERM
134
New England Research & Management
Illinois
$444K -$164K -4,350 -27%
AA
135
Ancora Advisors
Ohio
$442K
MA
136
MONECO Advisors
Connecticut
$437K +$23K +612 +6%
RWA
137
Redmont Wealth Advisors
Illinois
$436K
BA
138
Birinyi Associates
Connecticut
$430K +$1.51K +40 +0.4%
EH
139
Equitable Holdings
New York
$425K +$120K +3,196 +40%
PIWA
140
Prevail Innovative Wealth Advisors
Kansas
$422K +$415K +11,019 New
NFG
141
Nadler Financial Group
Illinois
$415K
IAN
142
Integrated Advisors Network
Texas
$409K +$9.04K +240 +2%
MML Investors Services
143
MML Investors Services
Massachusetts
$409K -$16.7K -443 -4%
CCC
144
Chelsea Counsel Company
California
$402K +$395K +10,500 New
JIC
145
Johnson Investment Counsel
Ohio
$400K
ZAM
146
Zevin Asset Management
Massachusetts
$395K
JIC
147
Joel Isaacson & Co
New York
$390K +$10.6K +281 +3%
CCA
148
Cadent Capital Advisors
Oklahoma
$386K
WS
149
Wedbush Securities
California
$373K -$39.2K -1,040 -10%
WWM
150
Western Wealth Management
Colorado
$368K -$5.38K -143 -1%

AB Hedge Fund Activity: Q1 2025 in Review

291 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q1 2025, worth a combined $996M — down 14% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AB positions and 41 closed out — a net gain of 4 holders — while 85 added to existing stakes and 66 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $77.6M. The largest seller was JP Morgan Chase, cutting an estimated $90.5M.

  • 291 institutional investors held AllianceBernstein (AB) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $996M of AllianceBernstein stock for Q1 2025, down 14% quarter-over-quarter.
  • 45 funds opened new AllianceBernstein positions in Q1 2025 and 41 closed out, a net change of +4 holders.
  • The largest AllianceBernstein buyer in Q1 2025 was Morgan Stanley, an estimated $77.6M added.
  • The largest AllianceBernstein seller in Q1 2025 was JP Morgan Chase, an estimated $90.5M sold.

Based on aggregated 13F filings for Q1 2025.