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AllianceBernstein

287 hedge funds and large institutions have $993M invested in AllianceBernstein in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 83 increasing their positions, 66 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

0% less funds holding

Funds holding: 288287 (-1)

14% less capital invested

Capital invested by funds: $1.16B → $993M (-$162M)

18% less call options, than puts

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

Holders
287
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.2M
Puts
$26M
Net Calls
Net Calls Change

Top Sellers

1 -$92.1M
2 -$49.5M
3 -$32M
4
N
Natixis
France
-$24.5M
5
CAM
Cresset Asset Management
Illinois
-$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
126
Prospera Financial Services
Texas
$499K
Creative Planning
127
Creative Planning
Kansas
$470K
BIC
128
Beach Investment Counsel
Pennsylvania
$465K
JCFM
129
JBR Co Financial Management
Oklahoma
$461K
FFL
130
Future Fund LLC
Illinois
$453K
NERM
131
New England Research & Management
Illinois
$444K
AA
132
Ancora Advisors
Ohio
$442K
MA
133
MONECO Advisors
Connecticut
$437K
RWA
134
Redmont Wealth Advisors
Illinois
$436K
BA
135
Birinyi Associates
Connecticut
$430K
EH
136
Equitable Holdings
New York
$425K
PIWA
137
Prevail Innovative Wealth Advisors
Kansas
$422K
NFG
138
Nadler Financial Group
Illinois
$415K
IAN
139
Integrated Advisors Network
Texas
$409K
MML Investors Services
140
MML Investors Services
Massachusetts
$409K
CCC
141
Chelsea Counsel Company
California
$402K
JIC
142
Johnson Investment Counsel
Ohio
$400K
ZAM
143
Zevin Asset Management
Massachusetts
$395K
JIC
144
Joel Isaacson & Co
New York
$390K
CCA
145
Cadent Capital Advisors
Oklahoma
$386K
WS
146
Wedbush Securities
California
$373K
WWM
147
Western Wealth Management
Colorado
$368K
HPM
148
Hudson Portfolio Management
New York
$362K
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$359K
FHA
150
Flagship Harbor Advisors
Massachusetts
$356K