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AllianceBernstein

276 hedge funds and large institutions have $562M invested in AllianceBernstein in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 69 increasing their positions, 78 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $5.95M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less funds holding

Funds holding: 291276 (-15)

11.1% less ownership

Funds ownership: 23.52%12.42% (-11%)

12% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 78

30% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 43

44% less capital invested

Capital invested by funds: $996M → $562M (-$435M)

Holders
276
Holders Change
-15
Holders Change %
-5.15%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
69
Reduced
78
Closed
43
Calls
$14.4M
Puts
$5.95M
Net Calls
+$8.43M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
126
Johnson Investment Counsel
Ohio
$426K
US Bancorp
127
US Bancorp
Minnesota
$424K -$166K -4,240 -29%
BA
128
Birinyi Associates
Connecticut
$419K -$38.1K -971 -9%
JIC
129
Joel Isaacson & Co
New York
$416K
CCA
130
Cadent Capital Advisors
Oklahoma
$412K
PI
131
PFG Investments
New York
$405K +$155K +3,965 +67%
NERM
132
New England Research & Management
Illinois
$404K -$66.6K -1,700 -15%
WWM
133
Western Wealth Management
Colorado
$392K +$196 +5 +0.1%
SEI Investments
134
SEI Investments
Pennsylvania
$390K -$350K -8,925 -48%
ACA
135
Aptus Capital Advisors
Alabama
$389K +$44.9K +1,144 +14%
HPM
136
Hudson Portfolio Management
New York
$386K
MCFP
137
Mallini Complete Financial Planning
Florida
$381K
SLC
138
Second Line Capital
Louisiana
$379K +$44.7K +1,140 +14%
FHA
139
Flagship Harbor Advisors
Massachusetts
$375K -$4.51K -115 -1%
IAA
140
Independent Advisor Alliance
North Carolina
$373K +$30.4K +776 +9%
Chevy Chase Trust
141
Chevy Chase Trust
Maryland
$367K
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$366K -$15.9K -406 -4%
SIMG
143
Sonora Investment Management Group
Arizona
$364K +$3.1K +79 +0.9%
FIC
144
FCG Investment Company
Tennessee
$362K +$348K +8,873 New
FCH
145
Freestone Capital Holdings
Washington
$359K
STA
146
Summit Trail Advisors
New York
$357K
WIA
147
World Investment Advisors
California
$356K
WS
148
Wedbush Securities
California
$354K -$41.2K -1,050 -11%
SOW
149
State of Wyoming
Wyoming
$351K -$10.5K -269 -3%
NAS
150
Nicolet Advisory Services
Wisconsin
$349K

AB Hedge Fund Activity: Q2 2025 in Review

276 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q2 2025, worth a combined $562M — down 44% from $996M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of AB and 30 opened new positions — a net loss of 13 holders — while 78 trimmed existing stakes and 69 added.

The largest buyer was Cresset Asset Management, opening a new position worth an estimated $12.1M. The largest seller was Morgan Stanley, cutting an estimated $159M.

  • 276 institutional investors held AllianceBernstein (AB) as of Q2 2025, down from 291 in Q1 2025.
  • Funds reported $562M of AllianceBernstein stock for Q2 2025, down 44% quarter-over-quarter.
  • 30 funds opened new AllianceBernstein positions in Q2 2025 and 43 closed out, a net change of -13 holders.
  • The largest AllianceBernstein buyer in Q2 2025 was Cresset Asset Management, an estimated $12.1M added.
  • The largest AllianceBernstein seller in Q2 2025 was Morgan Stanley, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2025.