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AllianceBernstein

271 hedge funds and large institutions have $548M invested in AllianceBernstein in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 69 increasing their positions, 76 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

11.37% less ownership

Funds ownership: 23.49%12.11% (-11%)

34% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 44

45% less capital invested

Capital invested by funds: $995M → $548M (-$447M)

Holders
271
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
$14.4M
Puts
$5.95M
Net Calls
Net Calls Change

Top Sellers

1 -$166M
2 -$40.7M
3 -$35.5M
4
Jennison Associates
Jennison Associates
New York
-$34.9M
5
Goldman Sachs
Goldman Sachs
New York
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
126
Joel Isaacson & Co
New York
$416K
CCA
127
Cadent Capital Advisors
Oklahoma
$412K
PI
128
PFG Investments
New York
$405K
NERM
129
New England Research & Management
Illinois
$404K
WWM
130
Western Wealth Management
Colorado
$392K
SEI Investments
131
SEI Investments
Pennsylvania
$390K
ACA
132
Aptus Capital Advisors
Alabama
$389K
HPM
133
Hudson Portfolio Management
New York
$386K
MCFP
134
Mallini Complete Financial Planning
Florida
$381K
SLC
135
Second Line Capital
Louisiana
$379K
FHA
136
Flagship Harbor Advisors
Massachusetts
$375K
IAA
137
Independent Advisor Alliance
North Carolina
$373K
Chevy Chase Trust
138
Chevy Chase Trust
Maryland
$367K
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$366K
SIMG
140
Sonora Investment Management Group
Arizona
$364K
FIC
141
FCG Investment Company
Tennessee
$362K
FCH
142
Freestone Capital Holdings
Washington
$359K
STA
143
Summit Trail Advisors
New York
$357K
WIA
144
World Investment Advisors
California
$356K
WS
145
Wedbush Securities
California
$354K
SOW
146
State of Wyoming
Wyoming
$351K
NAS
147
Nicolet Advisory Services
Wisconsin
$349K
MNBTD
148
Moody National Bank Trust Division
Texas
$343K
Group One Trading
149
Group One Trading
Illinois
$343K
T
150
Tableaux
Massachusetts
$340K