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AllianceBernstein

270 hedge funds and large institutions have $546M invested in AllianceBernstein in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 75 reducing their positions, and 43 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: 23.45%12.08% (-11%)

33% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 43

45% less capital invested

Capital invested by funds: $993M → $546M (-$447M)

Holders
270
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
CCA
126
Cadent Capital Advisors
Oklahoma
$412K
PI
127
PFG Investments
New York
$405K
NERM
128
New England Research & Management
Illinois
$404K
WWM
129
Western Wealth Management
Colorado
$392K
SEI Investments
130
SEI Investments
Pennsylvania
$390K
ACA
131
Aptus Capital Advisors
Alabama
$389K
HPM
132
Hudson Portfolio Management
New York
$386K
MCFP
133
Mallini Complete Financial Planning
Florida
$381K
SLC
134
Second Line Capital
Louisiana
$379K
FHA
135
Flagship Harbor Advisors
Massachusetts
$375K
IAA
136
Independent Advisor Alliance
North Carolina
$373K
Chevy Chase Trust
137
Chevy Chase Trust
Maryland
$367K
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$366K
SIMG
139
Sonora Investment Management Group
Arizona
$364K
FIC
140
FCG Investment Company
Tennessee
$362K
FCH
141
Freestone Capital Holdings
Washington
$359K
STA
142
Summit Trail Advisors
New York
$357K
WIA
143
World Investment Advisors
California
$356K
WS
144
Wedbush Securities
California
$354K
SOW
145
State of Wyoming
Wyoming
$351K
NAS
146
Nicolet Advisory Services
Wisconsin
$349K
MNBTD
147
Moody National Bank Trust Division
Texas
$343K
Group One Trading
148
Group One Trading
Illinois
$343K
SN
149
Sittner & Nelson
Oregon
$331K
OCM
150
One Capital Management
California
$328K