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AllianceBernstein

285 hedge funds and large institutions have $454M invested in AllianceBernstein in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 103 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 62

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

5% more call options, than puts

Call options by funds: $25.6M | Put options by funds: $24.3M

0% more funds holding

Funds holding: 284285 (+1)

3.01% less ownership

Funds ownership: 16.14%13.13% (-3%)

20% less capital invested

Capital invested by funds: $566M → $454M (-$112M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
285
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
3.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
30
Increased
103
Reduced
62
Closed
25
Calls
$25.6M
Puts
$24.3M
Net Calls
+$1.27M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
151
Fortis Capital Advisors
Kansas
$306K +$13.2K +335 +4%
JWM
152
Jeppson Wealth Management
California
$303K +$318K +8,103 New
CSP
153
Cary Street Partners
Virginia
$303K +$3.42K +87 +1%
JIP
154
Jaffetilchin Investment Partners
Florida
$301K +$903 +23 +0.3%
ACA
155
Aptus Capital Advisors
Alabama
$300K -$15.3K -390 -5%
AA
156
Advisory Advocates
Michigan
$298K -$19.6K -500 -6%
HTC
157
Haverford Trust Company
Pennsylvania
$296K
SI
158
Stirlingshire Investments
New York
$296K +$310K +7,900 New
OCM
159
One Capital Management
California
$293K -$7.86K -200 -2%
ASN
160
Advisory Services Network
Georgia
$289K +$6.83K +174 +2%
BMO
161
Beck Mack & Oliver
New York
$287K
CRC
162
Curi RMB Capital
Illinois
$284K
FWA
163
FSM Wealth Advisors
Ohio
$282K -$6.13K -156 -2%
ZAM
164
Zevin Asset Management
Massachusetts
$281K +$25K +636 +9%
AA
165
Ancora Advisors
Ohio
$275K -$39.3K -1,000 -12%
PAG
166
Private Advisor Group
New Jersey
$273K -$273K -6,944 -49%
AF
167
Allworth Financial
California
$272K -$183K -4,669 -39%
OWA
168
Opal Wealth Advisors
New York
$266K
CPC
169
Consolidated Planning Corp
Georgia
$264K
DTC
170
Davidson Trust Company
Washington
$262K
EFS
171
Essex Financial Services
Connecticut
$262K
CBA
172
Coastal Bridge Advisors
Connecticut
$258K +$271K +6,889 New
FHA
173
Flagship Harbor Advisors
Massachusetts
$256K -$104K -2,650 -28%
SOW
174
State of Wyoming
Wyoming
$256K +$43.4K +1,106 +19%
AAP
175
Arax Advisory Partners
Colorado
$250K +$4.2K +107 +2%

AB Hedge Fund Activity: Q1 2026 in Review

285 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q1 2026, worth a combined $454M — down 20% from $566M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AB positions and 25 closed out — a net gain of 5 holders — while 103 added to existing stakes and 62 trimmed.

The largest buyer was Invesco, adding an estimated $5.03M. The largest seller was Fidelity Investments, cutting an estimated $35.4M.

  • 285 institutional investors held AllianceBernstein (AB) as of Q1 2026, up from 284 in Q4 2025.
  • Funds reported $454M of AllianceBernstein stock for Q1 2026, down 20% quarter-over-quarter.
  • 30 funds opened new AllianceBernstein positions in Q1 2026 and 25 closed out, a net change of +5 holders.
  • The largest AllianceBernstein buyer in Q1 2026 was Invesco, an estimated $5.03M added.
  • The largest AllianceBernstein seller in Q1 2026 was Fidelity Investments, an estimated $35.4M sold.

Based on aggregated 13F filings for Q1 2026.