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AllianceBernstein
AB

Overview Fund Activity

269 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, 71 increasing their positions, 74 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-18
Holders Change %
-6.27%
% of All Funds
3.61%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
71
Reduced
74
Closed
43
Calls
$14.4M
Puts
$5.95M
Net Calls
+$8.43M
Net Calls Change
+$13.2M

Top Buyers

1
HF
HRT Financial
New York
$4.42M
2
CCC
Chelsea Counsel Company
California
$3.89M
3
HKAM
Horizon Kinetics Asset Management
New York
$6.73M
4
FG
Formula Growth
Quebec, Canada
$1.76M
5
LPL Financial
LPL Financial
California
$17.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$26.3M
2
UBS Group
UBS Group
Switzerland
$11.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$99.9M
4
Jennison Associates
Jennison Associates
New York
$0
5
Goldman Sachs
Goldman Sachs
New York
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
151
Haverford Trust Company
Pennsylvania
$323K – – –
CSP
152
Cary Street Partners
Virginia
$321K +$2.78K +68 +0.9%
FWA
153
FSM Wealth Advisors
Ohio
$320K +$320K +7,720 New
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$319K -$15.5K -379 -5%
TR
155
Tepp RIA
New Jersey
$314K – – –
BMO
156
Beck Mack & Oliver
New York
$313K -$49K -1,200 -14%
CRC
157
Curi RMB Capital
Illinois
$309K +$309K +7,575 New
ASN
158
Advisory Services Network
Georgia
$307K +$1.71K +42 +0.6%
RIL
159
Rothschild Investment LLC
Illinois
$306K – – –
RIA
160
Regal Investment Advisors
Michigan
$298K -$33.4K -819 -10%
OWA
161
Opal Wealth Advisors
New York
$290K – – –
Jones Financial Companies
162
Jones Financial Companies
Missouri
$289K +$148K +3,651 +104%
CPC
163
Consolidated Planning Corp
Georgia
$288K – – –
DTC
164
Davidson Trust Company
Washington
$286K – – –
EFS
165
Essex Financial Services
Connecticut
$286K – – –
CPIG
166
Chicago Partners Investment Group
Illinois
$285K – – –
ZAM
167
Zevin Asset Management
Massachusetts
$280K -$141K -3,445 -33%
AF
168
Allworth Financial
California
$270K +$248K +6,065 +1,103%
FG
169
Fiduciary Group
Georgia
$268K -$16.3K -400 -6%
HA
170
HFG Advisors
Ohio
$268K -$13.8K -337 -5%
VCAM
171
Van Cleef Asset Management
Ohio
$266K -$5.1K -125 -2%
MIM
172
Merrion Investment Management
New Jersey
$265K – – –
AAP
173
Arax Advisory Partners
Colorado
$262K +$93.2K +2,283 +55%
IC
174
IEQ Capital
California
$253K – – –
Koshinski Asset Management
175
Koshinski Asset Management
Illinois
$252K +$28.6K +700 +13%
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7
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