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AllianceBernstein

287 hedge funds and large institutions have $993M invested in AllianceBernstein in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 83 increasing their positions, 66 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

0% less funds holding

Funds holding: 288287 (-1)

14% less capital invested

Capital invested by funds: $1.16B → $993M (-$162M)

18% less call options, than puts

Call options by funds: $21.2M | Put options by funds: $26M

Holders
287
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
$21.2M
Puts
$26M
Net Calls
Net Calls Change

Top Sellers

1 -$92.1M
2 -$49.5M
3 -$32M
4
N
Natixis
France
-$24.5M
5
CAM
Cresset Asset Management
Illinois
-$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MCFP
151
Mallini Complete Financial Planning
Florida
$355K
Chevy Chase Trust
152
Chevy Chase Trust
Maryland
$345K
SOW
153
State of Wyoming
Wyoming
$340K
BMO
154
Beck Mack & Oliver
New York
$339K
SIMG
155
Sonora Investment Management Group
Arizona
$339K
FCH
156
Freestone Capital Holdings
Washington
$337K
STA
157
Summit Trail Advisors
New York
$335K
WIA
158
World Investment Advisors
California
$334K
ACA
159
Aptus Capital Advisors
Alabama
$321K
IAA
160
Independent Advisor Alliance
North Carolina
$320K
MNBTD
161
Moody National Bank Trust Division
Texas
$319K
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$314K
SLC
163
Second Line Capital
Louisiana
$312K
RIA
164
Regal Investment Advisors
Michigan
$311K
SN
165
Sittner & Nelson
Oregon
$310K
OCM
166
One Capital Management
California
$308K
NAS
167
Nicolet Advisory Services
Wisconsin
$307K
PWM
168
Perigon Wealth Management
California
$307K
HTC
169
Haverford Trust Company
Pennsylvania
$303K
XT
170
XTX Topco
Cayman Islands
$302K
CSP
171
Cary Street Partners
Virginia
$298K
TR
172
Tepp RIA
New Jersey
$294K
JWCA
173
J.W. Cole Advisors
Florida
$290K
RIL
174
Rothschild Investment LLC
Illinois
$287K
ASN
175
Advisory Services Network
Georgia
$287K