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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
Holders
287
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
3.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
45
Increased
83
Reduced
66
Closed
40
Calls
$21.2M
Puts
$26M
Net Calls
-$4.76M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Shares
Change %
MCFP
151
Mallini Complete Financial Planning
Florida
$355K -$335K
Chevy Chase Trust
152
Chevy Chase Trust
Maryland
$345K
SOW
153
State of Wyoming
Wyoming
$340K -$61.1K -1,594 -15%
BMO
154
Beck Mack & Oliver
New York
$339K +$46K +1,200 +16%
SIMG
155
Sonora Investment Management Group
Arizona
$339K -$6.28K -164 -2%
FCH
156
Freestone Capital Holdings
Washington
$337K +$38.3K +1,000 +13%
STA
157
Summit Trail Advisors
New York
$335K
WIA
158
World Investment Advisors
California
$334K
ACA
159
Aptus Capital Advisors
Alabama
$321K -$13K -340 -4%
IAA
160
Independent Advisor Alliance
North Carolina
$320K -$44.4K -1,158 -12%
MNBTD
161
Moody National Bank Trust Division
Texas
$319K
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$314K -$135K -3,527 -30%
SLC
163
Second Line Capital
Louisiana
$312K -$13.3K -346 -4%
RIA
164
Regal Investment Advisors
Michigan
$311K -$5.75K -150 -2%
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 +$4.21K +110 +1%
HTC
169
Haverford Trust Company
Pennsylvania
$303K
XT
170
XTX Topco
Cayman Islands
$302K +$302K +7,873 New
CSP
171
Cary Street Partners
Virginia
$298K +$11.2K +293 +4%
TR
172
Tepp RIA
New Jersey
$294K +$53.6K +1,400 +22%
JWCA
173
J.W. Cole Advisors
Florida
$290K +$290K +7,575 New
RIL
174
Rothschild Investment LLC
Illinois
$287K
ASN
175
Advisory Services Network
Georgia
$287K -$191K -4,991 -40%