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AllianceBernstein

291 hedge funds and large institutions have $996M invested in AllianceBernstein in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 85 increasing their positions, 66 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 66

10% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 41

0.77% more ownership

Funds ownership: 22.74%23.52% (+0.77%)

0% more funds holding

Funds holding: 291291 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

14% less capital invested

Capital invested by funds: $1.16B → $996M (-$165M)

18% less call options, than puts

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

Holders
291
Holders Change
Holders Change %
0%
% 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
85
Reduced
66
Closed
41
Calls
$21.2M
Puts
$26M
Net Calls
-$4.76M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HPM
151
Hudson Portfolio Management
New York
$362K
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$359K +$29.4K +782 +9%
FHA
153
Flagship Harbor Advisors
Massachusetts
$356K +$3.61K +96 +1%
MCFP
154
Mallini Complete Financial Planning
Florida
$355K
Chevy Chase Trust
155
Chevy Chase Trust
Maryland
$345K
SOW
156
State of Wyoming
Wyoming
$340K -$60K -1,594 -15%
BMO
157
Beck Mack & Oliver
New York
$339K +$45.2K +1,200 +16%
SIMG
158
Sonora Investment Management Group
Arizona
$339K -$6.17K -164 -2%
FCH
159
Freestone Capital Holdings
Washington
$337K +$37.6K +1,000 +13%
STA
160
Summit Trail Advisors
New York
$335K
WIA
161
World Investment Advisors
California
$334K
ACA
162
Aptus Capital Advisors
Alabama
$321K -$12.8K -340 -4%
IAA
163
Independent Advisor Alliance
North Carolina
$320K -$43.6K -1,158 -12%
MNBTD
164
Moody National Bank Trust Division
Texas
$319K
Mercer Global Advisors
165
Mercer Global Advisors
Colorado
$314K -$133K -3,527 -30%
SLC
166
Second Line Capital
Louisiana
$312K -$13K -346 -4%
RIA
167
Regal Investment Advisors
Michigan
$311K -$5.65K -150 -2%
SN
168
Sittner & Nelson
Oregon
$310K
OCM
169
One Capital Management
California
$308K
NAS
170
Nicolet Advisory Services
Wisconsin
$307K
PWM
171
Perigon Wealth Management
California
$307K +$4.14K +110 +1%
HTC
172
Haverford Trust Company
Pennsylvania
$303K
XT
173
XTX Topco
Cayman Islands
$302K +$296K +7,873 New
CSP
174
Cary Street Partners
Virginia
$298K +$11K +293 +4%
TR
175
Tepp RIA
New Jersey
$294K +$52.7K +1,400 +22%

AB Hedge Fund Activity: Q1 2025 in Review

291 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q1 2025, worth a combined $996M — down 14% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AB positions and 41 closed out — a net gain of 4 holders — while 85 added to existing stakes and 66 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $77.6M. The largest seller was JP Morgan Chase, cutting an estimated $90.5M.

  • 291 institutional investors held AllianceBernstein (AB) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $996M of AllianceBernstein stock for Q1 2025, down 14% quarter-over-quarter.
  • 45 funds opened new AllianceBernstein positions in Q1 2025 and 41 closed out, a net change of +4 holders.
  • The largest AllianceBernstein buyer in Q1 2025 was Morgan Stanley, an estimated $77.6M added.
  • The largest AllianceBernstein seller in Q1 2025 was JP Morgan Chase, an estimated $90.5M sold.

Based on aggregated 13F filings for Q1 2025.