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AllianceBernstein

276 hedge funds and large institutions have $562M invested in AllianceBernstein in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 69 increasing their positions, 78 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $5.95M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less funds holding

Funds holding: 291276 (-15)

11.1% less ownership

Funds ownership: 23.52%12.42% (-11%)

12% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 78

30% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 43

44% less capital invested

Capital invested by funds: $996M → $562M (-$435M)

Holders
276
Holders Change
-15
Holders Change %
-5.15%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
69
Reduced
78
Closed
43
Calls
$14.4M
Puts
$5.95M
Net Calls
+$8.43M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
151
Moody National Bank Trust Division
Texas
$343K +$2.98K +76 +0.9%
Group One Trading
152
Group One Trading
Illinois
$343K +$329K +8,391 New
T
153
Tableaux
Massachusetts
$340K +$327K +8,333 New
SN
154
Sittner & Nelson
Oregon
$331K
OCM
155
One Capital Management
California
$328K
HTC
156
Haverford Trust Company
Pennsylvania
$323K
CSP
157
Cary Street Partners
Virginia
$321K +$2.67K +68 +0.9%
FWA
158
FSM Wealth Advisors
Ohio
$320K +$303K +7,720 New
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$319K -$14.9K -379 -5%
TR
160
Tepp RIA
New Jersey
$314K
BMO
161
Beck Mack & Oliver
New York
$313K -$47K -1,200 -14%
CRC
162
Curi RMB Capital
Illinois
$309K +$297K +7,575 New
ASN
163
Advisory Services Network
Georgia
$307K +$1.65K +42 +0.6%
VEA
164
Virtus ETF Advisers
New York
$307K -$318K -8,100 -52%
RIL
165
Rothschild Investment LLC
Illinois
$306K
RIA
166
Regal Investment Advisors
Michigan
$298K -$32.1K -819 -10%
OWA
167
Opal Wealth Advisors
New York
$290K
Jones Financial Companies
168
Jones Financial Companies
Missouri
$289K +$143K +3,651 +104%
CPC
169
Consolidated Planning Corp
Georgia
$288K
DTC
170
Davidson Trust Company
Washington
$286K
EFS
171
Essex Financial Services
Connecticut
$286K
CPIG
172
Chicago Partners Investment Group
Illinois
$285K
ZAM
173
Zevin Asset Management
Massachusetts
$280K -$135K -3,445 -33%
AF
174
Allworth Financial
California
$270K +$238K +6,065 +1,103%
FG
175
Fiduciary Group
Georgia
$268K -$15.7K -400 -6%

AB Hedge Fund Activity: Q2 2025 in Review

276 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q2 2025, worth a combined $562M — down 44% from $996M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of AB and 30 opened new positions — a net loss of 13 holders — while 78 trimmed existing stakes and 69 added.

The largest buyer was Cresset Asset Management, opening a new position worth an estimated $12.1M. The largest seller was Morgan Stanley, cutting an estimated $159M.

  • 276 institutional investors held AllianceBernstein (AB) as of Q2 2025, down from 291 in Q1 2025.
  • Funds reported $562M of AllianceBernstein stock for Q2 2025, down 44% quarter-over-quarter.
  • 30 funds opened new AllianceBernstein positions in Q2 2025 and 43 closed out, a net change of -13 holders.
  • The largest AllianceBernstein buyer in Q2 2025 was Cresset Asset Management, an estimated $12.1M added.
  • The largest AllianceBernstein seller in Q2 2025 was Morgan Stanley, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2025.