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AllianceBernstein

270 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, 70 increasing their positions, 75 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

11.37% less ownership

Funds ownership: 23.45%12.08% (-11%)

33% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 43

45% less capital invested

Capital invested by funds: $993M → $546M (-$447M)

Holders
270
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
$14.4M
Puts
$5.95M
Net Calls
Net Calls Change

Top Sellers

1 -$166M
2 -$40.7M
3 -$35.5M
4
Jennison Associates
Jennison Associates
New York
-$34.9M
5
Goldman Sachs
Goldman Sachs
New York
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HTC
151
Haverford Trust Company
Pennsylvania
$323K
CSP
152
Cary Street Partners
Virginia
$321K
FWA
153
FSM Wealth Advisors
Ohio
$320K
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$319K
TR
155
Tepp RIA
New Jersey
$314K
BMO
156
Beck Mack & Oliver
New York
$313K
CRC
157
Curi RMB Capital
Illinois
$309K
ASN
158
Advisory Services Network
Georgia
$307K
RIL
159
Rothschild Investment LLC
Illinois
$306K
RIA
160
Regal Investment Advisors
Michigan
$298K
OWA
161
Opal Wealth Advisors
New York
$290K
Jones Financial Companies
162
Jones Financial Companies
Missouri
$289K
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
AF
168
Allworth Financial
California
$270K
FG
169
Fiduciary Group
Georgia
$268K
HA
170
HFG Advisors
Ohio
$268K
VCAM
171
Van Cleef Asset Management
Ohio
$266K
MIM
172
Merrion Investment Management
New Jersey
$265K
AAP
173
Arax Advisory Partners
Colorado
$262K
IC
174
IEQ Capital
California
$253K
Koshinski Asset Management
175
Koshinski Asset Management
Illinois
$252K