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AllianceBernstein

275 hedge funds and large institutions have $535M invested in AllianceBernstein in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 93 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $4.96M

58% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 59

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

0.23% more ownership

Funds ownership: 12.42%12.65% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 276275 (-1)

5% less capital invested

Capital invested by funds: $562M → $535M (-$27M)

Holders
275
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
3.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
93
Reduced
59
Closed
20
Calls
$14.4M
Puts
$4.96M
Net Calls
+$9.48M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
KF
151
Krilogy Financial
Missouri
$316K +$319K +7,982 New
Mackenzie Financial
152
Mackenzie Financial
Ontario, Canada
$314K -$209K -5,220 -39%
SN
153
Sittner & Nelson
Oregon
$310K
TR
154
Tepp RIA
New Jersey
$307K +$14K +349 +5%
OCM
155
One Capital Management
California
$307K
SIMG
156
Sonora Investment Management Group
Arizona
$303K -$40K -1,000 -11%
CSP
157
Cary Street Partners
Virginia
$303K +$2.48K +62 +0.8%
HTC
158
Haverford Trust Company
Pennsylvania
$302K
FWA
159
FSM Wealth Advisors
Ohio
$295K +$80 +2 +0%
BMO
160
Beck Mack & Oliver
New York
$293K
CRC
161
Curi RMB Capital
Illinois
$290K
FCA
162
Fortis Capital Advisors
Kansas
$289K +$303K +7,564 New
RIL
163
Rothschild Investment LLC
Illinois
$287K
AA
164
Ancora Advisors
Ohio
$281K -$168K -4,200 -36%
CPIG
165
Chicago Partners Investment Group
Illinois
$276K
RIA
166
Regal Investment Advisors
Michigan
$273K -$5.4K -135 -2%
OWA
167
Opal Wealth Advisors
New York
$272K
CPC
168
Consolidated Planning Corp
Georgia
$269K
DTC
169
Davidson Trust Company
Washington
$268K
EFS
170
Essex Financial Services
Connecticut
$267K
AF
171
Allworth Financial
California
$264K +$12K +300 +5%
ZAM
172
Zevin Asset Management
Massachusetts
$262K
ASN
173
Advisory Services Network
Georgia
$256K -$32.6K -815 -11%
DS
174
DRW Securities
Illinois
$255K -$431K -10,772 -62%
HA
175
HFG Advisors
Ohio
$251K

AB Hedge Fund Activity: Q3 2025 in Review

275 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q3 2025, worth a combined $535M — down 4.8% from $562M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AB positions and 20 closed out — a net gain of 3 holders — while 93 added to existing stakes and 59 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $12.4M. The largest seller was Fidelity Investments, cutting an estimated $15.5M.

  • 275 institutional investors held AllianceBernstein (AB) as of Q3 2025, down from 276 in Q2 2025.
  • Funds reported $535M of AllianceBernstein stock for Q3 2025, down 4.8% quarter-over-quarter.
  • 23 funds opened new AllianceBernstein positions in Q3 2025 and 20 closed out, a net change of +3 holders.
  • The largest AllianceBernstein buyer in Q3 2025 was Focus Partners Wealth, an estimated $12.4M added.
  • The largest AllianceBernstein seller in Q3 2025 was Fidelity Investments, an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2025.