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AllianceBernstein

284 hedge funds and large institutions have $566M invested in AllianceBernstein in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

285% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $4.81M

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

6% more capital invested

Capital invested by funds: $535M → $566M (+$31.3M)

3.5% more ownership

Funds ownership: 12.65%16.14% (+3.5%)

3% more funds holding

Funds holding: 275284 (+9)

1% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 75

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
284
Holders Change
+9
Holders Change %
+3.27%
% of All Funds
3.45%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
38
Increased
76
Reduced
75
Closed
26
Calls
$18.5M
Puts
$4.81M
Net Calls
+$13.7M
Net Calls Change
+$4.25M
Name Holding Trade Value Shares
Change
Change in
Stake
KF
151
Krilogy Financial
Missouri
$334K
VCM
152
Vivaldi Capital Management
Illinois
$332K +$342K +8,630 New
NAS
153
Nicolet Advisory Services
Wisconsin
$331K
MNBTD
154
Moody National Bank Trust Division
Texas
$326K +$3.85K +97 +1%
XT
155
XTX Topco
Cayman Islands
$326K -$552K -13,927 -62%
IAA
156
Independent Advisor Alliance
North Carolina
$325K -$9.44K -238 -3%
AA
157
Advisory Advocates
Michigan
$325K +$335K +8,450 New
ACA
158
Aptus Capital Advisors
Alabama
$324K -$9.91K -250 -3%
AA
159
Ancora Advisors
Ohio
$321K +$39.6K +1,000 +14%
FFA
160
Farther Finance Advisors
California
$321K -$76K -1,916 -19%
Mackenzie Financial
161
Mackenzie Financial
Ontario, Canada
$319K -$397 -10 -0.1%
SLC
162
Second Line Capital
Louisiana
$314K -$10.1K -255 -3%
OCM
163
One Capital Management
California
$309K
JIP
164
Jaffetilchin Investment Partners
Florida
$309K -$144K -3,621 -31%
CSP
165
Cary Street Partners
Virginia
$308K +$3.01K +76 +1%
HTC
166
Haverford Trust Company
Pennsylvania
$304K
FCA
167
Fortis Capital Advisors
Kansas
$302K +$10.8K +272 +4%
FWA
168
FSM Wealth Advisors
Ohio
$295K -$1.75K -44 -0.6%
BMO
169
Beck Mack & Oliver
New York
$295K
CRC
170
Curi RMB Capital
Illinois
$291K
TR
171
Tepp RIA
New Jersey
$290K -$19.4K -489 -6%
ASN
172
Advisory Services Network
Georgia
$290K +$32.6K +822 +12%
RIL
173
Rothschild Investment LLC
Illinois
$289K
Mercer Global Advisors
174
Mercer Global Advisors
Colorado
$275K -$49.6K -1,250 -15%
OWA
175
Opal Wealth Advisors
New York
$274K