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AllianceBernstein
AB

Overview Fund Activity

269 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, 71 increasing their positions, 74 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-18
Holders Change %
-6.27%
% 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
29
Increased
71
Reduced
74
Closed
43
Calls
$14.4M
Puts
$5.95M
Net Calls
+$8.43M
Net Calls Change
+$13.2M

Top Buyers

1
HF
HRT Financial
New York
$4.42M
2
CCC
Chelsea Counsel Company
California
$3.89M
3
HKAM
Horizon Kinetics Asset Management
New York
$6.73M
4
FG
Formula Growth
Quebec, Canada
$1.76M
5
LPL Financial
LPL Financial
California
$17.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$26.3M
2
UBS Group
UBS Group
Switzerland
$11.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$99.9M
4
Jennison Associates
Jennison Associates
New York
$0
5
Goldman Sachs
Goldman Sachs
New York
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
176
Sax Wealth Advisors
New Jersey
$250K – – –
SDWIA
177
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$249K – – –
ONST
178
Old North State Trust
North Carolina
$246K – – –
CT
179
Chicago Trust
Illinois
$245K +$245K +6,000 New
VFM
180
Vision Financial Markets
Connecticut
$237K – – –
PCA
181
Peddock Capital Advisors
Massachusetts
$236K – – –
CPC
182
CFC Planning Company
Indiana
$230K +$230K +5,633 New
IWC
183
Integrated Wealth Concepts
Massachusetts
$229K -$10.7K -263 -4%
RGC
184
Roberts, Glore & Co
Illinois
$224K – – –
SAM
185
Summit Asset Management
Tennessee
$223K – – –
CW
186
CreativeOne Wealth
Kansas
$222K +$2.29K +56 +1%
Kovitz Investment Group Partners
187
Kovitz Investment Group Partners
Illinois
$213K +$213K +5,214 New
CIA
188
Capital Investment Advisors
Georgia
$212K -$2.86K -70 -1%
WSFS
189
Wilmington Savings Fund Society
Delaware
$210K – – –
AFP
190
Ausdal Financial Partners
Iowa
$210K +$210K +5,133 New
AP
191
Americana Partners
Texas
$207K +$207K +5,062 New
TWP
192
Tyche Wealth Partners
Texas
$204K +$204K +5,000 New
4WM
193
44 Wealth Management
Oregon
$204K +$204K +5,000 New
JAA
194
Joel Adams & Associates
North Carolina
$204K +$204K +5,000 New
SPIA
195
Steward Partners Investment Advisory
New York
$169K – – –
Bessemer Group
196
Bessemer Group
New Jersey
$163K +$163K +4,001 New
CSC
197
Caldwell Sutter Capital
California
$144K -$3.47K -85 -2%
AIM
198
Anchor Investment Management
South Carolina
$138K – – –
NA
199
NewEdge Advisors
Louisiana
$135K +$776 +19 +0.6%
EWA
200
EverSource Wealth Advisors
Alabama
$107K +$82 +2 +0.1%
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