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AllianceBernstein

287 hedge funds and large institutions have $993M invested in AllianceBernstein in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 83 increasing their positions, 66 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

0% less funds holding

Funds holding: 288287 (-1)

14% less capital invested

Capital invested by funds: $1.16B → $993M (-$162M)

18% less call options, than puts

Call options by funds: $21.2M | Put options by funds: $26M

Holders
287
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
$21.2M
Puts
$26M
Net Calls
Net Calls Change

Top Sellers

1 -$92.1M
2 -$49.5M
3 -$32M
4
N
Natixis
France
-$24.5M
5
CAM
Cresset Asset Management
Illinois
-$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
176
Chicago Partners Investment Group
Illinois
$281K
AWS
177
Atria Wealth Solutions
New York
$273K
OWA
178
Opal Wealth Advisors
New York
$272K
CPC
179
Consolidated Planning Corp
Georgia
$270K
DTC
180
Davidson Trust Company
Washington
$268K
EFS
181
Essex Financial Services
Connecticut
$268K
FG
182
Fiduciary Group
Georgia
$267K
FFA
183
Farther Finance Advisors
California
$266K
HA
184
HFG Advisors
Ohio
$264K
Northern Trust
185
Northern Trust
Illinois
$264K
SBIA
186
Sheaff Brock Investment Advisors
Indiana
$256K
VCAM
187
Van Cleef Asset Management
Ohio
$255K
MIM
188
Merrion Investment Management
New Jersey
$249K
IC
189
IEQ Capital
California
$238K
SWA
190
Sax Wealth Advisors
New Jersey
$234K
SDWIA
191
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$233K
IIA
192
IPG Investment Advisors
California
$231K
PI
193
PFG Investments
New York
$228K
KPWS
194
Kestra Private Wealth Services
Texas
$226K
IWC
195
Integrated Wealth Concepts
Massachusetts
$225K
ONST
196
Old North State Trust
North Carolina
$224K
VFM
197
Vision Financial Markets
Connecticut
$222K
PCA
198
Peddock Capital Advisors
Massachusetts
$221K
RGC
199
Roberts, Glore & Co
Illinois
$210K
Koshinski Asset Management
200
Koshinski Asset Management
Illinois
$209K