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AllianceBernstein

291 hedge funds and large institutions have $996M invested in AllianceBernstein in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 85 increasing their positions, 66 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 66

10% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 41

0.77% more ownership

Funds ownership: 22.74%23.52% (+0.77%)

0% more funds holding

Funds holding: 291291 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

14% less capital invested

Capital invested by funds: $1.16B → $996M (-$165M)

18% less call options, than puts

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

Holders
291
Holders Change
Holders Change %
0%
% of All Funds
3.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
45
Increased
85
Reduced
66
Closed
41
Calls
$21.2M
Puts
$26M
Net Calls
-$4.76M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
176
J.W. Cole Advisors
Florida
$290K +$285K +7,575 New
RIL
177
Rothschild Investment LLC
Illinois
$287K
ASN
178
Advisory Services Network
Georgia
$287K -$188K -4,991 -40%
CPIG
179
Chicago Partners Investment Group
Illinois
$281K
AWS
180
Atria Wealth Solutions
New York
$273K -$12.7K -337 -5%
OWA
181
Opal Wealth Advisors
New York
$272K
CPC
182
Consolidated Planning Corp
Georgia
$270K
DTC
183
Davidson Trust Company
Washington
$268K
EFS
184
Essex Financial Services
Connecticut
$268K
FG
185
Fiduciary Group
Georgia
$267K +$18.8K +500 +8%
FFA
186
Farther Finance Advisors
California
$266K +$204K +5,412 +361%
HA
187
HFG Advisors
Ohio
$264K +$260K +6,897 New
Northern Trust
188
Northern Trust
Illinois
$264K +$259K +6,879 New
SBIA
189
Sheaff Brock Investment Advisors
Indiana
$256K
VCAM
190
Van Cleef Asset Management
Ohio
$255K
MIM
191
Merrion Investment Management
New Jersey
$249K
IC
192
IEQ Capital
California
$238K
SWA
193
Sax Wealth Advisors
New Jersey
$234K -$44.1K -1,171 -16%
SDWIA
194
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$233K
CWL
195
Causey Wealth LLC
Colorado
$231K
IIA
196
IPG Investment Advisors
California
$231K -$21.8K -580 -9%
PI
197
PFG Investments
New York
$228K +$224K +5,958 New
KPWS
198
Kestra Private Wealth Services
Texas
$226K +$9.68K +257 +5%
IWC
199
Integrated Wealth Concepts
Massachusetts
$225K +$414 +11 +0.2%
ONST
200
Old North State Trust
North Carolina
$224K

AB Hedge Fund Activity: Q1 2025 in Review

291 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q1 2025, worth a combined $996M — down 14% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AB positions and 41 closed out — a net gain of 4 holders — while 85 added to existing stakes and 66 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $77.6M. The largest seller was JP Morgan Chase, cutting an estimated $90.5M.

  • 291 institutional investors held AllianceBernstein (AB) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $996M of AllianceBernstein stock for Q1 2025, down 14% quarter-over-quarter.
  • 45 funds opened new AllianceBernstein positions in Q1 2025 and 41 closed out, a net change of +4 holders.
  • The largest AllianceBernstein buyer in Q1 2025 was Morgan Stanley, an estimated $77.6M added.
  • The largest AllianceBernstein seller in Q1 2025 was JP Morgan Chase, an estimated $90.5M sold.

Based on aggregated 13F filings for Q1 2025.