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AllianceBernstein

270 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, 70 increasing their positions, 75 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

11.37% less ownership

Funds ownership: 23.45%12.08% (-11%)

33% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 43

45% less capital invested

Capital invested by funds: $993M → $546M (-$447M)

Holders
270
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
$14.4M
Puts
$5.95M
Net Calls
Net Calls Change

Top Sellers

1 -$166M
2 -$40.7M
3 -$35.5M
4
Jennison Associates
Jennison Associates
New York
-$34.9M
5
Goldman Sachs
Goldman Sachs
New York
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
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
VFM
180
Vision Financial Markets
Connecticut
$237K
PCA
181
Peddock Capital Advisors
Massachusetts
$236K
CPC
182
CFC Planning Company
Indiana
$230K
IWC
183
Integrated Wealth Concepts
Massachusetts
$229K
RGC
184
Roberts, Glore & Co
Illinois
$224K
SAM
185
Summit Asset Management
Tennessee
$223K
CW
186
CreativeOne Wealth
Kansas
$222K
Kovitz Investment Group Partners
187
Kovitz Investment Group Partners
Illinois
$213K
CIA
188
Capital Investment Advisors
Georgia
$212K
WSFS
189
Wilmington Savings Fund Society
Delaware
$210K
AFP
190
Ausdal Financial Partners
Iowa
$210K
AP
191
Americana Partners
Texas
$207K
TWP
192
Tyche Wealth Partners
Texas
$204K
4WM
193
44 Wealth Management
Oregon
$204K
JAA
194
Joel Adams & Associates
North Carolina
$204K
SPIA
195
Steward Partners Investment Advisory
New York
$169K
Bessemer Group
196
Bessemer Group
New Jersey
$163K
CSC
197
Caldwell Sutter Capital
California
$144K
AIM
198
Anchor Investment Management
South Carolina
$138K
NA
199
NewEdge Advisors
Louisiana
$135K
EWA
200
EverSource Wealth Advisors
Alabama
$107K