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AllianceBernstein

273 hedge funds and large institutions have $561M invested in AllianceBernstein in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 69 increasing their positions, 77 reducing their positions, and 44 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 funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

11.1% less ownership

Funds ownership: 23.51%12.4% (-11%)

32% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 44

44% less capital invested

Capital invested by funds: $996M → $561M (-$435M)

Holders
273
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
MIM
176
Merrion Investment Management
New Jersey
$265K
AAP
177
Arax Advisory Partners
Colorado
$262K
IC
178
IEQ Capital
California
$253K
Koshinski Asset Management
179
Koshinski Asset Management
Illinois
$252K
SWA
180
Sax Wealth Advisors
New Jersey
$250K
SDWIA
181
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$249K
ONST
182
Old North State Trust
North Carolina
$246K
CT
183
Chicago Trust
Illinois
$245K
VFM
184
Vision Financial Markets
Connecticut
$237K
PCA
185
Peddock Capital Advisors
Massachusetts
$236K
CPC
186
CFC Planning Company
Indiana
$230K
IWC
187
Integrated Wealth Concepts
Massachusetts
$229K
RGC
188
Roberts, Glore & Co
Illinois
$224K
SAM
189
Summit Asset Management
Tennessee
$223K
CW
190
CreativeOne Wealth
Kansas
$222K
Kovitz Investment Group Partners
191
Kovitz Investment Group Partners
Illinois
$213K
CIA
192
Capital Investment Advisors
Georgia
$212K
WSFS
193
Wilmington Savings Fund Society
Delaware
$210K
AFP
194
Ausdal Financial Partners
Iowa
$210K
AP
195
Americana Partners
Texas
$207K
TWP
196
Tyche Wealth Partners
Texas
$204K
JAA
197
Joel Adams & Associates
North Carolina
$204K
4WM
198
44 Wealth Management
Oregon
$204K
SPIA
199
Steward Partners Investment Advisory
New York
$169K
Bessemer Group
200
Bessemer Group
New Jersey
$163K