We are live on ! Find out more
AB icon

AllianceBernstein

276 hedge funds and large institutions have $562M invested in AllianceBernstein in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 69 increasing their positions, 78 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $5.95M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less funds holding

Funds holding: 291276 (-15)

11.1% less ownership

Funds ownership: 23.52%12.42% (-11%)

12% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 78

30% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 43

44% less capital invested

Capital invested by funds: $996M → $562M (-$435M)

Holders
276
Holders Change
-15
Holders Change %
-5.15%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
69
Reduced
78
Closed
43
Calls
$14.4M
Puts
$5.95M
Net Calls
+$8.43M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
176
HFG Advisors
Ohio
$268K -$13.2K -337 -5%
VCAM
177
Van Cleef Asset Management
Ohio
$266K -$4.9K -125 -2%
MIM
178
Merrion Investment Management
New Jersey
$265K
AAP
179
Arax Advisory Partners
Colorado
$262K +$89.5K +2,283 +55%
IC
180
IEQ Capital
California
$253K
Koshinski Asset Management
181
Koshinski Asset Management
Illinois
$252K +$27.4K +700 +13%
SWA
182
Sax Wealth Advisors
New Jersey
$250K
SDWIA
183
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$249K
CWL
184
Causey Wealth LLC
Colorado
$246K
ONST
185
Old North State Trust
North Carolina
$246K
CT
186
Chicago Trust
Illinois
$245K +$235K +6,000 New
VFM
187
Vision Financial Markets
Connecticut
$237K
PCA
188
Peddock Capital Advisors
Massachusetts
$236K
CPC
189
CFC Planning Company
Indiana
$230K +$221K +5,633 New
IWC
190
Integrated Wealth Concepts
Massachusetts
$229K -$10.3K -263 -4%
RGC
191
Roberts, Glore & Co
Illinois
$224K
SAM
192
Summit Asset Management
Tennessee
$223K
CW
193
CreativeOne Wealth
Kansas
$222K +$2.19K +56 +1%
Kovitz Investment Group Partners
194
Kovitz Investment Group Partners
Illinois
$213K +$204K +5,214 New
CIA
195
Capital Investment Advisors
Georgia
$212K -$2.74K -70 -1%
WSFS
196
Wilmington Savings Fund Society
Delaware
$210K
AFP
197
Ausdal Financial Partners
Iowa
$210K +$201K +5,133 New
AP
198
Americana Partners
Texas
$207K +$198K +5,062 New
TWP
199
Tyche Wealth Partners
Texas
$204K +$196K +5,000 New
4WM
200
44 Wealth Management
Oregon
$204K +$196K +5,000 New

AB Hedge Fund Activity: Q2 2025 in Review

276 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q2 2025, worth a combined $562M — down 44% from $996M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of AB and 30 opened new positions — a net loss of 13 holders — while 78 trimmed existing stakes and 69 added.

The largest buyer was Cresset Asset Management, opening a new position worth an estimated $12.1M. The largest seller was Morgan Stanley, cutting an estimated $159M.

  • 276 institutional investors held AllianceBernstein (AB) as of Q2 2025, down from 291 in Q1 2025.
  • Funds reported $562M of AllianceBernstein stock for Q2 2025, down 44% quarter-over-quarter.
  • 30 funds opened new AllianceBernstein positions in Q2 2025 and 43 closed out, a net change of -13 holders.
  • The largest AllianceBernstein buyer in Q2 2025 was Cresset Asset Management, an estimated $12.1M added.
  • The largest AllianceBernstein seller in Q2 2025 was Morgan Stanley, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2025.