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AllianceBernstein
AB

275 hedge funds and large institutions have $535M invested in AllianceBernstein in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 93 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $4.96M

58% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 59

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

0.23% more ownership

Funds ownership: 12.42% → 12.65% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% less funds holding

Funds holding: 276 → 275 (-1)

5% less capital invested

Capital invested by funds: $562M → $535M (-$27M)

Holders
275
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
3.61%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
93
Reduced
59
Closed
20
Calls
$14.4M
Puts
$4.96M
Net Calls
+$9.48M
Net Calls Change
+$1.05M

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$12.4M
2
Citadel Advisors
Citadel Advisors
Florida
+$6.42M
3
Morgan Stanley
Morgan Stanley
New York
+$5.77M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$4.91M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.4M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$15.5M
2
Bank of America
Bank of America
North Carolina
-$4.59M
3
Jane Street
Jane Street
New York
-$3.13M
4
HIP
HUB Investment Partners
Texas
-$1.89M
5
FG
Formula Growth
Quebec, Canada
-$1.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCAM
176
Van Cleef Asset Management
Ohio
$249K – – –
CAMG
177
CWA Asset Management Group
Florida
$248K +$260K +6,500 New
MIM
178
Merrion Investment Management
New Jersey
$248K – – –
AAP
179
Arax Advisory Partners
Colorado
$248K +$3.08K +77 +1%
KWM
180
KW Wealth Management
California
$244K +$256K +6,388 New
GT
181
Glenview Trust
Kentucky
$237K +$248K +6,204 New
IC
182
IEQ Capital
California
$237K – – –
Koshinski Asset Management
183
Koshinski Asset Management
Illinois
$236K +$520 +13 +0.2%
SWA
184
Sax Wealth Advisors
New Jersey
$234K – – –
SDWIA
185
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$233K – – –
ONST
186
Old North State Trust
North Carolina
$231K – – –
CWL
187
Causey Wealth LLC
Colorado
$231K – – –
CT
188
Chicago Trust
Illinois
$229K – – –
CD
189
Chapin Davis
Maryland
$229K +$240K +6,000 New
AFP
190
Ausdal Financial Partners
Iowa
$226K +$31.5K +786 +15%
VFM
191
Vision Financial Markets
Connecticut
$222K – – –
PCA
192
Peddock Capital Advisors
Massachusetts
$221K – – –
PHS
193
Pekin Hardy Strauss
Illinois
$218K +$228K +5,704 New
QPW
194
Quantum Private Wealth
Florida
$218K +$228K +5,700 New
IWC
195
Integrated Wealth Concepts
Massachusetts
$212K -$3K -75 -1%
CA
196
Crumly & Associates
Illinois
$210K +$220K +5,491 New
RGC
197
Roberts, Glore & Co
Illinois
$210K – – –
SAM
198
Summit Asset Management
Tennessee
$208K – – –
FG
199
Fiduciary Group
Georgia
$203K -$50K -1,250 -19%
WSFS
200
Wilmington Savings Fund Society
Delaware
$197K – – –
6 7
8
9 10

AB Hedge Fund Activity: Q3 2025 in Review

275 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q3 2025, worth a combined $535M — down 4.8% from $562M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AB positions and 20 closed out — a net gain of 3 holders — while 93 added to existing stakes and 59 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $12.4M. The largest seller was Fidelity Investments, cutting an estimated $15.5M.

  • 275 institutional investors held AllianceBernstein (AB) as of Q3 2025, down from 276 in Q2 2025.
  • Funds reported $535M of AllianceBernstein stock for Q3 2025, down 4.8% quarter-over-quarter.
  • 23 funds opened new AllianceBernstein positions in Q3 2025 and 20 closed out, a net change of +3 holders.
  • The largest AllianceBernstein buyer in Q3 2025 was Focus Partners Wealth, an estimated $12.4M added.
  • The largest AllianceBernstein seller in Q3 2025 was Fidelity Investments, an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2025.