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AllianceBernstein
AB

285 hedge funds and large institutions have $454M invested in AllianceBernstein in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 103 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 62

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

5% more call options, than puts

Call options by funds: $25.6M | Put options by funds: $24.3M

0% more funds holding

Funds holding: 284 → 285 (+1)

3.01% less ownership

Funds ownership: 16.14% → 13.13% (-3%)

20% less capital invested

Capital invested by funds: $566M → $454M (-$112M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
285
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
3.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
30
Increased
103
Reduced
62
Closed
25
Calls
$25.6M
Puts
$24.3M
Net Calls
+$1.27M
Net Calls Change
-$12.5M

Top Buyers

1
Invesco
Invesco
Georgia
+$5.03M
2
PEAK6
PEAK6
Illinois
+$3.33M
3
Wells Fargo
Wells Fargo
California
+$3.18M
4
Jane Street
Jane Street
New York
+$2.98M
5
N
Natixis
France
+$2.95M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$35.4M
2
Morgan Stanley
Morgan Stanley
New York
-$28.8M
3
Franklin Resources
Franklin Resources
California
-$14.8M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$11.8M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$8.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
201
Onyx Bridge Wealth Group
New York
$202K +$212K +5,400 New
GIA
202
Gladstone Institutional Advisory
Florida
$200K +$785 +20 +0.4%
WE
203
Wealth Effects
Massachusetts
$200K +$210K +5,345 New
WSFS
204
Wilmington Savings Fund Society
Delaware
$193K – – –
RIL
205
Rothschild Investment LLC
Illinois
$187K -$98.2K -2,500 -33%
BIAS
206
Beacon Investment Advisory Services
New Jersey
$182K +$191K +4,860 New
Citigroup
207
Citigroup
New York
$161K +$63.9K +1,626 +61%
CSC
208
Caldwell Sutter Capital
California
$124K -$9.07K -231 -7%
AIM
209
Anchor Investment Management
South Carolina
$112K – – –
GSWM
210
Golden State Wealth Management
California
$108K +$11.6K +296 +11%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$107K +$2.44K +62 +2%
TLCM
212
Twin Lakes Capital Management
California
$101K +$2.51K +64 +2%
VNIM
213
Vaughan Nelson Investment Management
Texas
$97.3K – – –
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$93.6K +$26.4K +671 +37%
NSIM
215
North Star Investment Management
Illinois
$93.2K +$2.24K +57 +2%
HHCP
216
Hilton Head Capital Partners
South Carolina
$82.4K – – –
OCM
217
Osterweis Capital Management
California
$79.5K – – –
GWM
218
Geneos Wealth Management
Colorado
$77.6K +$1.18K +30 +1%
SPIA
219
Steward Partners Investment Advisory
New York
$75.9K +$20.2K +515 +34%
EWA
220
EverSource Wealth Advisors
Alabama
$72.9K -$26.9K -686 -26%
CAM
221
Costello Asset Management
Pennsylvania
$71.1K – – –
AG
222
AmeriFlex Group
Nevada
$63.6K – – –
PA
223
Parallel Advisors
California
$62.6K +$51.9K +1,322 +379%
LFG
224
Larson Financial Group
Missouri
$56.2K – – –
CTC
225
Central Trust Company
Missouri
$56.2K +$19.6K +500 +50%
7 8
9
10 11

AB Hedge Fund Activity: Q1 2026 in Review

285 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q1 2026, worth a combined $454M — down 20% from $566M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AB positions and 25 closed out — a net gain of 5 holders — while 103 added to existing stakes and 62 trimmed.

The largest buyer was Invesco, adding an estimated $5.03M. The largest seller was Fidelity Investments, cutting an estimated $35.4M.

  • 285 institutional investors held AllianceBernstein (AB) as of Q1 2026, up from 284 in Q4 2025.
  • Funds reported $454M of AllianceBernstein stock for Q1 2026, down 20% quarter-over-quarter.
  • 30 funds opened new AllianceBernstein positions in Q1 2026 and 25 closed out, a net change of +5 holders.
  • The largest AllianceBernstein buyer in Q1 2026 was Invesco, an estimated $5.03M added.
  • The largest AllianceBernstein seller in Q1 2026 was Fidelity Investments, an estimated $35.4M sold.

Based on aggregated 13F filings for Q1 2026.