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AllianceBernstein

291 hedge funds and large institutions have $996M invested in AllianceBernstein in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 85 increasing their positions, 66 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 66

10% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 41

0.77% more ownership

Funds ownership: 22.74%23.52% (+0.77%)

0% more funds holding

Funds holding: 291291 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

14% less capital invested

Capital invested by funds: $1.16B → $996M (-$165M)

18% less call options, than puts

Call options by funds: $21.2M | Put options by funds: $26M

Holders
291
Holders Change
Holders Change %
0%
% of All Funds
3.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
45
Increased
85
Reduced
66
Closed
41
Calls
$21.2M
Puts
$26M
Net Calls
-$4.76M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VFM
201
Vision Financial Markets
Connecticut
$222K
PCA
202
Peddock Capital Advisors
Massachusetts
$221K
RGC
203
Roberts, Glore & Co
Illinois
$210K -$21.3K -565 -9%
Koshinski Asset Management
204
Koshinski Asset Management
Illinois
$209K
SAM
205
Summit Asset Management
Tennessee
$209K
CW
206
CreativeOne Wealth
Kansas
$206K +$202K +5,371 New
CIA
207
Capital Investment Advisors
Georgia
$201K +$198K +5,255 New
WSFS
208
Wilmington Savings Fund Society
Delaware
$197K
SPIA
209
Steward Partners Investment Advisory
New York
$158K -$68.2K -1,811 -30%
AAP
210
Arax Advisory Partners
Colorado
$158K +$4.29K +114 +3%
GWM
211
Geneos Wealth Management
Colorado
$151K +$75.3K +2,001 +103%
CSC
212
Caldwell Sutter Capital
California
$138K +$2.45K +65 +2%
Jones Financial Companies
213
Jones Financial Companies
Missouri
$134K +$29.8K +791 +29%
AIM
214
Anchor Investment Management
South Carolina
$129K
NA
215
NewEdge Advisors
Louisiana
$126K +$979 +26 +0.8%
WT
216
Washington Trust
Rhode Island
$119K -$30.1K -800 -20%
EWA
217
EverSource Wealth Advisors
Alabama
$100K +$113 +3 +0.1%
VNIM
218
Vaughan Nelson Investment Management
Texas
$100K
GSWM
219
Golden State Wealth Management
California
$98.6K
TLCM
220
Twin Lakes Capital Management
California
$95K +$2.6K +69 +3%
AWM
221
Atticus Wealth Management
Florida
$89.8K -$64K -1,701 -42%
NSIM
222
North Star Investment Management
Illinois
$89.7K +$2.33K +62 +3%
NS
223
NBC Securities
Alabama
$87K +$86.3K +2,292 New
Citigroup
224
Citigroup
New York
$76.6K -$31.5M -835,417 -100%
ZBNA
225
Zions Bancorporation, National Association
Utah
$76.6K +$75.3K +2,000 New

AB Hedge Fund Activity: Q1 2025 in Review

291 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q1 2025, worth a combined $996M — down 14% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AB positions and 41 closed out — a net gain of 4 holders — while 85 added to existing stakes and 66 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $77.6M. The largest seller was JP Morgan Chase, cutting an estimated $90.5M.

  • 291 institutional investors held AllianceBernstein (AB) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $996M of AllianceBernstein stock for Q1 2025, down 14% quarter-over-quarter.
  • 45 funds opened new AllianceBernstein positions in Q1 2025 and 41 closed out, a net change of +4 holders.
  • The largest AllianceBernstein buyer in Q1 2025 was Morgan Stanley, an estimated $77.6M added.
  • The largest AllianceBernstein seller in Q1 2025 was JP Morgan Chase, an estimated $90.5M sold.

Based on aggregated 13F filings for Q1 2025.