AB icon

AllianceBernstein

287 hedge funds and large institutions have $993M invested in AllianceBernstein in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 83 increasing their positions, 66 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-1
Holders Change %
-0.35%
% 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
83
Reduced
66
Closed
40
Calls
$21.2M
Puts
$26M
Net Calls
-$4.76M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
201
Summit Asset Management
Tennessee
$209K
CW
202
CreativeOne Wealth
Kansas
$206K +$206K +5,371 New
CIA
203
Capital Investment Advisors
Georgia
$201K +$201K +5,255 New
WSFS
204
Wilmington Savings Fund Society
Delaware
$197K
SPIA
205
Steward Partners Investment Advisory
New York
$158K -$69.4K -1,811 -30%
AAP
206
Arax Advisory Partners
Colorado
$158K +$4.37K +114 +3%
GWM
207
Geneos Wealth Management
Colorado
$151K +$76.7K +2,001 +103%
CSC
208
Caldwell Sutter Capital
California
$138K +$2.49K +65 +2%
Jones Financial Companies
209
Jones Financial Companies
Missouri
$134K +$30.4K +791 +29%
AIM
210
Anchor Investment Management
South Carolina
$129K
NA
211
NewEdge Advisors
Louisiana
$126K +$996 +26 +0.8%
WT
212
Washington Trust
Rhode Island
$119K -$30.6K -800 -20%
EWA
213
EverSource Wealth Advisors
Alabama
$100K +$115 +3 +0.1%
VNIM
214
Vaughan Nelson Investment Management
Texas
$100K
GSWM
215
Golden State Wealth Management
California
$98.6K
TLCM
216
Twin Lakes Capital Management
California
$95K +$2.64K +69 +3%
AWM
217
Atticus Wealth Management
Florida
$89.8K -$65.2K -1,701 -42%
NSIM
218
North Star Investment Management
Illinois
$89.7K +$2.38K +62 +3%
NS
219
NBC Securities
Alabama
$87K +$87K +2,292 New
Citigroup
220
Citigroup
New York
$76.6K -$32M -835,417 -100%
ZBNA
221
Zions Bancorporation, National Association
Utah
$76.6K +$76.6K +2,000 New
CAM
222
Costello Asset Management
Pennsylvania
$72.8K +$72.8K +1,900 New
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$70.1K -$3.83K -100 -5%
RMP
224
Richards, Merrill & Peterson
Washington
$58K
LFG
225
Larson Financial Group
Missouri
$57.5K