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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

0% less funds holding

Funds holding: 288287 (-1)

14% less capital invested

Capital invested by funds: $1.16B → $993M (-$162M)

18% less call options, than puts

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

Holders
287
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.2M
Puts
$26M
Net Calls
Net Calls Change

Top Sellers

1 -$92.1M
2 -$49.5M
3 -$32M
4
N
Natixis
France
-$24.5M
5
CAM
Cresset Asset Management
Illinois
-$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
201
Summit Asset Management
Tennessee
$209K
CW
202
CreativeOne Wealth
Kansas
$206K
CIA
203
Capital Investment Advisors
Georgia
$201K
WSFS
204
Wilmington Savings Fund Society
Delaware
$197K
SPIA
205
Steward Partners Investment Advisory
New York
$158K
AAP
206
Arax Advisory Partners
Colorado
$158K
GWM
207
Geneos Wealth Management
Colorado
$151K
CSC
208
Caldwell Sutter Capital
California
$138K
Jones Financial Companies
209
Jones Financial Companies
Missouri
$134K
AIM
210
Anchor Investment Management
South Carolina
$129K
NA
211
NewEdge Advisors
Louisiana
$126K
WT
212
Washington Trust
Rhode Island
$119K
EWA
213
EverSource Wealth Advisors
Alabama
$100K
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
AWM
217
Atticus Wealth Management
Florida
$89.8K
NSIM
218
North Star Investment Management
Illinois
$89.7K
NS
219
NBC Securities
Alabama
$87K
Citigroup
220
Citigroup
New York
$76.6K
ZBNA
221
Zions Bancorporation, National Association
Utah
$76.6K
CAM
222
Costello Asset Management
Pennsylvania
$72.8K
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$70.1K
RMP
224
Richards, Merrill & Peterson
Washington
$58K
LFG
225
Larson Financial Group
Missouri
$57.5K