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AllianceBernstein

270 hedge funds and large institutions have $546M invested in AllianceBernstein in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 75 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

11.37% less ownership

Funds ownership: 23.45%12.08% (-11%)

33% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 43

45% less capital invested

Capital invested by funds: $993M → $546M (-$447M)

Holders
270
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
$14.4M
Puts
$5.95M
Net Calls
Net Calls Change

Top Sellers

1 -$166M
2 -$40.7M
3 -$35.5M
4
Jennison Associates
Jennison Associates
New York
-$34.9M
5
Goldman Sachs
Goldman Sachs
New York
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VNIM
201
Vaughan Nelson Investment Management
Texas
$106K
GSWM
202
Golden State Wealth Management
California
$105K
TLCM
203
Twin Lakes Capital Management
California
$103K
AWM
204
Atticus Wealth Management
Florida
$95.7K
NSIM
205
North Star Investment Management
Illinois
$95.6K
ZBNA
206
Zions Bancorporation, National Association
Utah
$81.7K
GWM
207
Geneos Wealth Management
Colorado
$81.4K
CAM
208
Costello Asset Management
Pennsylvania
$77.6K
PNC Financial Services Group
209
PNC Financial Services Group
Pennsylvania
$74.7K
LFG
210
Larson Financial Group
Missouri
$61.2K
GWSG
211
GPS Wealth Strategies Group
Colorado
$58.6K
UB
212
UMB Bank
Missouri
$53.1K
HIA
213
Harbor Investment Advisory
Maryland
$49K
GIA
214
GHP Investment Advisors
Colorado
$47.1K
KA
215
Kozak & Associates
Colorado
$46.3K
GJIA
216
Glass Jacobson Investment Advisors
Maryland
$46.1K
HPC
217
HM Payson & Co
Maine
$40.8K
CTC
218
Central Trust Company
Missouri
$40.8K
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$40.8K
TC
220
Truvestments Capital
Florida
$38.3K
Simplex Trading
221
Simplex Trading
Illinois
$37K
BF
222
BOK Financial
Oklahoma
$32.7K
GA
223
GoalVest Advisory
New York
$32K
BlackRock
224
BlackRock
New York
$27.6K
T
225
Transce3nd
Texas
$27.4K