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AllianceBernstein

273 hedge funds and large institutions have $561M invested in AllianceBernstein in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 69 increasing their positions, 77 reducing their positions, and 44 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 funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

11.1% less ownership

Funds ownership: 23.51%12.4% (-11%)

32% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 44

44% less capital invested

Capital invested by funds: $996M → $561M (-$435M)

Holders
273
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
CSC
201
Caldwell Sutter Capital
California
$144K
AIM
202
Anchor Investment Management
South Carolina
$138K
NA
203
NewEdge Advisors
Louisiana
$135K
EWA
204
EverSource Wealth Advisors
Alabama
$107K
VNIM
205
Vaughan Nelson Investment Management
Texas
$106K
GSWM
206
Golden State Wealth Management
California
$105K
TLCM
207
Twin Lakes Capital Management
California
$103K
AWM
208
Atticus Wealth Management
Florida
$95.7K
NSIM
209
North Star Investment Management
Illinois
$95.6K
ZBNA
210
Zions Bancorporation, National Association
Utah
$81.7K
GWM
211
Geneos Wealth Management
Colorado
$81.4K
CAM
212
Costello Asset Management
Pennsylvania
$77.6K
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$74.7K
LFG
214
Larson Financial Group
Missouri
$61.2K
GWSG
215
GPS Wealth Strategies Group
Colorado
$58.6K
UB
216
UMB Bank
Missouri
$53.1K
HIA
217
Harbor Investment Advisory
Maryland
$49K
GIA
218
GHP Investment Advisors
Colorado
$47.1K
KA
219
Kozak & Associates
Colorado
$46.3K
GJIA
220
Glass Jacobson Investment Advisors
Maryland
$46.1K
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$40.8K
HPC
222
HM Payson & Co
Maine
$40.8K
CTC
223
Central Trust Company
Missouri
$40.8K
TC
224
Truvestments Capital
Florida
$38.3K
Simplex Trading
225
Simplex Trading
Illinois
$37K