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AllianceBernstein

276 hedge funds and large institutions have $562M invested in AllianceBernstein in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 69 increasing their positions, 78 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $5.95M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less funds holding

Funds holding: 291276 (-15)

11.1% less ownership

Funds ownership: 23.52%12.42% (-11%)

12% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 78

30% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 43

44% less capital invested

Capital invested by funds: $996M → $562M (-$435M)

Holders
276
Holders Change
-15
Holders Change %
-5.15%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
69
Reduced
78
Closed
43
Calls
$14.4M
Puts
$5.95M
Net Calls
+$8.43M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
JAA
201
Joel Adams & Associates
North Carolina
$204K +$196K +5,000 New
SPIA
202
Steward Partners Investment Advisory
New York
$169K
Bessemer Group
203
Bessemer Group
New Jersey
$163K +$157K +4,001 New
CSC
204
Caldwell Sutter Capital
California
$144K -$3.33K -85 -2%
AIM
205
Anchor Investment Management
South Carolina
$138K
NA
206
NewEdge Advisors
Louisiana
$135K +$745 +19 +0.6%
EWA
207
EverSource Wealth Advisors
Alabama
$107K +$78 +2 +0.1%
VNIM
208
Vaughan Nelson Investment Management
Texas
$106K
GSWM
209
Golden State Wealth Management
California
$105K
TLCM
210
Twin Lakes Capital Management
California
$103K +$1.96K +50 +2%
AWM
211
Atticus Wealth Management
Florida
$95.7K
NSIM
212
North Star Investment Management
Illinois
$95.6K
ZBNA
213
Zions Bancorporation, National Association
Utah
$81.7K
GWM
214
Geneos Wealth Management
Colorado
$81.4K -$76.3K -1,946 -49%
CAM
215
Costello Asset Management
Pennsylvania
$77.6K
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$74.7K
LFG
217
Larson Financial Group
Missouri
$61.2K
GWSG
218
GPS Wealth Strategies Group
Colorado
$58.6K
UB
219
UMB Bank
Missouri
$53.1K
HIA
220
Harbor Investment Advisory
Maryland
$49K -$1.96K -50 -4%
GIA
221
GHP Investment Advisors
Colorado
$47.1K +$902 +23 +2%
KA
222
Kozak & Associates
Colorado
$46.3K +$706 +18 +2%
GJIA
223
Glass Jacobson Investment Advisors
Maryland
$46.1K +$2.08K +53 +5%
CTC
224
Central Trust Company
Missouri
$40.8K
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$40.8K

AB Hedge Fund Activity: Q2 2025 in Review

276 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q2 2025, worth a combined $562M — down 44% from $996M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of AB and 30 opened new positions — a net loss of 13 holders — while 78 trimmed existing stakes and 69 added.

The largest buyer was Cresset Asset Management, opening a new position worth an estimated $12.1M. The largest seller was Morgan Stanley, cutting an estimated $159M.

  • 276 institutional investors held AllianceBernstein (AB) as of Q2 2025, down from 291 in Q1 2025.
  • Funds reported $562M of AllianceBernstein stock for Q2 2025, down 44% quarter-over-quarter.
  • 30 funds opened new AllianceBernstein positions in Q2 2025 and 43 closed out, a net change of -13 holders.
  • The largest AllianceBernstein buyer in Q2 2025 was Cresset Asset Management, an estimated $12.1M added.
  • The largest AllianceBernstein seller in Q2 2025 was Morgan Stanley, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2025.