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AllianceBernstein

271 hedge funds and large institutions have $548M invested in AllianceBernstein in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 69 increasing their positions, 76 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

11.37% less ownership

Funds ownership: 23.49%12.11% (-11%)

34% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 44

45% less capital invested

Capital invested by funds: $995M → $548M (-$447M)

Holders
271
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
NA
201
NewEdge Advisors
Louisiana
$135K
EWA
202
EverSource Wealth Advisors
Alabama
$107K
VNIM
203
Vaughan Nelson Investment Management
Texas
$106K
GSWM
204
Golden State Wealth Management
California
$105K
TLCM
205
Twin Lakes Capital Management
California
$103K
AWM
206
Atticus Wealth Management
Florida
$95.7K
NSIM
207
North Star Investment Management
Illinois
$95.6K
ZBNA
208
Zions Bancorporation, National Association
Utah
$81.7K
GWM
209
Geneos Wealth Management
Colorado
$81.4K
CAM
210
Costello Asset Management
Pennsylvania
$77.6K
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$74.7K
LFG
212
Larson Financial Group
Missouri
$61.2K
GWSG
213
GPS Wealth Strategies Group
Colorado
$58.6K
UB
214
UMB Bank
Missouri
$53.1K
HIA
215
Harbor Investment Advisory
Maryland
$49K
GIA
216
GHP Investment Advisors
Colorado
$47.1K
KA
217
Kozak & Associates
Colorado
$46.3K
GJIA
218
Glass Jacobson Investment Advisors
Maryland
$46.1K
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$40.8K
HPC
220
HM Payson & Co
Maine
$40.8K
CTC
221
Central Trust Company
Missouri
$40.8K
TC
222
Truvestments Capital
Florida
$38.3K
Simplex Trading
223
Simplex Trading
Illinois
$37K
BF
224
BOK Financial
Oklahoma
$32.7K
GA
225
GoalVest Advisory
New York
$32K