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AllianceBernstein

275 hedge funds and large institutions have $535M invested in AllianceBernstein in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 93 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $4.96M

58% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 59

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

0.23% more ownership

Funds ownership: 12.42%12.65% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 276275 (-1)

5% less capital invested

Capital invested by funds: $562M → $535M (-$27M)

Holders
275
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
3.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
93
Reduced
59
Closed
20
Calls
$14.4M
Puts
$4.96M
Net Calls
+$9.48M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
201
Group One Trading
Illinois
$166K -$162K -4,044 -48%
Bessemer Group
202
Bessemer Group
New Jersey
$153K
CSC
203
Caldwell Sutter Capital
California
$135K +$280 +7 +0.2%
SOW
204
State of Wyoming
Wyoming
$124K -$214K -5,355 -62%
SPIA
205
Steward Partners Investment Advisory
New York
$118K -$41.7K -1,042 -25%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$116K +$118K +2,957 +4,165%
AIM
207
Anchor Investment Management
South Carolina
$115K -$15K -375 -11%
TCOV
208
Trust Company of Vermont
Vermont
$115K +$120K +3,000 New
EWA
209
EverSource Wealth Advisors
Alabama
$100K +$80 +2 +0.1%
Citigroup
210
Citigroup
New York
$99.4K -$981K -24,515 -90%
VNIM
211
Vaughan Nelson Investment Management
Texas
$99.4K
GSWM
212
Golden State Wealth Management
California
$99.1K +$760 +19 +0.7%
TLCM
213
Twin Lakes Capital Management
California
$98.4K +$1.84K +46 +2%
NSIM
214
North Star Investment Management
Illinois
$91.1K +$1.64K +41 +2%
GWM
215
Geneos Wealth Management
Colorado
$77K +$920 +23 +1%
ZBNA
216
Zions Bancorporation, National Association
Utah
$76.4K
CAM
217
Costello Asset Management
Pennsylvania
$72.6K
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$69.9K
LFG
219
Larson Financial Group
Missouri
$57.3K
GWSG
220
GPS Wealth Strategies Group
Colorado
$54.8K
UB
221
UMB Bank
Missouri
$49.7K
HIA
222
Harbor Investment Advisory
Maryland
$45.9K
GIA
223
GHP Investment Advisors
Colorado
$44.9K +$840 +21 +2%
KA
224
Kozak & Associates
Colorado
$44.1K +$320 +8 +0.7%
GJIA
225
Glass Jacobson Investment Advisors
Maryland
$43.9K +$800 +20 +2%

AB Hedge Fund Activity: Q3 2025 in Review

275 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q3 2025, worth a combined $535M — down 4.8% from $562M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AB positions and 20 closed out — a net gain of 3 holders — while 93 added to existing stakes and 59 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $12.4M. The largest seller was Fidelity Investments, cutting an estimated $15.5M.

  • 275 institutional investors held AllianceBernstein (AB) as of Q3 2025, down from 276 in Q2 2025.
  • Funds reported $535M of AllianceBernstein stock for Q3 2025, down 4.8% quarter-over-quarter.
  • 23 funds opened new AllianceBernstein positions in Q3 2025 and 20 closed out, a net change of +3 holders.
  • The largest AllianceBernstein buyer in Q3 2025 was Focus Partners Wealth, an estimated $12.4M added.
  • The largest AllianceBernstein seller in Q3 2025 was Fidelity Investments, an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2025.