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AllianceBernstein

284 hedge funds and large institutions have $566M invested in AllianceBernstein in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

285% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $4.81M

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

6% more capital invested

Capital invested by funds: $535M → $566M (+$31.3M)

3.5% more ownership

Funds ownership: 12.65%16.14% (+3.5%)

3% more funds holding

Funds holding: 275284 (+9)

1% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 75

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
284
Holders Change
+9
Holders Change %
+3.27%
% of All Funds
3.45%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
38
Increased
76
Reduced
75
Closed
26
Calls
$18.5M
Puts
$4.81M
Net Calls
+$13.7M
Net Calls Change
+$4.25M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Crumly & Associates
Illinois
$211K
RGC
202
Roberts, Glore & Co
Illinois
$211K
PFS
203
Prospera Financial Services
Texas
$209K -$197K -4,959 -48%
GIA
204
Gladstone Institutional Advisory
Florida
$205K +$211K +5,325 New
AWM
205
Avior Wealth Management
Nebraska
$204K +$211K +5,313 New
WSFS
206
Wilmington Savings Fund Society
Delaware
$198K
Simplex Trading
207
Simplex Trading
Illinois
$159K -$314K -7,931 -66%
CSC
208
Caldwell Sutter Capital
California
$136K +$397 +10 +0.3%
AIM
209
Anchor Investment Management
South Carolina
$115K
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$108K -$9.04K -228 -8%
Citigroup
211
Citigroup
New York
$103K +$3.17K +80 +3%
EWA
212
EverSource Wealth Advisors
Alabama
$101K +$634 +16 +0.6%
TLCM
213
Twin Lakes Capital Management
California
$101K +$2.22K +56 +2%
VNIM
214
Vaughan Nelson Investment Management
Texas
$100K
GSWM
215
Golden State Wealth Management
California
$99.8K
NSIM
216
North Star Investment Management
Illinois
$93.6K +$1.98K +50 +2%
HHCP
217
Hilton Head Capital Partners
South Carolina
$84.7K +$87.2K +2,200 New
OCM
218
Osterweis Capital Management
California
$81.7K +$84.2K +2,124 New
GWM
219
Geneos Wealth Management
Colorado
$78.5K +$1.03K +26 +1%
ZBNA
220
Zions Bancorporation, National Association
Utah
$77K
CAM
221
Costello Asset Management
Pennsylvania
$73.1K
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$70.4K
AG
223
AmeriFlex Group
Nevada
$65.4K +$67.4K +1,700 New
SPIA
224
Steward Partners Investment Advisory
New York
$58.2K -$62.6K -1,580 -51%
LFG
225
Larson Financial Group
Missouri
$57.7K