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AllianceBernstein

281 hedge funds and large institutions have $452M invested in AllianceBernstein in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 61 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

3.07% less ownership

Funds ownership: 16.14%13.07% (-3.1%)

20% less capital invested

Capital invested by funds: $566M → $452M (-$114M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$25.2M
Puts
$24.3M
Net Calls
Net Calls Change

Top Buyers

1 +$5.03M
2 +$3.33M
3 +$3.18M
4
Jane Street
Jane Street
New York
+$2.98M
5
N
Natixis
France
+$2.95M
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
201
Wilmington Savings Fund Society
Delaware
$193K
RIL
202
Rothschild Investment LLC
Illinois
$187K
BIAS
203
Beacon Investment Advisory Services
New Jersey
$182K
Citigroup
204
Citigroup
New York
$161K
CSC
205
Caldwell Sutter Capital
California
$124K
AIM
206
Anchor Investment Management
South Carolina
$112K
GSWM
207
Golden State Wealth Management
California
$108K
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$107K
TLCM
209
Twin Lakes Capital Management
California
$101K
VNIM
210
Vaughan Nelson Investment Management
Texas
$97.3K
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$93.6K
NSIM
212
North Star Investment Management
Illinois
$93.2K
HHCP
213
Hilton Head Capital Partners
South Carolina
$82.4K
OCM
214
Osterweis Capital Management
California
$79.5K
GWM
215
Geneos Wealth Management
Colorado
$77.6K
SPIA
216
Steward Partners Investment Advisory
New York
$75.9K
EWA
217
EverSource Wealth Advisors
Alabama
$72.9K
CAM
218
Costello Asset Management
Pennsylvania
$71.1K
AG
219
AmeriFlex Group
Nevada
$63.6K
PA
220
Parallel Advisors
California
$62.6K
LFG
221
Larson Financial Group
Missouri
$56.2K
CTC
222
Central Trust Company
Missouri
$56.2K
UBS AM
223
UBS AM
Illinois
$56.2K
HWA
224
Heritage Wealth Advisors
Virginia
$50.5K
UB
225
UMB Bank
Missouri
$48.7K