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AllianceBernstein

279 hedge funds and large institutions have $562M invested in AllianceBernstein in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 76 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

2% more funds holding

Funds holding: 273279 (+6)

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
279
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
$18.5M
Puts
$4.81M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
201
Simplex Trading
Illinois
$159K
CSC
202
Caldwell Sutter Capital
California
$136K
AIM
203
Anchor Investment Management
South Carolina
$115K
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$108K
Citigroup
205
Citigroup
New York
$103K
EWA
206
EverSource Wealth Advisors
Alabama
$101K
TLCM
207
Twin Lakes Capital Management
California
$101K
VNIM
208
Vaughan Nelson Investment Management
Texas
$100K
GSWM
209
Golden State Wealth Management
California
$99.8K
NSIM
210
North Star Investment Management
Illinois
$93.6K
HHCP
211
Hilton Head Capital Partners
South Carolina
$84.7K
OCM
212
Osterweis Capital Management
California
$81.7K
GWM
213
Geneos Wealth Management
Colorado
$78.5K
ZBNA
214
Zions Bancorporation, National Association
Utah
$77K
CAM
215
Costello Asset Management
Pennsylvania
$73.1K
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$70.4K
AG
217
AmeriFlex Group
Nevada
$65.4K
SPIA
218
Steward Partners Investment Advisory
New York
$58.2K
LFG
219
Larson Financial Group
Missouri
$57.7K
HWA
220
Heritage Wealth Advisors
Virginia
$51.9K
EW
221
Elyxium Wealth
California
$51.3K
UB
222
UMB Bank
Missouri
$50K
GIA
223
GHP Investment Advisors
Colorado
$46.2K
GJIA
224
Glass Jacobson Investment Advisors
Maryland
$45.2K
HPC
225
HM Payson & Co
Maine
$38.5K