We are live on ! Find out more
AB icon

AllianceBernstein

291 hedge funds and large institutions have $996M invested in AllianceBernstein in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 85 increasing their positions, 66 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 66

10% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 41

0.77% more ownership

Funds ownership: 22.74%23.52% (+0.77%)

0% more funds holding

Funds holding: 291291 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

14% less capital invested

Capital invested by funds: $1.16B → $996M (-$165M)

18% less call options, than puts

Call options by funds: $21.2M | Put options by funds: $26M

Holders
291
Holders Change
Holders Change %
0%
% of All Funds
3.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
45
Increased
85
Reduced
66
Closed
41
Calls
$21.2M
Puts
$26M
Net Calls
-$4.76M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$180M +$77.6M +2,062,056 +78%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$127M +$7.71M +204,839 +7%
American Century Companies
3
American Century Companies
Missouri
$66.5M -$48.6M -1,291,335 -43%
Bank of America
4
Bank of America
North Carolina
$51.6M +$19.9M +527,806 +64%
UBS Group
5
UBS Group
Switzerland
$49.4M +$25.4M +675,790 +110%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$43.4M +$41.4M +1,098,916 +3,234%
Goldman Sachs
7
Goldman Sachs
New York
$35.1M +$11.8M +312,878 +52%
Jennison Associates
8
Jennison Associates
New York
$34.9M -$1.06M -28,091 -3%
Citadel Advisors
9
Citadel Advisors
Florida
$21.1M +$17.5M +464,915 +538%
6CM
10
683 Capital Management
New York
$20.1M +$19.8M +525,825 New
JP Morgan Chase
11
JP Morgan Chase
New York
$19M -$90.5M -2,404,278 -83%
Wells Fargo
12
Wells Fargo
California
$17.2M -$234K -6,219 -1%
Franklin Resources
13
Franklin Resources
California
$14.9M
LPL Financial
14
LPL Financial
California
$14.6M +$362K +9,628 +3%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$12.5M +$8.63M +229,218 +235%
Invesco
16
Invesco
Georgia
$12.5M +$3.8M +101,041 +45%
CM
17
Churchill Management
California
$12.3M +$12.1M +321,289 New
HIP
18
HUB Investment Partners
Texas
$8.14M -$63.7K -1,693 -0.8%
Stifel Financial
19
Stifel Financial
Missouri
$8.13M +$3.95K +105 +0%
FTIA
20
Four Tree Island Advisory
New Hampshire
$7.97M -$992K -26,353 -11%
UFM
21
Ursa Fund Management
California
$7.66M +$7.53M +200,000 New
GF
22
Gabelli Funds
New York
$7.47M +$3.35M +89,000 +84%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$7M +$163K +4,338 +2%
Raymond James Financial
24
Raymond James Financial
Florida
$6.85M -$48.5K -1,287 -0.7%
CCM
25
Callodine Capital Management
Massachusetts
$6.67M -$224K -5,940 -3%

AB Hedge Fund Activity: Q1 2025 in Review

291 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q1 2025, worth a combined $996M — down 14% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AB positions and 41 closed out — a net gain of 4 holders — while 85 added to existing stakes and 66 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $77.6M. The largest seller was JP Morgan Chase, cutting an estimated $90.5M.

  • 291 institutional investors held AllianceBernstein (AB) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $996M of AllianceBernstein stock for Q1 2025, down 14% quarter-over-quarter.
  • 45 funds opened new AllianceBernstein positions in Q1 2025 and 41 closed out, a net change of +4 holders.
  • The largest AllianceBernstein buyer in Q1 2025 was Morgan Stanley, an estimated $77.6M added.
  • The largest AllianceBernstein seller in Q1 2025 was JP Morgan Chase, an estimated $90.5M sold.

Based on aggregated 13F filings for Q1 2025.