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AllianceBernstein

276 hedge funds and large institutions have $562M invested in AllianceBernstein in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 69 increasing their positions, 78 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $5.95M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less funds holding

Funds holding: 291276 (-15)

11.1% less ownership

Funds ownership: 23.52%12.42% (-11%)

12% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 78

30% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 43

44% less capital invested

Capital invested by funds: $996M → $562M (-$435M)

Holders
276
Holders Change
-15
Holders Change %
-5.15%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
69
Reduced
78
Closed
43
Calls
$14.4M
Puts
$5.95M
Net Calls
+$8.43M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$99.9M -$34.1M -869,402 -26%
American Century Companies
2
American Century Companies
Missouri
$47.8M -$22.1M -563,521 -32%
Bank of America
3
Bank of America
North Carolina
$44.2M -$10.3M -263,098 -20%
Morgan Stanley
4
Morgan Stanley
New York
$26.3M -$159M -4,061,033 -86%
Wells Fargo
5
Wells Fargo
California
$18.6M +$293K +7,484 +2%
LPL Financial
6
LPL Financial
California
$17.2M +$1.61M +41,029 +11%
Franklin Resources
7
Franklin Resources
California
$15.7M -$173K -4,425 -1%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$14.8M -$30.2M -769,734 -68%
CM
9
Churchill Management
California
$12.9M -$253K -6,445 -2%
CAM
10
Cresset Asset Management
Illinois
$12.6M +$12.1M +308,845 New
UBS Group
11
UBS Group
Switzerland
$11.9M -$39.1M -996,962 -77%
Stifel Financial
12
Stifel Financial
Missouri
$9.03M +$356K +9,092 +4%
HIP
13
HUB Investment Partners
Texas
$8.5M -$168K -4,275 -2%
FTIA
14
Four Tree Island Advisory
New Hampshire
$8.5M
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$7.52M +$11.6K +297 +0.2%
Invesco
16
Invesco
Georgia
$7.13M -$5.9M -150,465 -46%
Raymond James Financial
17
Raymond James Financial
Florida
$7.09M -$204K -5,208 -3%
HKAM
18
Horizon Kinetics Asset Management
New York
$6.73M +$1.92M +48,906 +42%
Osaic Holdings
19
Osaic Holdings
Arizona
$6.52M -$251K -6,411 -4%
DADC
20
D.A. Davidson & Co
Montana
$6.12M +$83.6K +2,132 +1%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$5.15M -$163K -4,164 -3%
NWM
22
Nicola Wealth Management
British Columbia, Canada
$4.65M -$1.61M -41,000 -26%
HF
23
HRT Financial
New York
$4.42M +$3.45M +88,045 +438%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$4.24M -$151K -3,861 -4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.9M +$284K +7,249 +8%

AB Hedge Fund Activity: Q2 2025 in Review

276 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q2 2025, worth a combined $562M — down 44% from $996M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of AB and 30 opened new positions — a net loss of 13 holders — while 78 trimmed existing stakes and 69 added.

The largest buyer was Cresset Asset Management, opening a new position worth an estimated $12.1M. The largest seller was Morgan Stanley, cutting an estimated $159M.

  • 276 institutional investors held AllianceBernstein (AB) as of Q2 2025, down from 291 in Q1 2025.
  • Funds reported $562M of AllianceBernstein stock for Q2 2025, down 44% quarter-over-quarter.
  • 30 funds opened new AllianceBernstein positions in Q2 2025 and 43 closed out, a net change of -13 holders.
  • The largest AllianceBernstein buyer in Q2 2025 was Cresset Asset Management, an estimated $12.1M added.
  • The largest AllianceBernstein seller in Q2 2025 was Morgan Stanley, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2025.