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AllianceBernstein

269 hedge funds and large institutions have $546M invested in AllianceBernstein in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 74 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-18
Holders Change %
-6.27%
% of All Funds
3.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
29
Increased
71
Reduced
74
Closed
43
Calls
$14.4M
Puts
$5.95M
Net Calls
+$8.43M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$99.9M -$35.5M -869,402 -26%
American Century Companies
2
American Century Companies
Missouri
$47.8M -$23M -563,521 -32%
Bank of America
3
Bank of America
North Carolina
$44.2M -$10.7M -263,098 -20%
Morgan Stanley
4
Morgan Stanley
New York
$26.3M -$166M -4,061,033 -86%
Wells Fargo
5
Wells Fargo
California
$18.6M +$306K +7,484 +2%
LPL Financial
6
LPL Financial
California
$17.2M +$1.68M +41,029 +11%
Franklin Resources
7
Franklin Resources
California
$15.7M -$181K -4,425 -1%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$14.8M -$31.4M -769,734 -68%
CM
9
Churchill Management
California
$12.9M -$263K -6,445 -2%
UBS Group
10
UBS Group
Switzerland
$11.9M -$40.7M -996,962 -77%
Stifel Financial
11
Stifel Financial
Missouri
$9.03M +$371K +9,092 +4%
HIP
12
HUB Investment Partners
Texas
$8.5M -$175K -4,275 -2%
FTIA
13
Four Tree Island Advisory
New Hampshire
$8.5M
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$7.52M +$12.2K +297 +0.2%
Invesco
15
Invesco
Georgia
$7.13M -$6.14M -150,465 -46%
Raymond James Financial
16
Raymond James Financial
Florida
$7.09M -$213K -5,208 -3%
HKAM
17
Horizon Kinetics Asset Management
New York
$6.73M +$2M +48,906 +42%
DADC
18
D.A. Davidson & Co
Montana
$6.12M +$87.1K +2,132 +1%
Osaic Holdings
19
Osaic Holdings
Arizona
$5.23M -$1.04M -27,429 -17%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$5.15M -$170K -4,164 -3%
NWM
21
Nicola Wealth Management
British Columbia, Canada
$4.65M -$1.67M -41,000 -26%
HF
22
HRT Financial
New York
$4.42M +$3.59M +88,045 +438%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$4.24M -$158K -3,861 -4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.9M +$296K +7,249 +8%
CCC
25
Chelsea Counsel Company
California
$3.89M +$3.46M +84,830 +808%