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AllianceBernstein

275 hedge funds and large institutions have $535M invested in AllianceBernstein in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 93 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $4.96M

58% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 59

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

0.23% more ownership

Funds ownership: 12.42%12.65% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 276275 (-1)

5% less capital invested

Capital invested by funds: $562M → $535M (-$27M)

Holders
275
Holders Change
-1
Holders Change %
-0.36%
% 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
23
Increased
93
Reduced
59
Closed
20
Calls
$14.4M
Puts
$4.96M
Net Calls
+$9.48M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$78.7M -$15.5M -387,165 -16%
American Century Companies
2
American Century Companies
Missouri
$44.5M -$268K -6,706 -0.6%
Bank of America
3
Bank of America
North Carolina
$37M -$4.59M -114,674 -11%
Morgan Stanley
4
Morgan Stanley
New York
$30.1M +$5.77M +144,236 +22%
LPL Financial
5
LPL Financial
California
$18.9M +$2.88M +71,972 +17%
Wells Fargo
6
Wells Fargo
California
$16.3M -$1.22M -30,446 -7%
Franklin Resources
7
Franklin Resources
California
$14.7M
Neuberger Berman Group
8
Neuberger Berman Group
New York
$14.7M +$826K +20,632 +6%
CAM
9
Cresset Asset Management
Illinois
$14.5M +$2.77M +69,338 +22%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$12.9M +$12.4M +309,673 +1,154%
UBS Group
11
UBS Group
Switzerland
$11.5M +$298K +7,450 +3%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$8.66M +$4.91M +122,762 +118%
Stifel Financial
13
Stifel Financial
Missouri
$8.2M -$267K -6,660 -3%
FTIA
14
Four Tree Island Advisory
New Hampshire
$7.94M -$20.5K -512 -0.2%
Invesco
15
Invesco
Georgia
$7.51M +$876K +21,890 +13%
Raymond James Financial
16
Raymond James Financial
Florida
$7.42M +$814K +20,338 +12%
HKAM
17
Horizon Kinetics Asset Management
New York
$7.2M +$935K +23,364 +14%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$7.16M +$130K +3,259 +2%
Citadel Advisors
19
Citadel Advisors
Florida
$6.54M +$6.42M +160,383 +1,484%
Osaic Holdings
20
Osaic Holdings
Arizona
$6.48M +$235K +5,871 +4%
HIP
21
HUB Investment Partners
Texas
$6.16M -$1.89M -47,181 -23%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$6.09M +$1.33M +33,257 +26%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$5.95M +$3.4M +85,074 +121%
DADC
24
D.A. Davidson & Co
Montana
$5.72M -$6.28K -157 -0.1%
MAP
25
Moody Aldrich Partners
Massachusetts
$5.25M +$3.12M +78,047 +132%

AB Hedge Fund Activity: Q3 2025 in Review

275 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q3 2025, worth a combined $535M — down 4.8% from $562M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AB positions and 20 closed out — a net gain of 3 holders — while 93 added to existing stakes and 59 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $12.4M. The largest seller was Fidelity Investments, cutting an estimated $15.5M.

  • 275 institutional investors held AllianceBernstein (AB) as of Q3 2025, down from 276 in Q2 2025.
  • Funds reported $535M of AllianceBernstein stock for Q3 2025, down 4.8% quarter-over-quarter.
  • 23 funds opened new AllianceBernstein positions in Q3 2025 and 20 closed out, a net change of +3 holders.
  • The largest AllianceBernstein buyer in Q3 2025 was Focus Partners Wealth, an estimated $12.4M added.
  • The largest AllianceBernstein seller in Q3 2025 was Fidelity Investments, an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2025.