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AllianceBernstein

284 hedge funds and large institutions have $566M invested in AllianceBernstein in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

285% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $4.81M

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

6% more capital invested

Capital invested by funds: $535M → $566M (+$31.3M)

3.5% more ownership

Funds ownership: 12.65%16.14% (+3.5%)

3% more funds holding

Funds holding: 275284 (+9)

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
284
Holders Change
+9
Holders Change %
+3.27%
% of All Funds
3.45%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
38
Increased
76
Reduced
75
Closed
26
Calls
$18.5M
Puts
$4.81M
Net Calls
+$13.7M
Net Calls Change
+$4.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$76.2M -$3.13M -78,819 -4%
Morgan Stanley
2
Morgan Stanley
New York
$54.4M +$24.8M +624,270 +79%
American Century Companies
3
American Century Companies
Missouri
$44.2M -$606K -15,274 -1%
Bank of America
4
Bank of America
North Carolina
$33.9M -$3.51M -88,573 -9%
LPL Financial
5
LPL Financial
California
$19.2M +$213K +5,364 +1%
Wells Fargo
6
Wells Fargo
California
$15.9M -$450K -11,339 -3%
Franklin Resources
7
Franklin Resources
California
$14.8M
CAM
8
Cresset Asset Management
Illinois
$14.6M +$39.8K +1,004 +0.3%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$14.1M -$660K -16,638 -4%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$13.4M +$490K +12,351 +4%
UBS Group
11
UBS Group
Switzerland
$11.3M -$207K -5,219 -2%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$8.75M +$27.4K +692 +0.3%
Stifel Financial
13
Stifel Financial
Missouri
$8.5M +$252K +6,360 +3%
CAG
14
Crestwood Advisors Group
Massachusetts
$8.42M +$8.03M +202,451 +1,244%
Invesco
15
Invesco
Georgia
$8M +$459K +11,586 +6%
FTIA
16
Four Tree Island Advisory
New Hampshire
$7.99M
Citadel Advisors
17
Citadel Advisors
Florida
$7.66M +$1.11M +27,930 +16%
Raymond James Financial
18
Raymond James Financial
Florida
$7.64M +$183K +4,626 +2%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$7.53M +$153K +3,854 +2%
HKAM
20
Horizon Kinetics Asset Management
New York
$7.46M +$217K +5,485 +3%
DADC
21
D.A. Davidson & Co
Montana
$6.38M +$633K +15,974 +11%
Osaic Holdings
22
Osaic Holdings
Arizona
$6.22M -$155K -3,900 -2%
HIP
23
HUB Investment Partners
Texas
$5.94M -$272K -6,858 -4%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$5.83M -$309K -7,790 -5%
MAP
25
Moody Aldrich Partners
Massachusetts
$5.28M