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AlTi Global

62 hedge funds and large institutions have $127M invested in AlTi Global in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
62
Holders Change
+5
Holders Change %
+8.77%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
8
Increased
33
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
A
1
Allianz
Germany
$80.2M 19,318,581
BlackRock
2
BlackRock
New York
$12.1M 2,908,333 +286,397 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.74M 2,348,007 +62,538 +3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$5.39M 1,298,545 +170,951 +15%
AG
5
AlTi Global
New York
$3.21M 773,167
State Street
6
State Street
Massachusetts
$2.82M 680,052 +11,070 +2%
BF
7
BOK Financial
Oklahoma
$2.47M 595,894
UBS Group
8
UBS Group
Switzerland
$2.14M 515,865 +211,359 +69%
Charles Schwab
9
Charles Schwab
California
$2.13M 513,025 +53,327 +12%
Northern Trust
10
Northern Trust
Illinois
$1.54M 371,174 +27,695 +8%
NW
11
NewEdge Wealth
Pennsylvania
$551K 119,890 +4,715 +4%
STA
12
Summit Trail Advisors
New York
$419K 101,039 +101,039 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$377K 90,795 +11,490 +14%
Morgan Stanley
14
Morgan Stanley
New York
$371K 89,507 +19,975 +29%
PC
15
Permanens Capital
New York
$323K 77,817 +77,817 New
Barclays
16
Barclays
United Kingdom
$299K 72,187 +36,777 +104%
NL
17
Nuveen LLC
North Carolina
$216K 52,080
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$179K 43,308 +36,632 +549%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$160K 38,648 +25,663 +198%
Invesco
20
Invesco
Georgia
$158K 38,169 +269 +0.7%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$146K 35,274 +2,521 +8%
AQR Capital Management
22
AQR Capital Management
Connecticut
$145K 34,835 +21,184 +155%
AllianceBernstein
23
AllianceBernstein
Tennessee
$134K 32,360 +10,500 +48%
MIM
24
MetLife Investment Management
New Jersey
$116K 27,868 +27,868 New
BHCM
25
Brevan Howard Capital Management
Jersey
$114K 27,600 +1,316 +5%