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AlTi Global
ALTI

53 hedge funds and large institutions have $106M invested in AlTi Global in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more capital invested

Capital invested by funds: $37.8M → $106M (+$67.9M)

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

20.66% more ownership

Funds ownership: 10.12% → 30.78% (+21%)

13% more funds holding

Funds holding: 47 → 53 (+6)

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
22
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
A
Allianz
Germany
+$83.3M
2
BlackRock
BlackRock
New York
+$2.04M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.6M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.37M
5
Charles Schwab
Charles Schwab
California
+$687K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$164K
2
Millennium Management
Millennium Management
New York
-$153K
3
LPL Financial
LPL Financial
California
-$128K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$125K
5
SQA
Simon Quick Advisors
New Jersey
-$108K
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$68.5K +$61.1K +14,169 +342%
CF
27
Corebridge Financial
Texas
$67.4K -$478 -111 -0.6%
SG Americas Securities
28
SG Americas Securities
New York
$63K +$72.4K +16,796 New
UBS Group
29
UBS Group
Switzerland
$60.2K +$24.6K +5,707 +55%
SQA
30
Simon Quick Advisors
New Jersey
$60.1K -$108K -25,000 -61%
Wells Fargo
31
Wells Fargo
California
$57.9K +$2.87K +665 +4%
Squarepoint
32
Squarepoint
New York
$56.1K +$64.7K +15,003 New
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53.5K -$1.33K -308 -2%
VOYA Investment Management
34
VOYA Investment Management
Georgia
$46.6K – – –
RJA
35
Raymond James & Associates
Florida
$46.2K +$53.2K +12,345 New
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$41K – – –
GFL
37
Granite FO LLC
New Hampshire
$18.7K +$21.6K +5,000 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$15K -$638 -148 -4%
Legal & General Group
39
Legal & General Group
United Kingdom
$10.8K – – –
TRCT
40
Tower Research Capital (TRC)
New York
$10K -$10.1K -2,344 -47%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$9.14K – – –
AIP
42
Ameritas Investment Partners
Nebraska
$6.5K – – –
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$4.12K – – –
LFG
44
Larson Financial Group
Missouri
$3.78K +$4.31K +1,000 +9,091%
AB
45
Amalgamated Bank
New York
$3K – – –
Fidelity Investments
46
Fidelity Investments
Massachusetts
$1.99K -$1.31K -304 -36%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$1K +$884 +205 +466%
SCM
48
Sterling Capital Management
North Carolina
$400 +$461 +107 New
Russell Investments Group
49
Russell Investments Group
United Kingdom
$344 +$397 +92 New
CPA
50
Capital Performance Advisors
California
$224 +$259 +60 New
1
2
3

ALTI Hedge Fund Activity: Q3 2024 in Review

53 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in AlTi Global (ALTI) for Q3 2024, worth a combined $106M — up 180% from $37.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ALTI positions and 4 closed out — a net gain of 6 holders — while 22 added to existing stakes and 10 trimmed.

The largest buyer was Allianz, opening a new position worth an estimated $83.3M. The largest seller was Jane Street, cutting an estimated $164K.

  • 53 institutional investors held AlTi Global (ALTI) as of Q3 2024, up from 47 in Q2 2024.
  • Funds reported $106M of AlTi Global stock for Q3 2024, up 180% quarter-over-quarter.
  • 10 funds opened new AlTi Global positions in Q3 2024 and 4 closed out, a net change of +6 holders.
  • The largest AlTi Global buyer in Q3 2024 was Allianz, an estimated $83.3M added.
  • The largest AlTi Global seller in Q3 2024 was Jane Street, an estimated $164K sold.

Based on aggregated 13F filings for Q3 2024.