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AlTi Global
ALTI

57 hedge funds and large institutions have $89.7M invested in AlTi Global in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

0% more funds holding

Funds holding: 57 → 57 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0.96% less ownership

Funds ownership: 31.67% → 30.71% (-0.96%)

32% less capital invested

Capital invested by funds: $131M → $89.7M (-$41.3M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
19
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$241K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$117K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$101K
4
Invesco
Invesco
Georgia
+$98.4K
5
FLPIM
F.L. Putnam Investment Management
Massachusetts
+$89.6K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$431K
2
Goldman Sachs
Goldman Sachs
New York
-$174K
3
AG
AlTi Global
New York
-$159K
4
JP Morgan Chase
JP Morgan Chase
New York
-$145K
5
BlackRock
BlackRock
New York
-$130K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$74.2K -$7.85K -2,192 -8%
AllianceBernstein
27
AllianceBernstein
Tennessee
$66.5K – – –
IIM
28
INTECH Investment Management
Florida
$65.2K +$39.7K +11,086 +107%
Wells Fargo
29
Wells Fargo
California
$64.2K +$3.12K +871 +4%
Mirae Asset Global ETFs Holdings
30
Mirae Asset Global ETFs Holdings
Hong Kong
$61.3K +$3.07K +858 +4%
GFL
31
Granite FO LLC
New Hampshire
$59.1K +$12.9K +3,600 +23%
Deutsche Bank
32
Deutsche Bank
Germany
$55.7K – – –
CF
33
Corebridge Financial
Texas
$52.4K +$315 +88 +0.5%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$45K +$3.2K +893 +7%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44K +$1.19K +332 +2%
AQR Capital Management
36
AQR Capital Management
Connecticut
$41.5K +$48.9K +13,651 New
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$39.5K +$10.4K +2,909 +29%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$34.5K -$1.88K -526 -4%
PFSRSONJ
39
Police & Firemen's Retirement System of New Jersey
New Jersey
$20.6K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$20K +$23.9K +6,676 New
TRCT
41
Tower Research Capital (TRC)
New York
$11.3K +$2.36K +660 +21%
Legal & General Group
42
Legal & General Group
United Kingdom
$8.82K – – –
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$7.43K – – –
Fidelity Investments
44
Fidelity Investments
Massachusetts
$6.9K +$1.39K +388 +21%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$6.49K -$12.4K -3,456 -62%
AIP
46
Ameritas Investment Partners
Nebraska
$5.28K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$4.56K -$1.79K -500 -25%
AB
48
Amalgamated Bank
New York
$4K +$1.72K +481 +68%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$3.35K – – –
LFG
50
Larson Financial Group
Missouri
$3.07K – – –
1
2
3

ALTI Hedge Fund Activity: Q1 2025 in Review

57 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AlTi Global (ALTI) for Q1 2025, worth a combined $89.7M — down 32% from $131M a quarter earlier.

Fund positioning in ALTI was balanced in Q1 2025: 5 funds opened new positions, 5 closed out, 19 added to existing stakes and 18 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $241K. The largest seller was UBS Group, cutting an estimated $431K.

  • 57 institutional investors held AlTi Global (ALTI) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $89.7M of AlTi Global stock for Q1 2025, down 32% quarter-over-quarter.
  • 5 funds opened new AlTi Global positions in Q1 2025 and 5 closed out, a net change of 0 holders.
  • The largest AlTi Global buyer in Q1 2025 was Citadel Advisors, an estimated $241K added.
  • The largest AlTi Global seller in Q1 2025 was UBS Group, an estimated $431K sold.

Based on aggregated 13F filings for Q1 2025.