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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$241K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$117K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$101K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$98.4K |
| 5 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
+$89.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$431K |
| 2 |
Goldman Sachs
New York
|
-$174K |
| 3 |
AG
AlTi Global
New York
|
-$159K |
| 4 |
JP Morgan Chase
New York
|
-$145K |
| 5 |
BlackRock
New York
|
-$130K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | +$1.49K | +415 | +84% |
|
|
SCM
52
Sterling Capital Management
Charlotte,
North Carolina
| $1.89K | -$1.88K | -525 | -46% |
|
53
Russell Investments Group
London,
United Kingdom
| $471 | -$330 | -92 | -37% |
|
|
EWA
54
EverSource Wealth Advisors
Birmingham,
Alabama
| $252 | +$236 | +66 | +388% |
|
|
TWD
55
True Wealth Design
Akron,
Ohio
| $28 | +$32 | +9 | New |
|
|
SS
56
SBI Securities
Tokyo,
Japan
| $21 | – | – | – |
|
|
DCM
57
Dupont Capital Management
Wilmington,
Delaware
| $12 | – | – | – |
|
|
MIM
58
MetLife Investment Management
Whippany,
New Jersey
| – | -$92.6K | -21,002 | Closed |
|
|
SQA
59
Simon Quick Advisors
Morristown,
New Jersey
| – | -$70.8K | -16,059 | Closed |
|
60
Jane Street
New York
| – | -$57.5K | -13,044 | Closed |
|
|
WCM
61
WealthTrak Capital Management
Virginia Beach,
Virginia
| – | -$155 | -35 | Closed |
|
62
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$93 | -21 | Closed |
|
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.