AlTi Global
ALTI
ALTI
57 hedge funds and large institutions have $89.7M invested in AlTi Global in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
19
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$366K |
| 2 |
Goldman Sachs
New York
|
-$148K |
| 3 |
AG
AlTi Global
New York
|
-$135K |
| 4 |
JPMorgan Chase & Co
New York
|
-$123K |
| 5 |
BlackRock
New York
|
-$110K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
51
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | +$1.37K | +415 | +84% |
|
|
SCM
52
Sterling Capital Management
Charlotte,
North Carolina
| $1.89K | -$1.6K | -525 | -46% |
|
53
Russell Investments Group
London,
United Kingdom
| $471 | -$280 | -92 | -37% |
|
|
EWA
54
EverSource Wealth Advisors
Birmingham,
Alabama
| $252 | +$200 | +66 | +388% |
|
|
TWD
55
True Wealth Design
Akron,
Ohio
| $28 | +$28 | +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 |
|