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AlTi Global
ALTI

64 hedge funds and large institutions have $127M invested in AlTi Global in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 4

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

42% more capital invested

Capital invested by funds: $89.7M → $127M (+$37.3M)

12% more funds holding

Funds holding: 57 → 64 (+7)

0.07% less ownership

Funds ownership: 30.71% → 30.64% (-0.07%)

Holders
64
Holders Change
+7
Holders Change %
+12.28%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
34
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$988K
2
UBS Group
UBS Group
Switzerland
+$729K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$590K
4
STA
Summit Trail Advisors
New York
+$348K
5
PC
Permanens Capital
New York
+$268K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$205K
2
Goldman Sachs
Goldman Sachs
New York
-$159K
3
JP Morgan Chase
JP Morgan Chase
New York
-$70.3K
4
CF
Corebridge Financial
Texas
-$52.4K
5
Citigroup
Citigroup
New York
-$34.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
51
Amalgamated Bank
New York
$5K – – –
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$4.57K – – –
LFG
53
Larson Financial Group
Missouri
$4.2K – – –
SCM
54
Sterling Capital Management
North Carolina
$4.13K +$1.29K +374 +60%
KG
55
Kilter Group
New York
$830 +$690 +200 New
Russell Investments Group
56
Russell Investments Group
United Kingdom
$643 – – –
EWA
57
EverSource Wealth Advisors
Alabama
$494 +$124 +36 +43%
TWD
58
True Wealth Design
Ohio
$283 +$203 +59 +656%
Nisa Investment Advisors
59
Nisa Investment Advisors
Missouri
$241 +$200 +58 New
CA
60
Clearstead Advisors
Ohio
$146 +$121 +35 New
IA
61
IFP Advisors
Florida
$133 +$110 +32 New
SS
62
SBI Securities
Japan
$29 – – –
EP
63
Essential Partners
California
$25 +$21 +6 New
DCM
64
Dupont Capital Management
Delaware
$17 – – –
Citadel Advisors
65
Citadel Advisors
Florida
– -$205K -67,294 Closed
CF
66
Corebridge Financial
Texas
– -$52.4K -17,236 Closed
1 2
3

ALTI Hedge Fund Activity: Q2 2025 in Review

64 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AlTi Global (ALTI) for Q2 2025, worth a combined $127M — up 42% from $89.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ALTI positions and 2 closed out — a net gain of 7 holders — while 34 added to existing stakes and 4 trimmed.

The largest buyer was BlackRock, adding an estimated $988K. The largest seller was Citadel Advisors, exiting entirely with an estimated $205K sold.

  • 64 institutional investors held AlTi Global (ALTI) as of Q2 2025, up from 57 in Q1 2025.
  • Funds reported $127M of AlTi Global stock for Q2 2025, up 42% quarter-over-quarter.
  • 9 funds opened new AlTi Global positions in Q2 2025 and 2 closed out, a net change of +7 holders.
  • The largest AlTi Global buyer in Q2 2025 was BlackRock, an estimated $988K added.
  • The largest AlTi Global seller in Q2 2025 was Citadel Advisors, an estimated $205K sold.

Based on aggregated 13F filings for Q2 2025.