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AlTi Global
ALTI

63 hedge funds and large institutions have $127M invested in AlTi Global in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

0.07% less ownership

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

Holders
63
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$1.19M
2
+$877K
3
+$710K
4
STA
Summit Trail Advisors
New York
+$419K
5
PC
Permanens Capital
New York
+$323K

Top Sellers

1
-$205K
2
-$191K
3
-$84.6K
4
CF
Corebridge Financial
Texas
-$52.4K
5
Citigroup
Citigroup
New York
-$41.7K
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
KG
55
Kilter Group
New York
$830
Russell Investments Group
56
Russell Investments Group
United Kingdom
$643
EWA
57
EverSource Wealth Advisors
Alabama
$494
TWD
58
True Wealth Design
Ohio
$283
Nisa Investment Advisors
59
Nisa Investment Advisors
Missouri
$241
CA
60
Clearstead Advisors
Ohio
$146
IA
61
IFP Advisors
Florida
$133
SS
62
SBI Securities
Japan
$29
DCM
63
Dupont Capital Management
Delaware
$17
Citadel Advisors
64
Citadel Advisors
Florida
–
CF
65
Corebridge Financial
Texas
–
1 2
3