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AlTi Global

74 hedge funds and large institutions have $116M invested in AlTi Global in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

16% more funds holding

Funds holding: 6474 (+10)

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

1.36% more ownership

Funds ownership: 30.64%31.99% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less capital invested

Capital invested by funds: $127M → $116M (-$11.3M)

Holders
74
Holders Change
+10
Holders Change %
+15.63%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
21
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$13.8K
Russell Investments Group
52
Russell Investments Group
United Kingdom
$13.1K +$14.6K +3,525 +2,274%
TRCT
53
Tower Research Capital (TRC)
New York
$11.6K -$26.5K -6,382 -66%
SCM
54
Sterling Capital Management
North Carolina
$10.5K +$8.06K +1,943 +195%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$8.7K +$8 +2 +0.1%
Simplex Trading
56
Simplex Trading
Illinois
$7K +$8.97K +2,163 New
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$6K -$564 -136 -7%
SPIA
58
Steward Partners Investment Advisory
New York
$5.34K
AB
59
Amalgamated Bank
New York
$4K
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$3.92K
LFG
61
Larson Financial Group
Missouri
$3.6K
AAP
62
Arax Advisory Partners
Colorado
$2.87K +$3.35K +807 New
Citigroup
63
Citigroup
New York
$2.04K -$57.2K -13,785 -96%
Optiver Holding
64
Optiver Holding
Netherlands
$1.48K +$1.73K +416 New
KG
65
Kilter Group
New York
$712
EWA
66
EverSource Wealth Advisors
Alabama
$445 +$25 +6 +5%
TWD
67
True Wealth Design
Ohio
$164 -$91 -22 -32%
CA
68
Clearstead Advisors
Ohio
$125
IA
69
IFP Advisors
Florida
$114
EP
70
Essential Partners
California
$57 +$41 +10 +167%
SS
71
Sunbelt Securities
Texas
$36 +$41 +10 New
SS
72
SBI Securities
Japan
$28 +$4 +1 +14%
AF
73
Allworth Financial
California
$18 +$21 +5 New
DCM
74
Dupont Capital Management
Delaware
$14
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
-$214K -51,632 Closed

ALTI Hedge Fund Activity: Q3 2025 in Review

74 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in AlTi Global (ALTI) for Q3 2025, worth a combined $116M — down 8.9% from $127M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ALTI positions and 5 closed out — a net gain of 10 holders — while 21 added to existing stakes and 19 trimmed.

The largest buyer was Allianz, adding an estimated $6.32M. The largest seller was Vanguard Group, cutting an estimated $1.3M.

  • 74 institutional investors held AlTi Global (ALTI) as of Q3 2025, up from 64 in Q2 2025.
  • Funds reported $116M of AlTi Global stock for Q3 2025, down 8.9% quarter-over-quarter.
  • 15 funds opened new AlTi Global positions in Q3 2025 and 5 closed out, a net change of +10 holders.
  • The largest AlTi Global buyer in Q3 2025 was Allianz, an estimated $6.32M added.
  • The largest AlTi Global seller in Q3 2025 was Vanguard Group, an estimated $1.3M sold.

Based on aggregated 13F filings for Q3 2025.