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AlTi Global

76 hedge funds and large institutions have $149M invested in AlTi Global in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

29% more capital invested

Capital invested by funds: $116M → $149M (+$33M)

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

3% more funds holding

Funds holding: 7476 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.71% less ownership

Funds ownership: 31.99%31.28% (-0.71%)

Holders
76
Holders Change
+2
Holders Change %
+2.7%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
27
Reduced
23
Closed
6
Calls
$311K
Puts
Net Calls
+$311K
Net Calls Change
+$311K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$20.2K +$252 +61 +1%
AIP
52
Ameritas Investment Partners
Nebraska
$20.2K
Legal & General Group
53
Legal & General Group
United Kingdom
$18K
Russell Investments Group
54
Russell Investments Group
United Kingdom
$17.6K +$458 +111 +3%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$12.4K +$908 +220 +9%
SCM
56
Sterling Capital Management
North Carolina
$11.6K -$1.83K -443 -15%
TRCT
57
Tower Research Capital (TRC)
New York
$10.4K -$4.23K -1,026 -31%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$9K +$681 +165 +9%
SPIA
59
Steward Partners Investment Advisory
New York
$6.96K
AB
60
Amalgamated Bank
New York
$6K +$697 +169 +14%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$5.11K
Citigroup
62
Citigroup
New York
$4.72K +$1.83K +444 +77%
Optiver Holding
63
Optiver Holding
Netherlands
$1.93K
KG
64
Kilter Group
New York
$928
EWA
65
EverSource Wealth Advisors
Alabama
$599 +$17 +4 +3%
Group One Trading
66
Group One Trading
Illinois
$302 +$268 +65 New
IA
67
IFP Advisors
Florida
$158 +$8 +2 +6%
TWD
68
True Wealth Design
Ohio
$154 -$54 -13 -28%
EP
69
Essential Partners
California
$88 +$12 +3 +19%
LFG
70
Larson Financial Group
Missouri
$51 -$4.13K -1,000 -99%
SS
71
Sunbelt Securities
Texas
$51 +$4 +1 +10%
AAP
72
Arax Advisory Partners
Colorado
$46 -$3.29K -797 -99%
SS
73
SBI Securities
Japan
$32 -$4 -1 -13%
RIL
74
Rothschild Investment LLC
Illinois
$28 +$25 +6 New
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$23 +$21 +5 New

ALTI Hedge Fund Activity: Q4 2025 in Review

76 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in AlTi Global (ALTI) for Q4 2025, worth a combined $149M — up 29% from $116M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ALTI positions and 6 closed out — a net gain of 2 holders — while 27 added to existing stakes and 23 trimmed.

The largest buyer was Yorkville Advisors Global, adding an estimated $832K. The largest seller was UBS Group, cutting an estimated $1.27M.

  • 76 institutional investors held AlTi Global (ALTI) as of Q4 2025, up from 74 in Q3 2025.
  • Funds reported $149M of AlTi Global stock for Q4 2025, up 29% quarter-over-quarter.
  • 8 funds opened new AlTi Global positions in Q4 2025 and 6 closed out, a net change of +2 holders.
  • The largest AlTi Global buyer in Q4 2025 was Yorkville Advisors Global, an estimated $832K added.
  • The largest AlTi Global seller in Q4 2025 was UBS Group, an estimated $1.27M sold.

Based on aggregated 13F filings for Q4 2025.