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AlTi Global
ALTI

47 hedge funds and large institutions have $37.8M invested in AlTi Global in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

14% more capital invested

Capital invested by funds: $33.1M → $37.8M (+$4.73M)

12% more funds holding

Funds holding: 42 → 47 (+5)

1.15% more ownership

Funds ownership: 8.97% → 10.12% (+1.2%)

Holders
47
Holders Change
+5
Holders Change %
+11.9%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
19
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.79M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.54M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$932K
4
State Street
State Street
Massachusetts
+$483K
5
Charles Schwab
Charles Schwab
California
+$335K

Top Sellers

Rank Fund Capital Flow
1
Swiss National Bank
Swiss National Bank
Switzerland
-$316K
2
CG
Caprock Group
Idaho
-$220K
3
Invesco
Invesco
Georgia
-$153K
4
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
-$125K
5
Legal & General Group
Legal & General Group
United Kingdom
-$108K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$10.8M +$2.79M +579,963 +39%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.98M +$1.54M +321,037 +20%
AG
3
AlTi Global
New York
$4.02M +$53.9K +11,216 +1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.97M +$932K +193,893 +34%
State Street
5
State Street
Massachusetts
$2.67M +$483K +100,501 +24%
Charles Schwab
6
Charles Schwab
California
$1.42M +$335K +69,725 +34%
Northern Trust
7
Northern Trust
Illinois
$1.05M -$65.7K -13,668 -6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$555K +$242K +50,379 +90%
Jane Street
9
Jane Street
New York
$371K +$264K +54,965 +338%
Goldman Sachs
10
Goldman Sachs
New York
$328K +$133K +27,617 +78%
N
11
Nuveen
North Carolina
$271K +$115K +23,866 +85%
SQA
12
Simon Quick Advisors
New Jersey
$214K +$197K +41,059 New
Morgan Stanley
13
Morgan Stanley
New York
$201K +$8.75K +1,821 +5%
RhumbLine Advisers
14
RhumbLine Advisers
Massachusetts
$195K +$94K +19,547 +109%
Millennium Management
15
Millennium Management
New York
$153K +$141K +29,432 New
MI
16
MMCAP International
Cayman Islands
$130K – – –
OMC
17
Oasis Management Company
Cayman Islands
$130K +$120K +25,000 New
LPL Financial
18
LPL Financial
California
$128K +$118K +24,500 New
JP Morgan Chase
19
JP Morgan Chase
New York
$121K -$75.8K -15,774 -41%
Bank of America
20
Bank of America
North Carolina
$109K +$61.1K +12,710 +155%
AllianceBernstein
21
AllianceBernstein
Tennessee
$108K +$99.9K +20,780 New
CF
22
Corebridge Financial
Texas
$94.5K +$87.2K +18,141 New
Wells Fargo
23
Wells Fargo
California
$77.2K +$37.3K +7,756 +110%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$76.2K +$70.3K +14,626 New
VF
25
Virtu Financial
New York
$69K +$64K +13,320 New
1
2 3

ALTI Hedge Fund Activity: Q2 2024 in Review

47 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in AlTi Global (ALTI) for Q2 2024, worth a combined $37.8M — up 14% from $33.1M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ALTI positions and 9 closed out — a net gain of 6 holders — while 19 added to existing stakes and 9 trimmed.

The largest buyer was BlackRock, adding an estimated $2.79M. The largest seller was Swiss National Bank, exiting entirely with an estimated $316K sold.

  • 47 institutional investors held AlTi Global (ALTI) as of Q2 2024, up from 42 in Q1 2024.
  • Funds reported $37.8M of AlTi Global stock for Q2 2024, up 14% quarter-over-quarter.
  • 15 funds opened new AlTi Global positions in Q2 2024 and 9 closed out, a net change of +6 holders.
  • The largest AlTi Global buyer in Q2 2024 was BlackRock, an estimated $2.79M added.
  • The largest AlTi Global seller in Q2 2024 was Swiss National Bank, an estimated $316K sold.

Based on aggregated 13F filings for Q2 2024.