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AlTi Global

57 hedge funds and large institutions have $131M invested in AlTi Global in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 8 closing their positions.

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
21
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
A
1
Allianz
Germany
$85.6M
BlackRock
2
BlackRock
New York
$11.7M +$474K +107,410 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.1M -$20K -4,536 -0.2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$4.83M +$65.6K +14,868 +1%
AG
5
AlTi Global
New York
$3.59M -$79K -17,975 -2%
State Street
6
State Street
Massachusetts
$2.97M +$590K +133,719 +25%
BF
7
BOK Financial
Oklahoma
$2.41M +$2.41M +595,894 New
Charles Schwab
8
Charles Schwab
California
$2.06M +$153K +34,798 +8%
UBS Group
9
UBS Group
Switzerland
$1.87M +$1.8M +408,705 +2,540%
Northern Trust
10
Northern Trust
Illinois
$1.48M +$35.8K +8,113 +2%
Goldman Sachs
11
Goldman Sachs
New York
$531K +$116K +26,281 +28%
NW
12
NewEdge Wealth
Pennsylvania
$501K +$501K +113,700 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$361K +$19.5K +4,411 +6%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$357K +$237K +53,847 +199%
Morgan Stanley
15
Morgan Stanley
New York
$333K -$59.5K -13,481 -15%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$230K
Barclays
17
Barclays
United Kingdom
$229K +$32.7K +7,417 +17%
Bank of America
18
Bank of America
North Carolina
$179K +$59.7K +13,542 +50%
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$147K -$5.86K -1,329 -4%
BHCM
20
Brevan Howard Capital Management
Jersey
$118K +$118K +26,284 New
Citigroup
21
Citigroup
New York
$117K +$8.91K +2,021 +8%
OMC
22
Oasis Management Company
Cayman Islands
$110K
AllianceBernstein
23
AllianceBernstein
Tennessee
$96.4K
MIM
24
MetLife Investment Management
New Jersey
$92.6K
Wells Fargo
25
Wells Fargo
California
$89.3K +$21K +4,764 +31%