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AlTi Global
ALTI

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.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

24% more capital invested

Capital invested by funds: $106M → $131M (+$25.3M)

8% more funds holding

Funds holding: 53 → 57 (+4)

0.9% more ownership

Funds ownership: 30.78% → 31.67% (+0.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.75%
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
–

Top Buyers

Rank Fund Capital Flow
1
BF
BOK Financial
Oklahoma
+$2.53M
2
UBS Group
UBS Group
Switzerland
+$1.73M
3
State Street
State Street
Massachusetts
+$567K
4
NW
NewEdge Wealth
Pennsylvania
+$482K
5
BlackRock
BlackRock
New York
+$456K

Top Sellers

Rank Fund Capital Flow
1
ECM
ExodusPoint Capital Management
New York
-$279K
2
MI
MMCAP International
Cayman Islands
-$88.6K
3
Jane Street
Jane Street
New York
-$85.1K
4
CA
CV Advisors
Florida
-$84.7K
5
AG
AlTi Global
New York
-$76.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
A
1
Allianz
Germany
$85.6M – – –
BlackRock
2
BlackRock
New York
$11.7M +$456K +107,410 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.1M -$19.2K -4,536 -0.2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$4.83M +$63.1K +14,868 +1%
AG
5
AlTi Global
New York
$3.59M -$76.2K -17,975 -2%
State Street
6
State Street
Massachusetts
$2.97M +$567K +133,719 +25%
BF
7
BOK Financial
Oklahoma
$2.41M +$2.53M +595,894 New
Charles Schwab
8
Charles Schwab
California
$2.06M +$148K +34,798 +8%
UBS Group
9
UBS Group
Switzerland
$1.87M +$1.73M +408,705 +2,540%
Northern Trust
10
Northern Trust
Illinois
$1.48M +$34.4K +8,113 +2%
Goldman Sachs
11
Goldman Sachs
New York
$531K +$111K +26,281 +28%
NW
12
NewEdge Wealth
Pennsylvania
$501K +$482K +113,700 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$361K +$18.7K +4,411 +6%
JP Morgan Chase
14
JP Morgan Chase
New York
$357K +$228K +53,847 +199%
Morgan Stanley
15
Morgan Stanley
New York
$333K -$57.2K -13,481 -15%
N
16
Nuveen
North Carolina
$230K – – –
Barclays
17
Barclays
United Kingdom
$229K +$31.5K +7,417 +17%
Bank of America
18
Bank of America
North Carolina
$179K +$57.4K +13,542 +50%
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$147K -$5.64K -1,329 -4%
BHCM
20
Brevan Howard Capital Management
Jersey
$118K +$111K +26,284 New
Citigroup
21
Citigroup
New York
$117K +$8.57K +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 +$20.2K +4,764 +31%
1
2 3

ALTI Hedge Fund Activity: Q4 2024 in Review

57 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in AlTi Global (ALTI) for Q4 2024, worth a combined $131M — up 24% from $106M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ALTI positions and 8 closed out — a net gain of 5 holders — while 21 added to existing stakes and 9 trimmed.

The largest buyer was BOK Financial, opening a new position worth an estimated $2.53M. The largest seller was ExodusPoint Capital Management, exiting entirely with an estimated $279K sold.

  • 57 institutional investors held AlTi Global (ALTI) as of Q4 2024, up from 53 in Q3 2024.
  • Funds reported $131M of AlTi Global stock for Q4 2024, up 24% quarter-over-quarter.
  • 13 funds opened new AlTi Global positions in Q4 2024 and 8 closed out, a net change of +5 holders.
  • The largest AlTi Global buyer in Q4 2024 was BOK Financial, an estimated $2.53M added.
  • The largest AlTi Global seller in Q4 2024 was ExodusPoint Capital Management, an estimated $279K sold.

Based on aggregated 13F filings for Q4 2024.