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AlTi Global

57 hedge funds and large institutions have $89.7M invested in AlTi Global in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
19
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
A
1
Allianz
Germany
$58.7M
BlackRock
2
BlackRock
New York
$7.97M -$110K -36,230 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.95M +$15K +4,925 +0.2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.43M +$99K +32,537 +3%
AG
5
AlTi Global
New York
$2.35M -$135K -44,260 -5%
State Street
6
State Street
Massachusetts
$2.03M -$15K -4,950 -0.7%
BF
7
BOK Financial
Oklahoma
$1.81M
Charles Schwab
8
Charles Schwab
California
$1.4M -$23.5K -7,717 -2%
Northern Trust
9
Northern Trust
Illinois
$1.04M +$22.1K +7,270 +2%
UBS Group
10
UBS Group
Switzerland
$926K -$366K -120,292 -28%
NW
11
NewEdge Wealth
Pennsylvania
$350K +$4.48K +1,475 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$241K -$8.09K -2,660 -3%
Goldman Sachs
13
Goldman Sachs
New York
$218K -$148K -48,639 -40%
Morgan Stanley
14
Morgan Stanley
New York
$211K -$18K -5,929 -8%
Citadel Advisors
15
Citadel Advisors
Florida
$205K +$205K +67,294 New
NL
16
Nuveen LLC
North Carolina
$158K +$158K +52,080 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$131K +$85.7K +28,203 +190%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$123K -$123K -40,443 -50%
Invesco
19
Invesco
Georgia
$115K +$83.5K +27,455 +263%
Barclays
20
Barclays
United Kingdom
$108K -$50.2K -16,464 -32%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$99.6K -$1.63K -535 -2%
BHCM
22
Brevan Howard Capital Management
Jersey
$79.9K
OMC
23
Oasis Management Company
Cayman Islands
$76K
FLPIM
24
F.L. Putnam Investment Management
Massachusetts
$76K +$76K +25,000 New
Bank of America
25
Bank of America
North Carolina
$75.8K -$47.3K -15,555 -38%