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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 5 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

0% more funds holding

Funds holding: 5757 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0.96% less ownership

Funds ownership: 31.67%30.71% (-0.96%)

32% less capital invested

Capital invested by funds: $131M → $89.7M (-$41.3M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
57
Holders Change
Holders Change %
0%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
19
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
A
1
Allianz
Germany
$58.7M
BlackRock
2
BlackRock
New York
$7.97M -$130K -36,230 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.95M +$17.6K +4,925 +0.2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.43M +$117K +32,537 +3%
AG
5
AlTi Global
New York
$2.35M -$159K -44,260 -5%
State Street
6
State Street
Massachusetts
$2.03M -$17.7K -4,950 -0.7%
BF
7
BOK Financial
Oklahoma
$1.81M
Charles Schwab
8
Charles Schwab
California
$1.4M -$27.6K -7,717 -2%
Northern Trust
9
Northern Trust
Illinois
$1.04M +$26K +7,270 +2%
UBS Group
10
UBS Group
Switzerland
$926K -$431K -120,292 -28%
NW
11
NewEdge Wealth
Pennsylvania
$350K +$5.28K +1,475 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$241K -$9.53K -2,660 -3%
Goldman Sachs
13
Goldman Sachs
New York
$218K -$174K -48,639 -40%
Morgan Stanley
14
Morgan Stanley
New York
$211K -$21.2K -5,929 -8%
Citadel Advisors
15
Citadel Advisors
Florida
$205K +$241K +67,294 New
N
16
Nuveen
North Carolina
$158K
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$131K +$101K +28,203 +190%
JP Morgan Chase
18
JP Morgan Chase
New York
$123K -$145K -40,443 -50%
Invesco
19
Invesco
Georgia
$115K +$98.4K +27,455 +263%
Barclays
20
Barclays
United Kingdom
$108K -$59K -16,464 -32%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$99.6K -$1.92K -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 +$89.6K +25,000 New
Bank of America
25
Bank of America
North Carolina
$75.8K -$55.7K -15,555 -38%

ALTI Hedge Fund Activity: Q1 2025 in Review

57 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AlTi Global (ALTI) for Q1 2025, worth a combined $89.7M — down 32% from $131M a quarter earlier.

Fund positioning in ALTI was balanced in Q1 2025: 5 funds opened new positions, 5 closed out, 19 added to existing stakes and 18 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $241K. The largest seller was UBS Group, cutting an estimated $431K.

  • 57 institutional investors held AlTi Global (ALTI) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $89.7M of AlTi Global stock for Q1 2025, down 32% quarter-over-quarter.
  • 5 funds opened new AlTi Global positions in Q1 2025 and 5 closed out, a net change of 0 holders.
  • The largest AlTi Global buyer in Q1 2025 was Citadel Advisors, an estimated $241K added.
  • The largest AlTi Global seller in Q1 2025 was UBS Group, an estimated $431K sold.

Based on aggregated 13F filings for Q1 2025.