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AlTi Global

63 hedge funds and large institutions have $127M invested in AlTi Global in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+6
Holders Change %
+10.53%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
8
Increased
34
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
A
1
Allianz
Germany
$80.2M
BlackRock
2
BlackRock
New York
$12.1M +$1.19M +286,397 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.74M +$260K +62,538 +3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$5.39M +$710K +170,951 +15%
AG
5
AlTi Global
New York
$3.21M
State Street
6
State Street
Massachusetts
$2.82M +$45.9K +11,070 +2%
BF
7
BOK Financial
Oklahoma
$2.47M
UBS Group
8
UBS Group
Switzerland
$2.14M +$877K +211,359 +69%
Charles Schwab
9
Charles Schwab
California
$2.13M +$221K +53,327 +12%
Northern Trust
10
Northern Trust
Illinois
$1.54M +$115K +27,695 +8%
NW
11
NewEdge Wealth
Pennsylvania
$551K +$21.7K +4,715 +4%
STA
12
Summit Trail Advisors
New York
$419K +$419K +101,039 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$377K +$47.7K +11,490 +14%
Morgan Stanley
14
Morgan Stanley
New York
$371K +$82.9K +19,975 +29%
PC
15
Permanens Capital
New York
$323K +$323K +77,817 New
Barclays
16
Barclays
United Kingdom
$299K +$152K +36,777 +104%
NL
17
Nuveen LLC
North Carolina
$216K
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$214K +$35.7K +8,593 +20%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$179K +$151K +36,632 +549%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$160K +$107K +25,663 +198%
Invesco
21
Invesco
Georgia
$158K +$1.12K +269 +0.7%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$146K +$10.5K +2,521 +8%
AQR Capital Management
23
AQR Capital Management
Connecticut
$145K +$87.9K +21,184 +155%
AllianceBernstein
24
AllianceBernstein
Tennessee
$134K +$43.6K +10,500 +48%
MIM
25
MetLife Investment Management
New Jersey
$116K +$116K +27,868 New