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AlTi Global
ALTI

64 hedge funds and large institutions have $127M invested in AlTi Global in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 4

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

42% more capital invested

Capital invested by funds: $89.7M → $127M (+$37.3M)

12% more funds holding

Funds holding: 57 → 64 (+7)

0.07% less ownership

Funds ownership: 30.71% → 30.64% (-0.07%)

Holders
64
Holders Change
+7
Holders Change %
+12.28%
% 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
9
Increased
34
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$988K
2
UBS Group
UBS Group
Switzerland
+$729K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$590K
4
STA
Summit Trail Advisors
New York
+$348K
5
PC
Permanens Capital
New York
+$268K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$205K
2
Goldman Sachs
Goldman Sachs
New York
-$159K
3
JP Morgan Chase
JP Morgan Chase
New York
-$70.3K
4
CF
Corebridge Financial
Texas
-$52.4K
5
Citigroup
Citigroup
New York
-$34.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
A
1
Allianz
Germany
$80.2M – – –
BlackRock
2
BlackRock
New York
$12.1M +$988K +286,397 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.74M +$216K +62,538 +3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$5.39M +$590K +170,951 +15%
AG
5
AlTi Global
New York
$3.21M – – –
State Street
6
State Street
Massachusetts
$2.82M +$38.2K +11,070 +2%
BF
7
BOK Financial
Oklahoma
$2.47M – – –
UBS Group
8
UBS Group
Switzerland
$2.14M +$729K +211,359 +69%
Charles Schwab
9
Charles Schwab
California
$2.13M +$184K +53,327 +12%
Northern Trust
10
Northern Trust
Illinois
$1.54M +$95.5K +27,695 +8%
NW
11
NewEdge Wealth
Pennsylvania
$551K +$16.3K +4,715 +4%
STA
12
Summit Trail Advisors
New York
$419K +$348K +101,039 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$377K +$39.6K +11,490 +14%
Morgan Stanley
14
Morgan Stanley
New York
$371K +$68.9K +19,975 +29%
PC
15
Permanens Capital
New York
$323K +$268K +77,817 New
Barclays
16
Barclays
United Kingdom
$300K +$127K +36,777 +104%
N
17
Nuveen
North Carolina
$216K – – –
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$214K +$29.6K +8,593 +20%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$179K +$126K +36,632 +549%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$160K +$88.5K +25,663 +198%
Invesco
21
Invesco
Georgia
$158K +$928 +269 +0.7%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$146K +$8.69K +2,521 +8%
AQR Capital Management
23
AQR Capital Management
Connecticut
$145K +$73.1K +21,184 +155%
AllianceBernstein
24
AllianceBernstein
Tennessee
$134K +$36.2K +10,500 +48%
MIM
25
MetLife Investment Management
New Jersey
$116K +$96.1K +27,868 New
1
2 3

ALTI Hedge Fund Activity: Q2 2025 in Review

64 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AlTi Global (ALTI) for Q2 2025, worth a combined $127M — up 42% from $89.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ALTI positions and 2 closed out — a net gain of 7 holders — while 34 added to existing stakes and 4 trimmed.

The largest buyer was BlackRock, adding an estimated $988K. The largest seller was Citadel Advisors, exiting entirely with an estimated $205K sold.

  • 64 institutional investors held AlTi Global (ALTI) as of Q2 2025, up from 57 in Q1 2025.
  • Funds reported $127M of AlTi Global stock for Q2 2025, up 42% quarter-over-quarter.
  • 9 funds opened new AlTi Global positions in Q2 2025 and 2 closed out, a net change of +7 holders.
  • The largest AlTi Global buyer in Q2 2025 was BlackRock, an estimated $988K added.
  • The largest AlTi Global seller in Q2 2025 was Citadel Advisors, an estimated $205K sold.

Based on aggregated 13F filings for Q2 2025.