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AlTi Global

74 hedge funds and large institutions have $116M invested in AlTi Global in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

16% more funds holding

Funds holding: 6474 (+10)

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

1.36% more ownership

Funds ownership: 30.64%31.99% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less capital invested

Capital invested by funds: $127M → $116M (-$11.3M)

Holders
74
Holders Change
+10
Holders Change %
+15.63%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
21
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
A
1
Allianz
Germany
$74.2M +$6.32M +1,523,289 +8%
BlackRock
2
BlackRock
New York
$9.48M -$1.01M -244,459 -8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.24M -$1.3M -312,984 -13%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$4.14M -$564K -135,942 -10%
AG
5
AlTi Global
New York
$2.75M +$12 +3 +0%
State Street
6
State Street
Massachusetts
$2.55M +$149K +36,029 +5%
BF
7
BOK Financial
Oklahoma
$2.12M
UBS Group
8
UBS Group
Switzerland
$1.77M -$73.7K -17,780 -3%
YAG
9
Yorkville Advisors Global
New Jersey
$1.59M +$1.86M +447,500 New
Charles Schwab
10
Charles Schwab
California
$1.29M -$626K -150,981 -29%
Northern Trust
11
Northern Trust
Illinois
$1.19M -$153K -36,830 -10%
GKFF
12
George Kaiser Family Foundation
Oklahoma
$1.04M +$1.21M +291,763 New
PGCM
13
Prescott Group Capital Management
Oklahoma
$1.04M +$1.21M +291,763 New
NW
14
NewEdge Wealth
Pennsylvania
$480K
Bank of New York Mellon
15
Bank of New York Mellon
New York
$382K +$68.5K +16,511 +18%
STA
16
Summit Trail Advisors
New York
$360K
PC
17
Permanens Capital
New York
$277K
Jane Street
18
Jane Street
New York
$260K +$303K +73,039 New
Morgan Stanley
19
Morgan Stanley
New York
$243K -$88.6K -21,366 -24%
Barclays
20
Barclays
United Kingdom
$216K -$48.2K -11,631 -16%
Goldman Sachs
21
Goldman Sachs
New York
$208K +$136K +32,908 +128%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$186K +$56.1K +13,514 +35%
N
23
Nuveen
North Carolina
$185K
JP Morgan Chase
24
JP Morgan Chase
New York
$179K +$125K +30,125 +150%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$148K -$8.04K -1,939 -4%

ALTI Hedge Fund Activity: Q3 2025 in Review

74 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in AlTi Global (ALTI) for Q3 2025, worth a combined $116M — down 8.9% from $127M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ALTI positions and 5 closed out — a net gain of 10 holders — while 21 added to existing stakes and 19 trimmed.

The largest buyer was Allianz, adding an estimated $6.32M. The largest seller was Vanguard Group, cutting an estimated $1.3M.

  • 74 institutional investors held AlTi Global (ALTI) as of Q3 2025, up from 64 in Q2 2025.
  • Funds reported $116M of AlTi Global stock for Q3 2025, down 8.9% quarter-over-quarter.
  • 15 funds opened new AlTi Global positions in Q3 2025 and 5 closed out, a net change of +10 holders.
  • The largest AlTi Global buyer in Q3 2025 was Allianz, an estimated $6.32M added.
  • The largest AlTi Global seller in Q3 2025 was Vanguard Group, an estimated $1.3M sold.

Based on aggregated 13F filings for Q3 2025.