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AlTi Global

76 hedge funds and large institutions have $149M invested in AlTi Global in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

29% more capital invested

Capital invested by funds: $116M → $149M (+$33M)

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

3% more funds holding

Funds holding: 7476 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.71% less ownership

Funds ownership: 31.99%31.28% (-0.71%)

Holders
76
Holders Change
+2
Holders Change %
+2.7%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
27
Reduced
23
Closed
6
Calls
$311K
Puts
Net Calls
+$311K
Net Calls Change
+$311K
Name Holding Trade Value Shares
Change
Change in
Stake
A
1
Allianz
Germany
$96.7M
BlackRock
2
BlackRock
New York
$12.5M +$90.4K +21,907 +0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.1M +$613K +148,611 +7%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$5.25M -$132K -31,899 -3%
State Street
5
State Street
Massachusetts
$3.6M +$248K +60,177 +8%
AG
6
AlTi Global
New York
$3.59M +$17 +4 +0%
YAG
7
Yorkville Advisors Global
New Jersey
$3.01M +$832K +201,699 +45%
BF
8
BOK Financial
Oklahoma
$1.8M -$861K -208,563 -35%
Charles Schwab
9
Charles Schwab
California
$1.65M -$23.9K -5,781 -2%
Northern Trust
10
Northern Trust
Illinois
$1.48M -$61K -14,793 -4%
UBS Group
11
UBS Group
Switzerland
$881K -$1.27M -308,307 -62%
Raymond James Financial
12
Raymond James Financial
Florida
$850K +$756K +183,152 New
NW
13
NewEdge Wealth
Pennsylvania
$556K
STA
14
Summit Trail Advisors
New York
$469K
Bank of New York Mellon
15
Bank of New York Mellon
New York
$460K -$33.5K -8,129 -8%
Morgan Stanley
16
Morgan Stanley
New York
$394K +$69.6K +16,854 +25%
PC
17
Permanens Capital
New York
$361K
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$346K +$307K +74,503 New
Barclays
19
Barclays
United Kingdom
$314K +$28.9K +7,011 +12%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$310K +$60.4K +14,641 +28%
Goldman Sachs
21
Goldman Sachs
New York
$296K +$21.4K +5,178 +9%
Jane Street
22
Jane Street
New York
$253K -$76.7K -18,595 -25%
N
23
Nuveen
North Carolina
$242K
Wells Fargo
24
Wells Fargo
California
$225K +$65.6K +15,885 +49%
Bank of America
25
Bank of America
North Carolina
$207K +$54.1K +13,111 +42%

ALTI Hedge Fund Activity: Q4 2025 in Review

76 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in AlTi Global (ALTI) for Q4 2025, worth a combined $149M — up 29% from $116M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ALTI positions and 6 closed out — a net gain of 2 holders — while 27 added to existing stakes and 23 trimmed.

The largest buyer was Yorkville Advisors Global, adding an estimated $832K. The largest seller was UBS Group, cutting an estimated $1.27M.

  • 76 institutional investors held AlTi Global (ALTI) as of Q4 2025, up from 74 in Q3 2025.
  • Funds reported $149M of AlTi Global stock for Q4 2025, up 29% quarter-over-quarter.
  • 8 funds opened new AlTi Global positions in Q4 2025 and 6 closed out, a net change of +2 holders.
  • The largest AlTi Global buyer in Q4 2025 was Yorkville Advisors Global, an estimated $832K added.
  • The largest AlTi Global seller in Q4 2025 was UBS Group, an estimated $1.27M sold.

Based on aggregated 13F filings for Q4 2025.