Who Owns AlTi Global, Inc. (ALTI)?Hedge Fund & Institutional Holders

$3.62-0.12 (-3.08%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.60000003012e+131T

% of Float Held

3.483209071454359e+226%

QoQ Change in Holders

+10 / -1

Price History

$2.52$3.19$3.86$4.52$5.19Sep 24Jun 25Mar 26

ALTI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Yorkville Advisors Global, LPIncreased+202K+$1.4B
Granite FO LLCNew Position+19K+$89.0M
AlTi Global, Inc.New Position+773K+$3.0M
VANGUARD GROUP INCIncreased+149K+$1.8M
BlackRock, Inc.Increased+22K+$1.5M
STATE STREET CORPIncreased+60K+$451K
CWM, LLCNew Position+2K+$9K
DUPONT CAPITAL MANAGEMENT CORPNew Position+4+$0
Bank of New York Mellon CorpNew Position+99K+$0
GAM Holding AGNew Position+26K+$0
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew Position+75K+$0
SIMPLEX TRADING, LLCIncreased+33K+$0
XTX Topco LtdNew Position+14K+$0
SBI Securities Co., Ltd.New Position+7+$0
True Wealth Design, LLCNew Position+33+$0

ALTI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.Closed Position-292K-$1.0B
UBS Group AGDecreased-308K-$894.2M
BOKF, NADecreased-209K-$324.4M
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDecreased-6K-$288.9M
JANE STREET GROUP, LLCDecreased-19K-$260.0M
NORTHERN TRUST CORPDecreased-15K-$190.3M
JPMORGAN CHASE & CODecreased-20K-$178.0M
ROYAL BANK OF CANADADecreased-36K-$148.0M
Brevan Howard Capital Management LPDecreased-12K-$138.4M
RHUMBLINE ADVISERSDecreased-2K-$121.9M
MetLife Investment Management, LLCDecreased-9K-$92.3M
MILLENNIUM MANAGEMENT LLCDecreased-14K-$90.9M
Stratos Wealth Partners, LTD.Decreased-20K-$60.8M
MANUFACTURERS LIFE INSURANCE COMPANY, THEDecreased-3K-$59.7M
Tower Research Capital LLC (TRC)Decreased-1K-$11.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ALLIANZ SE20,841,870$96.0B1.24%Share
2Yorkville Advisors Global, LP649,199$3.0B1.90%Share
3BOKF, NA387,331$1.8B0.03%Share
4NORTHERN TRUST CORP312,768$1.0B0.00%Share
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC356,263$1.0B0.00%Share
6UBS Group AG187,708$870.0M0.00%Share
7Invesco Ltd.33,891$157.0M0.00%Share
8Granite FO LLC16,930$78.0M0.04%Share
9Stratos Wealth Partners, LTD.10,000$46.0M0.00%Share
10GROUP ONE TRADING LLC9,200$42.0M0.00%Call
11Invesco Ltd.5,947$27.0M0.00%Share
12Granite FO LLC2,500$11.0M0.01%Share
13UBS Group AG2,000$9.0M0.00%Share
14VANGUARD GROUP INC1,881,841$8.0M0.00%Share
15BlackRock, Inc.1,525,431$7.0M0.00%Share
16BlackRock, Inc.913,182$4.0M0.00%Share
17AlTi Global, Inc.698,742$3.0M0.06%Share
18STATE STREET CORP776,258$3.0M0.00%Share
19VANGUARD GROUP INC283,805$1.0M0.00%Share
20Optiver Holding B.V.416$1.0M0.00%Share
21NewEdge Wealth, LLC119,890$556K0.00%Share
22Permanens Capital L.P.77,817$361K0.05%Share
23Oasis Management Co Ltd.25,000$116K0.01%Share
24CWM, LLC1,951$9K0.00%Share
25GEODE CAPITAL MANAGEMENT, LLC976,008$4K0.00%Share
26Bank of New York Mellon Corp62,555$00.00%Share
27Larson Financial Group LLC11$00.00%Share
28MORGAN STANLEY295$00.00%Share
29MORGAN STANLEY1,431$00.00%Share
30MORGAN STANLEY45,586$00.00%Share
31MORGAN STANLEY37,683$00.00%Share
32BlackRock, Inc.12,892$00.00%Share
33BlackRock, Inc.142,062$00.00%Share
34BlackRock, Inc.92,214$00.00%Share
35Allworth Financial LP9$00.00%Share
36True Wealth Design, LLC33$00.00%Share
37Sunbelt Securities, Inc.11$00.00%Share
38XTX Topco Ltd13,549$00.00%Share
39WELLS FARGO & COMPANY/MN48,519$00.00%Share
40Russell Investments Group, Ltd.3,525$00.00%Share
41Russell Investments Group, Ltd.266$00.00%Share
42Police & Firemen's Retirement System of New Jersey15,155$00.00%Share
43BARCLAYS PLC67,567$00.00%Share
44Legal & General Group Plc3,876$00.00%Share
45IFP Advisors, Inc34$00.00%Share
46ROYAL BANK OF CANADA561$00.00%Share
47ROYAL BANK OF CANADA3,000$00.00%Share
48ROYAL BANK OF CANADA1,543$00.00%Share
49ROYAL BANK OF CANADA395$00.00%Share
50RHUMBLINE ADVISERS32,005$00.00%Share

ALTI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202576$104.0B+13
Q3 202563$87.1B+9
Q2 202554$90.3B-3
Q1 202557$150.1B-1
Q4 202458$167.2B+11
Q3 202447$3.7T+2
Q2 202445$5.3T+9
Q1 202436$4.7T—

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As of Q4 2025, 50 institutional investors hold ALTI (AlTi Global, Inc.). The largest holder is ALLIANZ SE with $96.0B in shares. This quarter, 10 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own ALTI?

As of Q4 2025, 50 institutional investors report holding ALTI (AlTi Global, Inc.) in their 13F filings.

Who is the largest institutional holder of ALTI?

The largest institutional holder of ALTI is ALLIANZ SE with $96.0B in shares.

Is institutional ownership of ALTI increasing or decreasing?

This quarter, 10 institutions opened new positions in ALTI and 1 closed their positions.