AlTi Global, Inc.

ALTI • NASDAQ

AlTi Global, Inc. is a asset management - global company in the financial services sector on NASDAQ, led by Michael Tiedemann, with a market cap of $526.7M. As of Q3 2025, 32% of shares are held by 71 institutional investors, with ALLIANZ SE as the largest holder at 20.53%.

Chief Executive OfficerMichael Tiedemann

Market Cap$526.7M

Asset Management - Global

Financial Services

Employees480.0

Websitealti-global.com

Country

United States of America

Overview

Overview of institutional ownership in ALTI as of Q3 2025 with a market cap of $361.5M

All Institutions

Institutions: 71
Value Held: $115.7M
Shares Held: 32.5M
Avg Position: $1.6M
Median Position: $90.9K

Hedge Funds

Hedge Funds: 5
Value Held: $3.0M
Shares Held: 834.8K
Avg Position: $594.4K
Median Position: $126.0K

Ownership Breakdown

Institutional (non-HF)

31.18%

$112.7M

Hedge Funds

0.822%

$3.0M

Retail & Other

68.0%

$245.8M

Based on market cap of $361.5M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in ALTI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
A ALLIANZ SE Institution	-	$74.2M 1.58% of portfolio	20.53% 20.8M shares	Q3 2024 Held for 1y 2m	$4.7B
B BlackRock, Inc. Institution	-	$9.5M 0.00% of portfolio	2.62% 2.7M shares	Q1 2023 Held for 2y 8m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$7.2M 0.00% of portfolio	2.00% 2.0M shares	Q1 2023 Held for 2y 8m	$6.69T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$4.1M 0.00% of portfolio	1.14% 1.2M shares	Q1 2023 Held for 2y 8m	$1.57T
AlTi Global, Inc. Institution	Michael Tiedemann CEO	$2.8M 0.07% of portfolio	0.76% 773.2K shares	Q4 2023 Held for 1y 11m	$4.2B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$2.5M 0.00% of portfolio	0.71% 716.1K shares	Q1 2023 Held for 2y 8m	$2.88T
B BOKF, NA Institution	-	$2.1M 0.03% of portfolio	0.59% 595.9K shares	Q4 2024 Held for 11 months	$6.6B
UBS Group AG Institution	Sergio P. Ermotti CEO	$1.8M 0.00% of portfolio	0.49% 498.1K shares	Q4 2022 Held for 2y 11m	$511.54B
Yorkville Advisors Global, LP Hedge Fund•Multi-Strategy	Mark Anthony Angelo President	$1.6M 0.64% of portfolio	0.44% 447.5K shares	Q3 2025 Held for 2 months	$248.7M
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$1.3M 0.00% of portfolio	0.36% 362.0K shares	Q1 2023 Held for 2y 8m	$620.51B

Net Capital Flow

Institutional buying and selling activity for ALTI in Q3 2025

Traded: +$6.7M
Buyers: 35
Sellers: 23
Total Bought: +$10.5M
Total Sold: −$3.7M
Avg Position: $1.5M

Biggest Buyers

Institution	Net Bought	Current Position
A ALLIANZ SE Institution	+$5.4M +1.5M shares	$74.2M 20.8M shares
Yorkville Advisors Global, LP Hedge Fund•Multi-Strategy	+$1.6M +447.5K shares	$1.6M 447.5K shares
G GEORGE KAISER FAMILY FOUNDATION Institution	+$1.0M +291.8K shares	$1.0M 291.8K shares
P PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Long/Short	+$1.0M +291.8K shares	$1.0M 291.8K shares
J JANE STREET GROUP, LLC Institution	+$260.0K +73.0K shares	$260.0K 73.0K shares
STATE STREET CORP Institution	+$128.3K +36.0K shares	$2.5M 716.1K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$126.0K +35.4K shares	$126.0K 35.4K shares
GOLDMAN SACHS GROUP INC Institution	+$117.2K +32.9K shares	$208.4K 58.5K shares
JPMORGAN CHASE & CO Institution	+$107.2K +30.1K shares	$178.8K 50.2K shares
Stratos Wealth Partners, LTD. RIA/Wealth	+$106.8K +30.0K shares	$106.8K 30.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
VANGUARD GROUP INC Institution	−$1.1M −313.0K shares	$7.2M 2.0M shares
B BlackRock, Inc. Institution	−$870.3K −244.5K shares	$9.5M 2.7M shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	−$537.5K −151.0K shares	$1.3M 362.0K shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	−$484.1K −135.9K shares	$4.1M 1.2M shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$214.3K −51.6K shares	Sold Off 0 shares
NORTHERN TRUST CORP Institution	−$131.1K −36.8K shares	$1.2M 334.3K shares
MORGAN STANLEY RIA/Wealth	−$76.1K −21.4K shares	$242.6K 68.1K shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	−$76.0K −18.3K shares	Sold Off 0 shares
UBS Group AG Institution	−$63.3K −17.8K shares	$1.8M 498.1K shares
ING INVESTMENT MANAGEMENT LLC Insurance Manager	−$60.2K −14.5K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited ALTI in Q3 2025

New Positions: 9
New Value: $3.9M
Exited Positions: 5
Exited Value: $361.1K

New Positions

Institution	Position Value
Yorkville Advisors Global, LP Hedge Fund•Multi-Strategy	$1.6M 447.5K shares
P PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Long/Short	$1.0M 291.8K shares
G GEORGE KAISER FAMILY FOUNDATION Institution	$1.0M 291.8K shares
Stratos Wealth Partners, LTD. RIA/Wealth	$106.8K 30.0K shares
TORONTO DOMINION BANK Institution	$89.0K 25.0K shares
S SIMPLEX TRADING, LLC Institution	$7.7K 2.2K shares
O Optiver Holding B.V. Institution	$1.5K 416.0 shares
Sunbelt Securities, Inc. RIA/Wealth	$36.0 10.0 shares
Hanson McClain, Inc. RIA/Wealth	$18.0 5.0 shares

Exited Positions

Institution	Previous Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$214.3K 51.6K shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	$76.0K 18.3K shares
ING INVESTMENT MANAGEMENT LLC Insurance Manager	$60.2K 14.5K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$10.4K 2.5K shares
NISA INVESTMENT ADVISORS L L C Long Only Manager	$241.0 58.0 shares

Options Activity

Institutions with the largest Call and Put options positions in ALTI as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with ALTI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
A ALLIANZ SE Institution	-	1.58% $74.2M	20.53% 20.8M shares	Q3 2024 Held for 1y 2m	$4.7B
Yorkville Advisors Global, LP Hedge Fund•Multi-Strategy	Mark Anthony Angelo President	0.64% $1.6M	0.44% 447.5K shares	Q3 2025 Held for 2 months	$248.7M
G GEORGE KAISER FAMILY FOUNDATION Institution	-	0.15% $1.0M	0.29% 291.8K shares	Q3 2025 Held for 2 months	$712.6M
P PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Long/Short	Matthew Nicholas Dunham President	0.11% $1.0M	0.29% 291.8K shares	Q3 2025 Held for 2 months	$948.6M
AlTi Global, Inc. Institution	Michael Tiedemann CEO	0.07% $2.8M	0.76% 773.2K shares	Q4 2023 Held for 1y 11m	$4.2B
P Permanens Capital L.P. Institution	-	0.04% $277.0K	0.08% 77.8K shares	Q2 2025 Held for 5 months	$652.8M
G Granite FO LLC Institution	-	0.04% $69.2K	0.02% 19.4K shares	Q1 2024 Held for 1y 8m	$184.1M
B BOKF, NA Institution	-	0.03% $2.1M	0.59% 595.9K shares	Q4 2024 Held for 11 months	$6.6B
O Oasis Management Co Ltd. Institution	-	0.02% $89.0K	0.02% 25.0K shares	Q2 2024 Held for 1y 5m	$453.2M
N NewEdge Wealth, LLC Institution	-	0.01% $479.6K	0.12% 119.9K shares	Q4 2024 Held for 11 months	$6.9B