350 hedge funds and large institutions have $2.83B invested in Allete in 2025 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 123 increasing their positions, 113 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

2.02% less ownership

Funds ownership: 75.41%73.38% (-2%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

87% less call options, than puts

Call options by funds: $4.04M | Put options by funds: $30.8M

Holders
350
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.04M
Puts
$30.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
326
Cornerstone Planning Group
New Jersey
$3.07K
BBHC
327
Brown Brothers Harriman & Co
New York
$2.72K
HFS
328
Hughes Financial Services
Virginia
$2.15K
AAS
329
Ameritas Advisory Services
Nebraska
$2.06K
FFO
330
Fortitude Family Office
Arizona
$1.86K
BI
331
Binnacle Investments
Iowa
$1.86K
JWA
332
JFS Wealth Advisors
Pennsylvania
$1.53K
TH
333
TCTC Holdings
Texas
$1.46K
CFO
334
CVA Family Office
Colorado
$1.26K
AW
335
Avion Wealth
Texas
$1K
SS
336
Sunbelt Securities
Texas
$996
LWMI
337
Legacy Wealth Management (Idaho)
Idaho
$930
FC
338
Financial Consulate
Maryland
$930
CT
339
Clearstead Trust
Maine
$797
FDCDDQ
340
Federation des caisses Desjardins du Quebec
Quebec, Canada
$663
S
341
Sachetta
Massachusetts
$598
RWM
342
Rialto Wealth Management
New York
$532
BFS
343
Bare Financial Services
Pennsylvania
$531
STB
344
S&T Bank
Pennsylvania
$332
FMP
345
Financial Management Professionals
Texas
$332
SS
346
SBI Securities
Japan
$332
DF
347
DecisionPoint Financial
Arizona
$267
SIC
348
SJS Investment Consulting
Ohio
$266
DPW
349
DiNuzzo Private Wealth
Pennsylvania
$193
RFP
350
Root Financial Partners
California
$133