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Allstate

1,592 hedge funds and large institutions have $43.5B invested in Allstate in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 556 increasing their positions, 529 reducing their positions, and 86 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: $ → $

2.28% less ownership

Funds ownership: 79.3%77.02% (-2.3%)

24% less call options, than puts

Call options by funds: $173M | Put options by funds: $227M

32% less funds holding in top 10

Funds holding in top 10: 1913 (-6)

Holders
1,592
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$173M
Puts
$227M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
801
Outlook Wealth Advisors
Texas
$698K
HI
802
Harbour Investments
Wisconsin
$694K
RMDI
803
R.M. Davis Inc
Maine
$694K
CA
804
Continuum Advisory
Idaho
$692K
AC
805
Apella Capital
Connecticut
$691K
VI
806
Versor Investments
New York
$687K
AWE
807
Avidian Wealth Enterprises
Texas
$682K
BMC
808
Beaton Management Company
Massachusetts
$681K
NFG
809
Nadler Financial Group
Illinois
$680K
AFG
810
Atomi Financial Group
New York
$680K
TF
811
Trek Financial
Arizona
$678K
CGL
812
Clarius Group LLC
Washington
$678K
PS
813
Principal Securities
Iowa
$676K
CSIC
814
Clifford Swan Investment Counsel
California
$676K
AFP
815
Ausdal Financial Partners
Iowa
$675K
NI
816
Natural Investments
California
$671K
GRP
817
Global Retirement Partners
California
$661K
SL
818
Sentry LLC
Tennessee
$659K
KSB
819
Kennebec Savings Bank
Maine
$657K
TAM
820
Trust Asset Management
Texas
$656K
FRA
821
Frank Rimerman Advisors
California
$655K
DT
822
Diversified Trust
Tennessee
$653K
SGAM
823
Smith Group Asset Management
Texas
$653K
CCA
824
Checchi Capital Advisers
California
$649K
OIA
825
Optimum Investment Advisors
Illinois
$645K