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Allstate

1,599 hedge funds and large institutions have $43.6B invested in Allstate in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 560 increasing their positions, 531 reducing their positions, and 88 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: $ → $

2.45% less ownership

Funds ownership: 79.5%77.04% (-2.5%)

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
1,599
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
PWM
801
Perigon Wealth Management
California
$704K
IAMOG
802
Investors Asset Management of Georgia
Georgia
$703K
PWAM
803
Private Wealth Asset Management
Iowa
$700K
OWA
804
Outlook Wealth Advisors
Texas
$698K
HI
805
Harbour Investments
Wisconsin
$694K
RMDI
806
R.M. Davis Inc
Maine
$694K
CA
807
Continuum Advisory
Idaho
$692K
AC
808
Apella Capital
Connecticut
$691K
VI
809
Versor Investments
New York
$687K
AWE
810
Avidian Wealth Enterprises
Texas
$682K
BMC
811
Beaton Management Company
Massachusetts
$681K
NFG
812
Nadler Financial Group
Illinois
$680K
AFG
813
Atomi Financial Group
New York
$680K
TF
814
Trek Financial
Arizona
$678K
CGL
815
Clarius Group LLC
Washington
$678K
PS
816
Principal Securities
Iowa
$676K
CSIC
817
Clifford Swan Investment Counsel
California
$676K
AFP
818
Ausdal Financial Partners
Iowa
$675K
NI
819
Natural Investments
California
$671K
GRP
820
Global Retirement Partners
California
$661K
SL
821
Sentry LLC
Tennessee
$659K
KSB
822
Kennebec Savings Bank
Maine
$657K
TAM
823
Trust Asset Management
Texas
$656K
FRA
824
Frank Rimerman Advisors
California
$655K
DT
825
Diversified Trust
Tennessee
$653K