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Allstate

1,682 hedge funds and large institutions have $43.7B invested in Allstate in 2025 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 615 increasing their positions, 560 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 99

32% more call options, than puts

Call options by funds: $211M | Put options by funds: $160M

4% more funds holding

Funds holding: 1,6191,682 (+63)

3.04% more ownership

Funds ownership: 77.32%80.36% (+3%)

10% more repeat investments, than reductions

Existing positions increased: 615 | Existing positions reduced: 560

0% less capital invested

Capital invested by funds: $43.7B → $43.7B (-$44.5M)

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
1,682
Holders Change
+63
Holders Change %
+3.89%
% of All Funds
20.47%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.11%
New
194
Increased
615
Reduced
560
Closed
99
Calls
$211M
Puts
$160M
Net Calls
+$50.6M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
851
Avidian Wealth Enterprises
Texas
$650K -$11.5K -56 -2%
TCM
852
Triumph Capital Management
Colorado
$646K -$304K -1,486 -32%
FRA
853
Frank Rimerman Advisors
California
$640K +$4.3K +21 +0.7%
NFG
854
Nadler Financial Group
Illinois
$639K -$20.1K -98 -3%
SL
855
Sentry LLC
Tennessee
$639K +$205 +1 +0%
CSP
856
Cary Street Partners
Virginia
$638K +$406K +1,982 +183%
VHAM
857
Van Hulzen Asset Management
California
$637K +$231K +1,130 +59%
GC
858
Guilbault Capital
Louisiana
$631K +$620K +3,030 New
SWA
859
Strategic Wealth Advisors
Arizona
$626K +$616K +3,008 New
IIM
860
Intact Investment Management
Quebec, Canada
$624K
UBV
861
United Bank (Virginia)
Virginia
$624K
TF
862
Trek Financial
Arizona
$624K -$33K -161 -5%
SI
863
Severin Investments
Missouri
$622K +$612K +2,989 New
AFCM
864
Applied Finance Capital Management
Puerto Rico
$621K -$259K -1,263 -30%
BMCM
865
Burns Matteson Capital Management
New York
$617K +$607K +2,965 New
CCA
866
Checchi Capital Advisers
California
$616K -$13.5K -66 -2%
CCS
867
Concentric Capital Strategies
Connecticut
$613K -$9.08M -44,341 -94%
TAM
868
Trust Asset Management
Texas
$612K -$23.5K -115 -4%
IAG
869
Ipsen Advisor Group
Arkansas
$612K -$7.17K -35 -1%
MNBTD
870
Moody National Bank Trust Division
Texas
$610K +$34.8K +170 +6%
GWM
871
Geneos Wealth Management
Colorado
$606K
LBC
872
Leigh Baldwin & Co
New York
$601K -$3.69K -18 -0.6%
PPWP
873
Premier Path Wealth Partners
New Jersey
$601K +$72.9K +356 +14%
NS
874
NBC Securities
Alabama
$600K -$5.94K -29 -1%
GC
875
Globeflex Capital
California
$599K