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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
APP
926
Avantax Planning Partners
Iowa
$528K -$12.3K -60 -2%
PWM
927
Pursuit Wealth Management
Florida
$527K +$518K +2,530 New
MWM
928
Meridian Wealth Management
Kentucky
$525K -$14.5K -71 -3%
PCM
929
Penserra Capital Management
California
$525K +$614 +3 +0.1%
OCBCO
930
Oversea-Chinese Banking Corp (OCBC)
Singapore
$523K +$515K +2,515 New
CTA
931
Chesley Taft & Associates
Illinois
$523K -$99.7K -487 -16%
FA
932
Fiduciary Alliance
South Carolina
$522K +$4.5K +22 +0.9%
BWM
933
BCS Wealth Management
Tennessee
$522K +$513K +2,508 New
MYAM
934
Meiji Yasuda Asset Management
Japan
$521K -$9.62K -47 -2%
SCA
935
Snowden Capital Advisors
New York
$520K +$15.1K +74 +3%
SIA
936
Strategic Investment Advisors
Michigan
$519K -$51.2K -250 -9%
AIA
937
AssuredPartners Investment Advisors
Florida
$515K +$269K +1,315 +113%
MPCG
938
Matrix Private Capital Group
New York
$515K
SRC
939
Shufro Rose & Co
New York
$514K
BCM
940
Banyan Capital Management
Georgia
$511K
IWC
941
Integrated Wealth Concepts
Massachusetts
$511K -$426K -2,081 -46%
IA
942
IFP Advisors
Florida
$510K +$101K +494 +25%
AP
943
Anchyra Partners
Georgia
$510K +$501K +2,448 New
FBC
944
Fairfield, Bush & Co
Connecticut
$509K
GSB
945
Greenfield Savings Bank
Massachusetts
$508K -$54.7K -267 -10%
EFP
946
Elser Financial Planning
Indiana
$507K +$183K +895 +58%
RCAG
947
Rehmann Capital Advisory Group
Michigan
$504K +$78K +381 +19%
BFWM
948
Bright Futures Wealth Management
New York
$504K +$1.84K +9 +0.4%
DIP
949
DT Investment Partners
Pennsylvania
$503K
CI
950
Chartist Inc
California
$501K -$1.43K -7 -0.3%