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Allstate

1,651 hedge funds and large institutions have $43.3B invested in Allstate in 2025 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 603 increasing their positions, 560 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

8% more repeat investments, than reductions

Existing positions increased: 603 | Existing positions reduced: 560

1% less capital invested

Capital invested by funds: $43.7B → $43.3B (-$376M)

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
1,651
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$211M
Puts
$160M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WDA
1001
Wendell David Associates
New Hampshire
$416K
AAM
1002
AR Asset Management
California
$416K
TWM
1003
TriaGen Wealth Management
California
$415K
FRM
1004
Fox Run Management
Connecticut
$410K
SCM
1005
Shelton Capital Management
Colorado
$409K
PFG
1006
Pinnacle Financial Group
Illinois
$409K
MWM
1007
Moran Wealth Management
Florida
$406K
CFFP
1008
Center for Financial Planning
Michigan
$404K
ACM
1009
Advisors Capital Management
New Jersey
$404K
MGIA
1010
Moneta Group Investment Advisors
Missouri
$403K
PWM
1011
Prentice Wealth Management
New York
$402K
MLL
1012
Moody Lynn & Lieberson
Massachusetts
$402K
CFG
1013
Copley Financial Group
California
$401K
KFGK
1014
Keystone Financial Group (Kentucky)
Kentucky
$399K
EWM
1015
Evercore Wealth Management
New York
$399K
BA
1016
Bridgewater Advisors
New York
$398K
I2I
1017
Insight 2811 Inc
Illinois
$397K
OLA
1018
Oliver Luxxe Assets
New Jersey
$396K
GWA
1019
Geometric Wealth Advisors
District of Columbia
$392K
SVWAG
1020
Sound View Wealth Advisors Group
Georgia
$390K
AAP
1021
Arax Advisory Partners
Colorado
$388K
DP
1022
Dearborn Partners
Illinois
$388K
SSWM
1023
Smith Salley Wealth Management
North Carolina
$387K
WMA
1024
West Michigan Advisors
Michigan
$385K
BIM
1025
Baldwin Investment Management
Pennsylvania
$385K