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Allstate

1,676 hedge funds and large institutions have $44B invested in Allstate in 2026 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 644 increasing their positions, 548 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

25% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 122

18% more repeat investments, than reductions

Existing positions increased: 644 | Existing positions reduced: 548

1.36% more ownership

Funds ownership: 80.36%81.72% (+1.4%)

1% more capital invested

Capital invested by funds: $43.7B → $44B (+$309M)

0% less funds holding

Funds holding: 1,6831,676 (-7)

12% less call options, than puts

Call options by funds: $167M | Put options by funds: $190M

Holders
1,676
Holders Change
-7
Holders Change %
-0.42%
% of All Funds
20.64%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.16%
New
152
Increased
644
Reduced
548
Closed
122
Calls
$167M
Puts
$190M
Net Calls
-$23.2M
Net Calls Change
-$73.7M
Name Holding Trade Value Shares
Change
Change in
Stake
COCM
1001
Charter Oak Capital Management
New Hampshire
$415K -$12.3K -60 -3%
NERM
1002
New England Research & Management
Illinois
$415K
SWP
1003
Summit Wealth Partners
Florida
$415K
MGIA
1004
Moneta Group Investment Advisors
Missouri
$415K +$13.1K +64 +3%
HFAS
1005
Hummer Financial Advisory Services
Illinois
$414K -$20.5K -100 -5%
TWM
1006
TriaGen Wealth Management
California
$413K
TCM
1007
Triumph Capital Management
Colorado
$413K -$231K -1,129 -36%
ACM
1008
Advisors Capital Management
New Jersey
$412K +$9.64K +47 +2%
7WCP
1009
71 West Capital Partners
Massachusetts
$405K +$99.8K +487 +33%
CFA
1010
Capstone Financial Advisors
Illinois
$405K -$24.6K -120 -6%
PFG
1011
Pinnacle Financial Group
Illinois
$405K -$2.25K -11 -0.6%
BA
1012
Bridgewater Advisors
New York
$402K -$38.7K -189 -9%
MLL
1013
Moody Lynn & Lieberson
Massachusetts
$400K
AWM
1014
Angeles Wealth Management
California
$398K +$32.8K +160 +9%
EWM
1015
Evercore Wealth Management
New York
$397K
MWM
1016
Modern Wealth Management
Kansas
$397K +$136K +663 +52%
OLA
1017
Oliver Luxxe Assets
New Jersey
$394K -$410 -2 -0.1%
OFS
1018
OneAscent Financial Services
Alabama
$392K +$67.9K +331 +21%
TBNY
1019
Trustco Bank (New York)
New York
$392K +$22.6K +110 +6%
SCM
1020
Shelton Capital Management
Colorado
$391K -$16.4K -80 -4%
GWA
1021
Geometric Wealth Advisors
District of Columbia
$390K
BWM
1022
Baron Wealth Management
Michigan
$389K +$62.3K +304 +19%
LA
1023
LexAurum Advisors
Kansas
$389K +$385K +1,876 New
RA
1024
RFG Advisory
Alabama
$388K -$93.7K -457 -20%
DP
1025
Dearborn Partners
Illinois
$386K