We are live on ! Find out more
ALL icon

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
MA
1401
Montag & Associates
Georgia
$125K +$820 +4 +0.7%
ATC
1402
Adirondack Trust Company
New York
$124K
T
1403
TrustBank
Illinois
$124K
BWL
1404
Bogart Wealth LLC
Virginia
$124K +$4.3K +21 +4%
MCM
1405
Manchester Capital Management
Vermont
$122K -$2.05K -10 -2%
CF
1406
Centaurus Financial
California
$122K -$53.1K -259 -31%
FPB
1407
First PREMIER Bank
South Dakota
$121K
RL
1408
Rogco LP
Oklahoma
$118K -$14.6K -71 -11%
ZBNA
1409
Zions Bancorporation, National Association
Utah
$116K -$41K -200 -26%
BHWM
1410
Bay Harbor Wealth Management
Maryland
$115K +$48.2K +235 +74%
AFG
1411
Albion Financial Group
Utah
$114K
LWCFA
1412
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$114K +$18.7K +91 +20%
WAG
1413
Wiser Advisor Group
Arizona
$113K +$615 +3 +0.6%
FUBT
1414
First United Bank & Trust
Maryland
$112K
MSWM
1415
Mowery & Schoenfeld Wealth Management
Illinois
$108K
AFC
1416
Ares Financial Consulting
California
$107K +$59.9K +292 +125%
ACM
1417
Aster Capital Management
United Arab Emirates
$102K +$101K +492 New
UFF
1418
USA Financial Formulas
Michigan
$101K +$100K +489 New
RTC
1419
Riverview Trust Company
Washington
$101K -$33.4K -163 -25%
WETS
1420
Wealth Enhancement Trust Services
South Dakota
$97.5K +$8K +39 +9%
VNT
1421
Vanguard National Trust
Pennsylvania
$97.5K +$96.4K +470 New
BAM
1422
Byrne Asset Management
New Jersey
$97.2K -$14.6K -71 -13%
CVM
1423
Cheviot Value Management
California
$96.2K
MTIC
1424
Missouri Trust & Investment Company
Missouri
$94.8K
GKIM
1425
GW&K Investment Management
Massachusetts
$94K +$615 +3 +0.7%