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Allegion

681 hedge funds and large institutions have $10.8B invested in Allegion in 2025 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 250 increasing their positions, 205 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+27
Holders Change %
+4.13%
% of All Funds
9.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
103
Increased
250
Reduced
205
Closed
67
Calls
$17.2M
Puts
$11.3M
Net Calls
+$5.84M
Net Calls Change
+$493K
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
376
Venturi Wealth Management
Texas
$502K +$150K +1,147 +42%
AV
377
ASR Vermogensbeheer
Netherlands
$499K +$499K +3,823 New
CIG
378
CCM Investment Group
Minnesota
$491K +$21.9K +171 +5%
AG
379
Algert Global
California
$483K -$83.9K -643 -15%
AI
380
AdvisorShares Investments
Maryland
$482K +$482K +3,680 New
AAM
381
Auxier Asset Management
Oregon
$470K
William Blair Investment Management
382
William Blair Investment Management
Illinois
$470K +$68.5K +525 +17%
PFGIA
383
Patriot Financial Group Insurance Agency
Massachusetts
$469K +$10.8K +83 +2%
PGFC
384
Peapack-Gladstone Financial Corp
New Jersey
$468K -$25.9K -199 -5%
EWA
385
EverSource Wealth Advisors
Alabama
$466K +$3.78K +29 +0.8%
CNBT
386
Canandaigua National Bank & Trust
New York
$464K -$15.1K -116 -3%
KAS
387
Kestra Advisory Services
Texas
$461K -$97.7K -749 -17%
QP
388
Quartz Partners
New York
$444K -$158K -1,214 -26%
MDA
389
Minot DeBlois Advisors
Massachusetts
$438K -$3K -23 -0.7%
AWA
390
Arkadios Wealth Advisors
Georgia
$431K +$154K +1,183 +56%
NA
391
NewEdge Advisors
Louisiana
$427K +$111K +854 +35%
ANTB
392
AMG National Trust Bank
Colorado
$426K
CAM
393
Cresset Asset Management
Illinois
$425K +$425K +3,256 New
NG
394
Norden Group
Utah
$408K +$147K +1,128 +56%
GIA
395
Guyasuta Investment Advisors
Pennsylvania
$404K
RFC
396
Regions Financial Corp
Alabama
$391K
PWG
397
Portside Wealth Group
Utah
$388K +$13.4K +103 +4%
QC
398
Quadrature Capital
United Kingdom
$382K +$382K +2,925 New
AWS
399
Atria Wealth Solutions
New York
$381K +$20.1K +154 +6%
VSQM
400
V-Square Quantitative Management
Illinois
$378K +$10.4K +80 +3%