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Allegion

742 hedge funds and large institutions have $14.5B invested in Allegion in 2025 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 267 increasing their positions, 222 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

20% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 222

8% more funds holding

Funds holding: 685742 (+57)

1.14% less ownership

Funds ownership: 96.43%95.3% (-1.1%)

Holders
742
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.4M
Puts
$3.34M
Net Calls
Net Calls Change

Top Buyers

1 +$65.2M
2 +$48.7M
3 +$46.3M
4
HF
HRT Financial
New York
+$38.6M
5
PAM
Panagora Asset Management
Massachusetts
+$37.1M

Top Sellers

1 -$237M
2 -$205M
3 -$56.9M
4
HRCM
Hawk Ridge Capital Management
California
-$55.9M
5
Axa
Axa
France
-$52.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MDA
401
Minot DeBlois Advisors
Massachusetts
$532K
EWA
402
EverSource Wealth Advisors
Alabama
$530K
WIA
403
World Investment Advisors
California
$528K
Lido Advisors
404
Lido Advisors
California
$524K
MIM
405
Martin Investment Management
Florida
$522K
MGP
406
Metis Global Partners
California
$514K
FPAS
407
Focus Partners Advisor Solutions
Missouri
$512K
BEI
408
Benjamin Edwards Inc
Missouri
$511K
HWM
409
HB Wealth Management
Georgia
$508K
BBHC
410
Brown Brothers Harriman & Co
New York
$505K
Mackenzie Financial
411
Mackenzie Financial
Ontario, Canada
$500K
TYCC
412
Texas Yale Capital Corp
Florida
$500K
GWMR
413
GC Wealth Management RIA
Massachusetts
$499K
LAM
414
LECAP Asset Management
United Kingdom
$490K
SWP
415
Sagespring Wealth Partners
Tennessee
$485K
AWM
416
AE Wealth Management
Kansas
$485K
PA
417
Parallel Advisors
California
$477K
NAM
418
NorthCrest Asset Manangement
Minnesota
$477K
GWM
419
Gibbs Wealth Management
Georgia
$472K
HAG
420
HighPoint Advisor Group
Illinois
$470K
HPC
421
HM Payson & Co
Maine
$469K
CFO
422
Callan Family Office
Pennsylvania
$468K
BCG
423
Breakwater Capital Group
New Jersey
$464K
AIM
424
Advyzon Investment Management
Illinois
$463K
JIC
425
Johnson Investment Counsel
Ohio
$463K