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Allegion

654 hedge funds and large institutions have $10.8B invested in Allegion in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 254 increasing their positions, 168 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+49
Holders Change %
+8.1%
% of All Funds
8.7%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
111
Increased
254
Reduced
168
Closed
56
Calls
$7.81M
Puts
$2.47M
Net Calls
+$5.34M
Net Calls Change
-$18.6M
Name Holding Trade Value Shares
Change
Shares
Change %
VSQM
401
V-Square Quantitative Management
Illinois
$368K -$18K -138 -5%
AWS
402
Atria Wealth Solutions
New York
$362K -$12.5K -96 -3%
LFG
403
Larson Financial Group
Missouri
$362K +$38.3K +293 +12%
P
404
Pitcairn
Pennsylvania
$356K -$2.09K -16 -0.6%
FFWA
405
FRG Family Wealth Advisors
Washington
$354K -$1.31K -10 -0.4%
VWM
406
Venturi Wealth Management
Texas
$353K +$69.7K +533 +25%
TMAM
407
Tokio Marine Asset Management
Japan
$351K
AO
408
Advisor OS
Illinois
$347K -$286K -2,189 -45%
HFO
409
Heritage Family Offices
Arizona
$346K +$10.7K +82 +3%
PA
410
Parallel Advisors
California
$345K +$5.49K +42 +2%
BCG
411
Breakwater Capital Group
New Jersey
$341K
GIM
412
Groesbeck Investment Management
New Jersey
$330K
UAML
413
US Asset Management LLC
Pennsylvania
$329K -$2.61K -20 -0.8%
Lido Advisors
414
Lido Advisors
California
$328K +$25.9K +198 +9%
VCA
415
Verdence Capital Advisors
Maryland
$326K +$1.57K +12 +0.5%
SFA
416
Sequoia Financial Advisors
Ohio
$321K +$141K +1,082 +79%
EA
417
Everpar Advisors
Oklahoma
$318K -$8.49K -65 -3%
Wealthfront Advisers
418
Wealthfront Advisers
California
$317K +$19.1K +146 +6%
NA
419
NewEdge Advisors
Louisiana
$316K +$19.1K +146 +6%
HT
420
Headlands Technologies
Illinois
$316K +$316K +2,417 New
Capstone Investment Advisors
421
Capstone Investment Advisors
New York
$313K +$125K +957 +66%
GWMR
422
GC Wealth Management RIA
Massachusetts
$312K -$6.4K -49 -2%
AC
423
Allstate Corporation
Illinois
$312K +$312K +2,388 New
Focus Partners Wealth
424
Focus Partners Wealth
Massachusetts
$308K +$308K +2,360 New
AFCM
425
Applied Finance Capital Management
Puerto Rico
$307K