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Allegion
ALLE

Overview Fund Activity

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

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$115M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$113M
3
BlackRock
BlackRock
New York
+$101M
4
Squarepoint
Squarepoint
New York
+$68.3M
5
First Trust Advisors
First Trust Advisors
Illinois
+$43.3M

Top Sellers

1
IIP
Intermede Investment Partners
United Kingdom
-$102M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
-$91.8M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$73.8M
4
APG Asset Management
APG Asset Management
Netherlands
-$65.5M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$48.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TMAM
401
Tokio Marine Asset Management
Japan
$377K +$26.9K +206 +8%
TYCC
402
Texas Yale Capital Corp
Florida
$368K – – –
NAM
403
NorthCrest Asset Manangement
Minnesota
$363K +$363K +2,786 New
PCM
404
Polymer Capital Management
New York
$363K +$150K +1,151 +71%
Federated Hermes
405
Federated Hermes
Pennsylvania
$363K -$96.1K -737 -21%
Nomura Holdings
406
Nomura Holdings
Japan
$358K -$15.7K -120 -4%
P
407
Pitcairn
Pennsylvania
$358K +$3K +23 +0.8%
PA
408
Parallel Advisors
California
$358K +$13.7K +105 +4%
FFWA
409
FRG Family Wealth Advisors
Washington
$353K – – –
FAM
410
Fred Alger Management
New York
$350K -$32.9K -252 -9%
BBHC
411
Brown Brothers Harriman & Co
New York
$343K -$62.8K -481 -15%
Wealthfront Advisers
412
Wealthfront Advisers
California
$342K +$24.8K +190 +8%
BCG
413
Breakwater Capital Group
New Jersey
$341K +$522 +4 +0.2%
HSWS
414
Higgins & Schmidt Wealth Strategies
Colorado
$340K +$340K +2,609 New
USAA
415
United Services Automobile Association
Texas
$335K +$335K +2,612 New
HPC
416
HM Payson & Co
Maine
$335K +$75.1K +576 +29%
SWP
417
Sagespring Wealth Partners
Tennessee
$334K +$74.6K +572 +29%
UAML
418
US Asset Management LLC
Pennsylvania
$329K – – –
GWMR
419
GC Wealth Management RIA
Massachusetts
$326K +$14.7K +113 +5%
AO
420
Advisor OS
Illinois
$319K -$26.9K -206 -8%
AFCM
421
Applied Finance Capital Management
Puerto Rico
$314K +$7.44K +57 +2%
MPM
422
MBB Public Markets
Illinois
$313K +$313K +2,402 New
FPAS
423
Focus Partners Advisor Solutions
Missouri
$313K +$313K +2,400 New
AWM
424
Axxcess Wealth Management
California
$310K +$39.4K +302 +15%
Lido Advisors
425
Lido Advisors
California
$309K -$19.1K -146 -6%
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