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Allegion

685 hedge funds and large institutions have $12B invested in Allegion in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 256 increasing their positions, 213 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.1M
Puts
$5.85M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
401
Wealthfront Advisers
California
$398K
WA
402
Wealth Alliance
New York
$397K
QC
403
Quadrature Capital
United Kingdom
$395K
CFO
404
Callan Family Office
Pennsylvania
$391K
FFWA
405
FRG Family Wealth Advisors
Washington
$390K
GWMR
406
GC Wealth Management RIA
Massachusetts
$390K
AWS
407
Atria Wealth Solutions
New York
$389K
PA
408
Parallel Advisors
California
$387K
AO
409
Advisor OS
Illinois
$386K
KPWS
410
Kestra Private Wealth Services
Texas
$379K
SRL
411
Scientech Research LLC
New Jersey
$378K
BCG
412
Breakwater Capital Group
New Jersey
$377K
DAS
413
Diversify Advisory Services
Utah
$374K
HPC
414
HM Payson & Co
Maine
$372K
AWM
415
AE Wealth Management
Kansas
$372K
HWM
416
HB Wealth Management
Georgia
$371K
AWM
417
Axxcess Wealth Management
California
$370K
Jones Financial Companies
418
Jones Financial Companies
Missouri
$369K
PWG
419
Portside Wealth Group
Utah
$365K
AFCM
420
Applied Finance Capital Management
Puerto Rico
$363K
UAML
421
US Asset Management LLC
Pennsylvania
$363K
BEI
422
Benjamin Edwards Inc
Missouri
$361K
IGAM
423
iA Global Asset Management
Quebec, Canada
$356K
WIA
424
World Investment Advisors
California
$356K
TWM
425
Thrive Wealth Management
Pennsylvania
$354K