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Allegion

746 hedge funds and large institutions have $14.5B invested in Allegion in 2025 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 269 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: $ → $

21% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 222

9% more funds holding

Funds holding: 685746 (+61)

1.05% less ownership

Funds ownership: 96.43%95.38% (-1.1%)

Holders
746
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
Wealthfront Advisers
401
Wealthfront Advisers
California
$537K
EA
402
Everpar Advisors
Oklahoma
$535K
MDA
403
Minot DeBlois Advisors
Massachusetts
$532K
EWA
404
EverSource Wealth Advisors
Alabama
$530K
WIA
405
World Investment Advisors
California
$528K
Lido Advisors
406
Lido Advisors
California
$524K
MIM
407
Martin Investment Management
Florida
$522K
MGP
408
Metis Global Partners
California
$514K
FPAS
409
Focus Partners Advisor Solutions
Missouri
$512K
BEI
410
Benjamin Edwards Inc
Missouri
$511K
HWM
411
HB Wealth Management
Georgia
$508K
BBHC
412
Brown Brothers Harriman & Co
New York
$505K
Mackenzie Financial
413
Mackenzie Financial
Ontario, Canada
$500K
TYCC
414
Texas Yale Capital Corp
Florida
$500K
GWMR
415
GC Wealth Management RIA
Massachusetts
$499K
LAM
416
LECAP Asset Management
United Kingdom
$490K
SWP
417
Sagespring Wealth Partners
Tennessee
$485K
AWM
418
AE Wealth Management
Kansas
$485K
PA
419
Parallel Advisors
California
$477K
NAM
420
NorthCrest Asset Manangement
Minnesota
$477K
GWM
421
Gibbs Wealth Management
Georgia
$472K
HAG
422
HighPoint Advisor Group
Illinois
$470K
HPC
423
HM Payson & Co
Maine
$469K
CFO
424
Callan Family Office
Pennsylvania
$468K
BCG
425
Breakwater Capital Group
New Jersey
$464K