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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 %
JWCA
426
J.W. Cole Advisors
Florida
$307K +$307K +2,350 New
AWM
427
AE Wealth Management
Kansas
$306K +$306K +2,344 New
BC
428
Bayforest Capital
United Kingdom
$305K +$165K +1,262 +117%
AIM
429
Alhambra Investment Management
Florida
$304K – – –
RBI
430
Raiffeisen Bank International
Austria
$298K +$298K +2,321 New
WI
431
Wahed Invest
New York
$298K +$7.96K +61 +3%
KFSC
432
Keystone Financial Services (Colorado)
Colorado
$297K +$17K +130 +6%
CGH
433
Crossmark Global Holdings
Texas
$294K -$1.2M -9,203 -80%
RP
434
Riverwater Partners
Wisconsin
$294K -$10K -77 -3%
CPIG
435
Chicago Partners Investment Group
Illinois
$288K +$288K +2,052 New
CSP
436
Cary Street Partners
Virginia
$287K -$161K -1,232 -36%
WSFS
437
Wilmington Savings Fund Society
Delaware
$286K +$6.26K +48 +2%
MIM
438
Martin Investment Management
Florida
$285K +$285K +2,186 New
MAS
439
Meeder Advisory Services
Ohio
$282K +$63.8K +489 +29%
EA
440
Everpar Advisors
Oklahoma
$279K -$39.1K -300 -12%
SQA
441
Simon Quick Advisors
New Jersey
$278K +$278K +2,131 New
SF
442
Summit Financial
New Jersey
$275K +$275K +2,107 New
William Blair & Company
443
William Blair & Company
Illinois
$271K +$13.6K +104 +5%
PAM
444
Panagora Asset Management
Massachusetts
$270K – – –
FRA
445
Frank Rimerman Advisors
California
$269K +$269K +2,064 New
SC
446
Sapient Capital
Indiana
$268K -$2.61K -20 -1%
Fifth Third Bancorp
447
Fifth Third Bancorp
Ohio
$268K +$3.26K +25 +1%
WA
448
Wealth Alliance
New York
$267K -$39.5K -303 -13%
WA
449
Waverly Advisors
Alabama
$265K +$64.8K +497 +32%
SAM
450
Silvercrest Asset Management
New York
$265K -$261 -2 -0.1%
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