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Allegion

754 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, 226 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: $ → $

19% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 226

10% more funds holding

Funds holding: 686754 (+68)

1.1% less ownership

Funds ownership: 96.56%95.46% (-1.1%)

Holders
754
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
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
426
Callan Family Office
Pennsylvania
$468K
BCG
427
Breakwater Capital Group
New Jersey
$464K
AIM
428
Advyzon Investment Management
Illinois
$463K
JIC
429
Johnson Investment Counsel
Ohio
$463K
O
430
Ossiam
France
$458K
LWCFA
431
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$452K
UAML
432
US Asset Management LLC
Pennsylvania
$447K
AWM
433
Axxcess Wealth Management
California
$446K
TWM
434
Thrive Wealth Management
Pennsylvania
$445K
PWG
435
Portside Wealth Group
Utah
$442K
P
436
Pitcairn
Pennsylvania
$441K
Fifth Third Bancorp
437
Fifth Third Bancorp
Ohio
$440K
GI
438
GAMMA Investing
California
$440K
FFWA
439
FRG Family Wealth Advisors
Washington
$433K
JWCA
440
J.W. Cole Advisors
Florida
$431K
CL
441
Choreo LLC
Illinois
$429K
WA
442
Wealth Alliance
New York
$429K
BBA
443
Baader Bank Aktiengesellschaft
Germany
$428K
KFSC
444
Keystone Financial Services (Colorado)
Colorado
$427K
VI
445
Versor Investments
New York
$425K
TFA
446
Tranquilli Financial Advisor
New Jersey
$424K
WI
447
Wahed Invest
New York
$418K
PAG
448
Private Advisor Group
New Jersey
$417K
AIM
449
Alhambra Investment Management
Florida
$414K
MSA
450
MUFG Securities Americas
New York
$411K