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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 %
VCM
451
Versant Capital Management
Arizona
$264K +$184K +1,412 +230%
GIM
452
Groesbeck Investment Management
New Jersey
$264K -$65.4K -502 -20%
BPA
453
Beacon Pointe Advisors
California
$263K +$13.2K +101 +5%
ONB
454
Old National Bancorp
Indiana
$262K -$289K -2,214 -52%
GI
455
GAMCO Investors
Connecticut
$261K – – –
ZIM
456
Zacks Investment Management
Illinois
$259K +$259K +1,985 New
GCM
457
Gallacher Capital Management
Colorado
$256K +$256K +1,961 New
Bessemer Group
458
Bessemer Group
New Jersey
$255K -$2.06M -15,763 -89%
TRCT
459
Tower Research Capital (TRC)
New York
$255K -$628K -4,812 -71%
MYAM
460
Meiji Yasuda Asset Management
Japan
$254K -$14.4K -110 -5%
PPW
461
Parcion Private Wealth
Washington
$253K +$253K +1,940 New
KCP
462
Kera Capital Partners
California
$253K +$253K +1,936 New
TFA
463
Tranquilli Financial Advisor
New Jersey
$246K +$246K +1,883 New
SIA
464
Schechter Investment Advisors
Michigan
$244K -$1.31K -10 -0.5%
SFA
465
Sequoia Financial Advisors
Ohio
$243K -$77.5K -594 -24%
TWM
466
Thrive Wealth Management
Pennsylvania
$242K +$26.7K +205 +12%
SPC
467
Sigma Planning Corp
Michigan
$241K +$24.1K +185 +11%
AAM
468
Aureus Asset Management
Massachusetts
$238K +$238K +1,825 New
PNC
469
Park National Corp
Ohio
$237K – – –
IFWM
470
Institute for Wealth Management
Colorado
$235K +$235K +1,805 New
AWA
471
Aaron Wealth Advisors
Illinois
$235K +$235K +1,805 New
PWM
472
Partnership Wealth Management
Maryland
$235K – – –
RPC
473
Rossmore Private Capital
Connecticut
$232K – – –
MYIA
474
Mount Yale Investment Advisors
Colorado
$231K -$2.87K -22 -1%
IAIM
475
International Assets Investment Management
Florida
$231K +$261 +2 +0.1%
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