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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 %
STA
476
Summit Trail Advisors
New York
$231K +$231K +1,769 New
UCFA
477
United Capital Financial Advisors
Texas
$230K -$34.3K -263 -13%
MA
478
Montag & Associates
Georgia
$228K – – –
HIMC
479
Heritage Investors Management Corp
Maryland
$228K – – –
CL
480
Choreo LLC
Illinois
$225K +$16.8K +129 +8%
ESB
481
Essex Savings Bank
Connecticut
$224K – – –
RBC
482
Romano Brothers & Co
Illinois
$224K – – –
HWM
483
HB Wealth Management
Georgia
$223K +$223K +1,707 New
LWM
484
LongView Wealth Management
Georgia
$222K – – –
NME
485
Notis-McConarty Edward
$222K – – –
AFG
486
Atomi Financial Group
New York
$221K +$221K +1,697 New
SFM
487
Systematic Financial Management
New Jersey
$217K – – –
NSEDCP
488
NJ State Employees Deferred Compensation Plan
New Jersey
$217K – – –
CPA
489
Capital Performance Advisors
California
$217K +$217K +1,664 New
CAM
490
Claret Asset Management
Quebec, Canada
$217K +$131 +1 +0.1%
HAG
491
HighPoint Advisor Group
Illinois
$215K +$215K +1,557 New
MCM
492
MAI Capital Management
Ohio
$213K -$11.9K -91 -5%
TNA
493
True North Advisors
Texas
$209K +$209K +1,605 New
CA
494
Claro Advisors
Massachusetts
$208K +$208K +1,595 New
DAS
495
Diversify Advisory Services
Utah
$206K +$206K +1,490 New
CHAM
496
Clear Harbor Asset Management
Connecticut
$204K +$204K +1,561 New
KTA
497
Keeley-Teton Advisors
Illinois
$202K -$30.4K -233 -13%
DS
498
DRW Securities
Illinois
$202K +$202K +1,547 New
MSA
499
MUFG Securities Americas
New York
$201K +$33.4K +256 +20%
IAA
500
Independent Advisor Alliance
North Carolina
$200K -$14.2K -109 -7%
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