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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
SC
476
Sapient Capital
Indiana
$360K
Jones Financial Companies
477
Jones Financial Companies
Missouri
$360K
SAM
478
Silvercrest Asset Management
New York
$360K
IFWM
479
Institute for Wealth Management
Colorado
$359K
WA
480
Waverly Advisors
Alabama
$358K
TC
481
TownSquare Capital
Utah
$358K
ONB
482
Old National Bancorp
Indiana
$352K
PPW
483
Parcion Private Wealth
Washington
$351K
CA
484
CoreCap Advisors
Michigan
$347K
William Blair & Company
485
William Blair & Company
Illinois
$338K
MAS
486
Meeder Advisory Services
Ohio
$334K
UCFA
487
United Capital Financial Advisors
Texas
$331K
VIM
488
Vinva Investment Management
Australia
$328K
LAM
489
Longboard Asset Management
Arizona
$326K
AAM
490
Aureus Asset Management
Massachusetts
$324K
IC
491
Inscription Capital
Texas
$322K
IAA
492
Independent Advisor Alliance
North Carolina
$320K
PWM
493
Partnership Wealth Management
Maryland
$319K
LCGC
494
Legacy Capital Group California
California
$318K
RPC
495
Rossmore Private Capital
Connecticut
$316K
NIM
496
NEOS Investment Management
Connecticut
$313K
ESB
497
Essex Savings Bank
Connecticut
$312K
BP
498
Ballentine Partners
Massachusetts
$305K
CAG
499
Csenge Advisory Group
Florida
$303K
LWM
500
LongView Wealth Management
Georgia
$301K