ALLE icon

Allegion

746 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, 222 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: $ → $

21% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 222

9% more funds holding

Funds holding: 685746 (+61)

1.05% less ownership

Funds ownership: 96.43%95.38% (-1.1%)

Holders
746
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

Top Buyers

1 +$65.2M
2 +$48.7M
3 +$46.3M
4
HF
HRT Financial
New York
+$38.6M
5
PAM
Panagora Asset Management
Massachusetts
+$37.1M

Top Sellers

1 -$237M
2 -$205M
3 -$56.9M
4
HRCM
Hawk Ridge Capital Management
California
-$55.9M
5
Axa
Axa
France
-$52.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
501
IFP Advisors
Florida
$298K
KPWS
502
Kestra Private Wealth Services
Texas
$296K
SFM
503
Systematic Financial Management
New Jersey
$295K
NSEDCP
504
NJ State Employees Deferred Compensation Plan
New Jersey
$295K
MSE
505
MUFG Securities EMEA
United Kingdom
$291K
ETC
506
Exchange Traded Concepts
Oklahoma
$290K
VT
507
Vise Technologies
New York
$290K
SPIA
508
Steward Partners Investment Advisory
New York
$287K
MYIA
509
Mount Yale Investment Advisors
Colorado
$286K
PFM
510
Patton Fund Management
Texas
$286K
RCM
511
Requisite Capital Management
Texas
$284K
BOTPPF
512
Board of the Pension Protection Fund
United Kingdom
$284K
JSW
513
Journey Strategic Wealth
New Jersey
$284K
CAM
514
Claret Asset Management
Quebec, Canada
$283K
SMA
515
Sage Mountain Advisors
Georgia
$282K
RBC
516
Romano Brothers & Co
Illinois
$280K
FHA
517
Flagship Harbor Advisors
Massachusetts
$278K
RWM
518
Ritholtz Wealth Management
New York
$278K
CFG
519
Citizens Financial Group
Rhode Island
$277K
CHAM
520
Clear Harbor Asset Management
Connecticut
$277K
DADC
521
D.A. Davidson & Co
Montana
$275K
MCM
522
MAI Capital Management
Ohio
$273K
FB
523
Fulton Bank
Pennsylvania
$271K
FRA
524
Frank Rimerman Advisors
California
$271K
GIM
525
Groesbeck Investment Management
New Jersey
$270K