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Allegion

742 hedge funds and large institutions have $14.5B invested in Allegion in 2025 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 267 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: $ → $

20% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 222

8% more funds holding

Funds holding: 685742 (+57)

1.14% less ownership

Funds ownership: 96.43%95.3% (-1.1%)

Holders
742
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
C
601
Covestor
United Kingdom
$81K
BONH
602
Bank of New Hampshire
New Hampshire
$79.5K
CI Investments Inc
603
CI Investments Inc
Ontario, Canada
$79K
MPWT
604
MassMutual Private Wealth & Trust
Connecticut
$75.2K
PTC
605
Private Trust Company
Ohio
$64.7K
QL
606
Quarry LP
New York
$63.8K
OC
607
Oakworth Capital
Alabama
$62.1K
GFA
608
Gladwyn Financial Advisors
Virginia
$61.5K
ZBNA
609
Zions Bancorporation, National Association
Utah
$60.1K
KB
610
Kimelman & Baird
New York
$59.1K
RFS
611
Richardson Financial Services
Massachusetts
$58.3K
AAM
612
Advisors Asset Management
Colorado
$56.6K
TCOT
613
Trust Company of Toledo
Ohio
$53.2K
TCM
614
TruNorth Capital Management
Michigan
$53.2K
JSAM
615
J. Safra Asset Management
New York
$52.7K
TWC
616
TD Waterhouse Canada
Ontario, Canada
$51.1K
TWD
617
True Wealth Design
Ohio
$50.1K
HBW
618
Hazlett, Burt & Watson
West Virginia
$48K
PE
619
Point72 Europe
United Kingdom
$47.4K
FMP
620
Financial Management Professionals
Texas
$42.7K
OL
621
OneFund LLC
Florida
$42.7K
RFP
622
Root Financial Partners
California
$42.4K
SIM
623
Sentry Investment Management
Wisconsin
$42K
SWM
624
Spire Wealth Management
Virginia
$41.5K
SIS
625
Sound Income Strategies
Florida
$40.5K