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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 %
GWSG
601
GPS Wealth Strategies Group
Colorado
$9.56K – – –
CT
602
Colonial Trust
South Carolina
$9.31K -$23.3K -178 -71%
RWM
603
Ruedi Wealth Management
Illinois
$9.26K – – –
RAM
604
Riggs Asset Management
Pennsylvania
$8.61K – – –
FP
605
Financial Perspectives
Minnesota
$8.61K – – –
FS
606
Financially Speaking
Colorado
$8.61K – – –
PFSC
607
Peoples Financial Services Corp
Pennsylvania
$8.61K – – –
VWWMG
608
Vermillion & White Wealth Management Group
Pennsylvania
$8.61K +$8.61K +66 New
FMII
609
Farmers & Merchants Investments Inc
Nebraska
$8.22K – – –
TFA
610
Toth Financial Advisory
Virginia
$8.09K +$8.09K +62 New
PP
611
PFS Partners
New Jersey
$8.05K +$130 +1 +2%
TSMHT
612
Thurston Springer Miller Herd & Titak
Indiana
$7.44K – – –
ATC
613
Adirondack Trust Company
New York
$6.78K – – –
PWMG
614
Private Wealth Management Group
New Jersey
$6.65K – – –
UB
615
UMB Bank
Missouri
$6.65K +$1.57K +12 +31%
ME
616
McIlrath & Eck
Washington
$6.52K +$6.52K +50 New
DI
617
DAGCO Inc
Ohio
$6.13K +$6.13K +47 New
AF
618
Advisornet Financial
Minnesota
$6K +$783 +6 +15%
HI
619
Harbour Investments
Wisconsin
$6K +$1.57K +12 +35%
PB
620
Pinnacle Bancorp
Nebraska
$5.87K – – –
WWM
621
Wolff Wiese Magana
California
$4.96K +$4.96K +38 New
S
622
Sachetta
Massachusetts
$4.7K -$130 -1 -3%
ETS
623
ESL Trust Services
New York
$4.7K – – –
MCM
624
Manchester Capital Management
Vermont
$4.57K +$391 +3 +9%
DAM
625
Delta Asset Management
Tennessee
$4.44K – – –
23 24
25
26 27