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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
RFP
626
Root Financial Partners
California
$42.4K
SIM
627
Sentry Investment Management
Wisconsin
$42K
SWM
628
Spire Wealth Management
Virginia
$41.5K
SIS
629
Sound Income Strategies
Florida
$40.5K
CFO
630
CVA Family Office
Colorado
$39.2K
PFBT
631
Parkside Financial Bank & Trust
Missouri
$39K
MEG
632
Millstone Evans Group
Colorado
$37.4K
NSIM
633
North Star Investment Management
Illinois
$37.1K
CIAM
634
Caitong International Asset Management
Hong Kong
$36.2K
HDIM
635
Hanson & Doremus Investment Management
Vermont
$35K
LCM
636
Logan Capital Management
Pennsylvania
$29.4K
AUB
637
Atlantic Union Bankshares
Virginia
$29.4K
CH
638
Cromwell Holdings
Wyoming
$27K
SSG
639
Summit Securities Group
New York
$26.2K
HFS
640
Hantz Financial Services
Michigan
$26K
FHC
641
First Horizon Corporation
Tennessee
$25.7K
WIM
642
Westside Investment Management
California
$24.7K
HWM
643
Hemington Wealth Management
Virginia
$24K
M
644
MOTCO
Texas
$22.3K
MWPCG
645
Measured Wealth Private Client Group
New Hampshire
$22.2K
PGAM
646
Princeton Global Asset Management
New Jersey
$21.3K
GBT
647
Grove Bank & Trust
Florida
$19.2K
GWSA
648
Global Wealth Strategies & Associates
Colorado
$19.2K
SGK
649
Steigerwald Gordon & Koch
Virginia
$18.8K
WANY
650
Wealthspire Advisors (New York)
New York
$18.6K