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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
$623M
2
AQR Capital Management
AQR Capital Management
Connecticut
$143M
3
BlackRock
BlackRock
New York
$1.15B
4
Squarepoint
Squarepoint
New York
$104M
5
First Trust Advisors
First Trust Advisors
Illinois
$51.5M

Top Sellers

1
IIP
Intermede Investment Partners
United Kingdom
$8.56M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
$79.2M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$199M
4
APG Asset Management
APG Asset Management
Netherlands
$15M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$59.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
651
Bell Investment Advisors
California
$1.83K -$783 -6 -30%
PWA
652
Provenance Wealth Advisors
Florida
$1.57K – – –
BBPWM
653
Blue Bell Private Wealth Management
Pennsylvania
$1.57K – – –
AFG
654
Albion Financial Group
Utah
$1.44K – – –
WPA
655
Wealth Preservation Advisors
Tennessee
$1.31K +$1.31K +10 New
HFS
656
Hughes Financial Services
Virginia
$1.05K +$1.05K +8 New
RIL
657
Rothschild Investment LLC
Illinois
$1.04K – – –
PMAM
658
Picton Mahoney Asset Management
Ontario, Canada
$1K -$239K -1,915 -100%
TFA
659
Transamerica Financial Advisors
Florida
$1K -$444K -444 -100%
GSWM
660
Golden State Wealth Management
California
$913 – – –
LWANC
661
Laurel Wealth Advisors (North Carolina)
North Carolina
$783 – – –
WA
662
Whipplewood Advisors
Colorado
$783 +$422 +7 +117%
ACA
663
Atlas Capital Advisors
Wyoming
$782 – – –
CPG
664
Cornerstone Planning Group
New Jersey
$759 +$253 +2 +50%
VWA
665
Valued Wealth Advisors
Utah
$653 – – –
FCAS
666
First Command Advisory Services
Texas
$652 – – –
SFCL
667
Strengthening Families & Communities LLC
Massachusetts
$652 – – –
AP
668
Aspect Partners
Virginia
$522 -$131 -1 -20%
LWMI
669
Legacy Wealth Management (Idaho)
Idaho
$522 – – –
NC
670
NewSquare Capital
Pennsylvania
$522 +$131 +1 +33%
RA
671
Rise Advisors
New York
$522 +$522 +4 New
ACA
672
American Capital Advisory
Idaho
$392 +$392 +3 New
SS
673
SBI Securities
Japan
$391 -$521 -4 -57%
BHWM
674
Bay Harbor Wealth Management
Maryland
$391 +$391 +3 New
PWA
675
Principia Wealth Advisory
Texas
$374 – – –
25 26
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28 29