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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
GFWA
676
Grey Fox Wealth Advisors
Delaware
$10.1K
MSWA
677
Marshall & Sterling Wealth Advisors
New York
$9.75K
ATC
678
Adirondack Trust Company
New York
$9.22K
GXJ
679
Global X Japan
Japan
$9.04K
PWMG
680
Private Wealth Management Group
New Jersey
$9.04K
HI
681
Harbour Investments
Wisconsin
$8.51K
FC
682
Financial Consulate
Maryland
$8.51K
DI
683
DAGCO Inc
Ohio
$8.34K
PB
684
Pinnacle Bancorp
Nebraska
$7.98K
FFO
685
Fortitude Family Office
Arizona
$7.98K
WWM
686
Wolff Wiese Magana
California
$6.74K
MCM
687
Manchester Capital Management
Vermont
$6.56K
HFS
688
Horizon Financial Services
North Carolina
$6.21K
RF
689
Rossby Financial
Florida
$6.19K
DAM
690
Delta Asset Management
Tennessee
$6.03K
CT
691
Clearstead Trust
Maine
$6.03K
JWM
692
JPL Wealth Management
Colorado
$6.03K
FWA
693
Flagship Wealth Advisors
Massachusetts
$5.85K
BGAI
694
Bruce G. Allen Investments
Colorado
$5.67K
KFI
695
Key Financial Inc
Pennsylvania
$5.13K
SIC
696
Salem Investment Counselors
North Carolina
$4.97K
S
697
Sachetta
Massachusetts
$4.61K
WA
698
Westfuller Advisors
New York
$4.26K
BFS
699
Bare Financial Services
Pennsylvania
$4.26K
SS
700
Sunbelt Securities
Texas
$4.26K