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Allegion

750 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, 271 increasing their positions, 224 reducing their positions, and 59 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: 271 | Existing positions reduced: 224

9% more funds holding

Funds holding: 687750 (+63)

1.12% less ownership

Funds ownership: 96.59%95.47% (-1.1%)

Holders
750
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
PP
676
PFS Partners
New Jersey
$11K
TFA
677
Toth Financial Advisory
Virginia
$11K
GWM
678
Geneos Wealth Management
Colorado
$10.1K
SWP
679
Strategic Wealth Partners
Ohio
$10.1K
GFWA
680
Grey Fox Wealth Advisors
Delaware
$10.1K
MSWA
681
Marshall & Sterling Wealth Advisors
New York
$9.75K
ATC
682
Adirondack Trust Company
New York
$9.22K
GXJ
683
Global X Japan
Japan
$9.04K
PWMG
684
Private Wealth Management Group
New Jersey
$9.04K
HI
685
Harbour Investments
Wisconsin
$8.51K
FC
686
Financial Consulate
Maryland
$8.51K
DI
687
DAGCO Inc
Ohio
$8.34K
PB
688
Pinnacle Bancorp
Nebraska
$7.98K
FFO
689
Fortitude Family Office
Arizona
$7.98K
WWM
690
Wolff Wiese Magana
California
$6.74K
MCM
691
Manchester Capital Management
Vermont
$6.56K
HFS
692
Horizon Financial Services
North Carolina
$6.21K
RF
693
Rossby Financial
Florida
$6.19K
DAM
694
Delta Asset Management
Tennessee
$6.03K
CT
695
Clearstead Trust
Maine
$6.03K
JWM
696
JPL Wealth Management
Colorado
$6.03K
FWA
697
Flagship Wealth Advisors
Massachusetts
$5.85K
BGAI
698
Bruce G. Allen Investments
Colorado
$5.67K
KFI
699
Key Financial Inc
Pennsylvania
$5.13K
SIC
700
Salem Investment Counselors
North Carolina
$4.97K