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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
BBPWM
701
Blue Bell Private Wealth Management
Pennsylvania
$4.26K
HFM
702
Harvest Fund Management
China
$4K
NC
703
North Capital
Utah
$3.9K
AWM
704
Abound Wealth Management
Tennessee
$3.73K
ADL
705
Asset Dedication LLC
California
$3.73K
FNWA
706
Financial Network Wealth Advisors
Utah
$3.37K
PAM
707
Palisade Asset Management
Minnesota
$3.19K
AWM
708
Activest Wealth Management
Florida
$3.19K
HHMI
709
Howard Hughes Medical Institute
Maryland
$3.19K
CMP
710
Coston McIsaac & Partners
Maine
$3K
BIA
711
Bell Investment Advisors
California
$2.48K
RIL
712
Rothschild Investment LLC
Illinois
$2.48K
DPW
713
DiNuzzo Private Wealth
Pennsylvania
$2.38K
AP
714
Aspect Partners
Virginia
$2.31K
HHGA
715
Halbert Hargrove Global Advisors
California
$2.13K
TIM
716
Tortoise Investment Management
New York
$2.13K
CIAS
717
CBIZ Investment Advisory Services
Ohio
$2.13K
CCM
718
Cloud Capital Management
Washington
$2K
AFG
719
Albion Financial Group
Utah
$1.95K
SIC
720
SJS Investment Consulting
Ohio
$1.95K
RWM
721
Rialto Wealth Management
New York
$1.95K
WPA
722
Wealth Preservation Advisors
Tennessee
$1.77K
MAM
723
Marquette Asset Management
Minnesota
$1.77K
CA
724
Crewe Advisors
Utah
$1.77K
BHWM
725
Beaird Harris Wealth Management
Texas
$1.77K