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Allegion

758 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, 226 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $3.34M

131% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 58

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

21% more capital invested

Capital invested by funds: $12B → $14.5B (+$2.55B)

20% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 226

10% more funds holding

Funds holding: 690758 (+68)

1.09% less ownership

Funds ownership: 96.59%95.5% (-1.1%)

Holders
758
Holders Change
+68
Holders Change %
+9.86%
% of All Funds
9.95%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
134
Increased
271
Reduced
226
Closed
58
Calls
$12.4M
Puts
$3.34M
Net Calls
+$9.04M
Net Calls Change
+$764K
Name Holding Trade Value Shares
Change
Change in
Stake
FWA
701
Flagship Wealth Advisors
Massachusetts
$5.85K
BGAI
702
Bruce G. Allen Investments
Colorado
$5.67K
KFI
703
Key Financial Inc
Pennsylvania
$5.13K +$4.79K +29 New
SIC
704
Salem Investment Counselors
North Carolina
$4.97K
S
705
Sachetta
Massachusetts
$4.61K
WA
706
Westfuller Advisors
New York
$4.26K +$3.96K +24 New
BFS
707
Bare Financial Services
Pennsylvania
$4.26K
SS
708
Sunbelt Securities
Texas
$4.26K +$661 +4 +20%
BBPWM
709
Blue Bell Private Wealth Management
Pennsylvania
$4.26K +$1.98K +12 +100%
HFM
710
Harvest Fund Management
China
$4K +$2.31K +14 +200%
NC
711
North Capital
Utah
$3.9K +$165 +1 +5%
AWM
712
Abound Wealth Management
Tennessee
$3.73K
ADL
713
Asset Dedication LLC
California
$3.73K +$3.47K +21 New
MCM
714
MV Capital Management
Maryland
$3.55K
FNWA
715
Financial Network Wealth Advisors
Utah
$3.37K
PAM
716
Palisade Asset Management
Minnesota
$3.19K +$2.97K +18 New
AWM
717
Activest Wealth Management
Florida
$3.19K -$114K -693 -97%
HHMI
718
Howard Hughes Medical Institute
Maryland
$3.19K
CMP
719
Coston McIsaac & Partners
Maine
$3K
BIA
720
Bell Investment Advisors
California
$2.48K
RIL
721
Rothschild Investment LLC
Illinois
$2.48K +$991 +6 +75%
DPW
722
DiNuzzo Private Wealth
Pennsylvania
$2.38K
AP
723
Aspect Partners
Virginia
$2.31K +$1.49K +9 +225%
HHGA
724
Halbert Hargrove Global Advisors
California
$2.13K +$1.98K +12 New
TIM
725
Tortoise Investment Management
New York
$2.13K +$495 +3 +33%

ALLE Hedge Fund Activity: Q3 2025 in Review

758 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Allegion (ALLE) for Q3 2025, worth a combined $14.5B — up 21% from $12B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new ALLE positions and 58 closed out — a net gain of 76 holders — while 271 added to existing stakes and 226 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $60.7M. The largest seller was VanEck Associates, cutting an estimated $221M.

  • 758 institutional investors held Allegion (ALLE) as of Q3 2025, up from 690 in Q2 2025.
  • Funds reported $14.5B of Allegion stock for Q3 2025, up 21% quarter-over-quarter.
  • 134 funds opened new Allegion positions in Q3 2025 and 58 closed out, a net change of +76 holders.
  • The largest Allegion buyer in Q3 2025 was Manulife (Manufacturers Life Insurance), an estimated $60.7M added.
  • The largest Allegion seller in Q3 2025 was VanEck Associates, an estimated $221M sold.

Based on aggregated 13F filings for Q3 2025.