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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
S
701
Sachetta
Massachusetts
$4.61K
WA
702
Westfuller Advisors
New York
$4.26K
BFS
703
Bare Financial Services
Pennsylvania
$4.26K
SS
704
Sunbelt Securities
Texas
$4.26K
BBPWM
705
Blue Bell Private Wealth Management
Pennsylvania
$4.26K
HFM
706
Harvest Fund Management
China
$4K
NC
707
North Capital
Utah
$3.9K
AWM
708
Abound Wealth Management
Tennessee
$3.73K
ADL
709
Asset Dedication LLC
California
$3.73K
FNWA
710
Financial Network Wealth Advisors
Utah
$3.37K
PAM
711
Palisade Asset Management
Minnesota
$3.19K
AWM
712
Activest Wealth Management
Florida
$3.19K
HHMI
713
Howard Hughes Medical Institute
Maryland
$3.19K
CMP
714
Coston McIsaac & Partners
Maine
$3K
BIA
715
Bell Investment Advisors
California
$2.48K
RIL
716
Rothschild Investment LLC
Illinois
$2.48K
DPW
717
DiNuzzo Private Wealth
Pennsylvania
$2.38K
AP
718
Aspect Partners
Virginia
$2.31K
HHGA
719
Halbert Hargrove Global Advisors
California
$2.13K
TIM
720
Tortoise Investment Management
New York
$2.13K
CIAS
721
CBIZ Investment Advisory Services
Ohio
$2.13K
CCM
722
Cloud Capital Management
Washington
$2K
AFG
723
Albion Financial Group
Utah
$1.95K
SIC
724
SJS Investment Consulting
Ohio
$1.95K
RWM
725
Rialto Wealth Management
New York
$1.95K