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Allegion
ALLE

Overview Fund Activity

681 hedge funds and large institutions have $10.8B invested in Allegion in 2025 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 250 increasing their positions, 205 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+27
Holders Change %
+4.13%
% of All Funds
9.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
103
Increased
250
Reduced
205
Closed
67
Calls
$17.2M
Puts
$11.3M
Net Calls
+$5.84M
Net Calls Change
+$493K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$623M
2
AQR Capital Management
AQR Capital Management
Connecticut
$143M
3
BlackRock
BlackRock
New York
$1.15B
4
Squarepoint
Squarepoint
New York
$104M
5
First Trust Advisors
First Trust Advisors
Illinois
$51.5M

Top Sellers

1
IIP
Intermede Investment Partners
United Kingdom
$8.56M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
$79.2M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$199M
4
APG Asset Management
APG Asset Management
Netherlands
$15M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$59.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vontobel Holding
726
Vontobel Holding
Switzerland
– -$214K -1,635 Closed
HCA
727
Harbor Capital Advisors
Illinois
– -$175K -1,336 Closed
FA
728
Fedenia Advisers
Wisconsin
– -$138K -1,059 Closed
CFGS
729
Concourse Financial Group Securities
Alabama
– -$113K -853 Closed
EBA
730
Eagle Bay Advisors
New York
– -$98.2K -751 Closed
Simplex Trading
731
Simplex Trading
Illinois
– -$65K -503 Closed
LJHT
732
Laurie J. Hall Trustee
– -$52K -400 Closed
TIM
733
Tortoise Investment Management
New York
– -$50.7K -388 Closed
PCM
734
Penserra Capital Management
California
– -$28K -220 Closed
HWA
735
Heritage Wealth Advisors
Virginia
– -$17.4K -133 Closed
ST
736
Smithfield Trust
Pennsylvania
– -$16K -123 Closed
RCA
737
Runnymede Capital Advisors
Ohio
– -$9.41K -72 Closed
WB
738
Webster Bank
Connecticut
– -$8.63K -66 Closed
CWP
739
Concord Wealth Partners
Virginia
– -$7.19K -55 Closed
BHWM
740
Beaird Harris Wealth Management
Texas
– -$6.01K -46 Closed
PMFA
741
Plante Moran Financial Advisors
Michigan
– -$5.62K -43 Closed
TH
742
TCTC Holdings
Texas
– -$5.49K -42 Closed
NRG
743
Nemes Rush Group
Michigan
– -$2.22K -17 Closed
MSWM
744
Mowery & Schoenfeld Wealth Management
Illinois
– -$1.96K -15 Closed
CFD
745
Creative Financial Designs
Indiana
– -$1.57K -12 Closed
AGWCA
746
Annis Gardner Whiting Capital Advisors
Florida
– -$393 -3 Closed
HWA
747
HHM Wealth Advisors
Tennessee
– -$131 -1 Closed
T
748
Transce3nd
Texas
– -$131 -1 Closed
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