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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
CFD
726
Creative Financial Designs
Indiana
$1.77K
DWM
727
Dogwood Wealth Management
Kansas
$1.6K
DF
728
Dunhill Financial
United Kingdom
$1.25K
HIA
729
HFM Investment Advisors
New Jersey
$1.24K
BHWM
730
Bay Harbor Wealth Management
Maryland
$1.24K
RA
731
Rise Advisors
New York
$1.24K
TCB
732
Texas Capital Bancshares
Texas
$1.06K
VWA
733
Valued Wealth Advisors
Utah
$887
SFCL
734
Strengthening Families & Communities LLC
Massachusetts
$886
WA
735
WPG Advisers
Maryland
$709
HWA
736
Heartwood Wealth Advisors
Virginia
$709
HFS
737
Hughes Financial Services
Virginia
$668
PWA
738
Physician Wealth Advisors
Utah
$533
AT
739
Avalon Trust
New Mexico
$533
SA
740
Seneschal Advisors
Washington
$533
CPG
741
Cornerstone Planning Group
New Jersey
$454
AGWCA
742
Annis Gardner Whiting Capital Advisors
Florida
$355
AA
743
Ancora Advisors
Ohio
$355
OP
744
ORG Partners
Indiana
$354
JFGIW
745
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$178
BCWM
746
Bartlett & Co Wealth Management
Ohio
$177
Norges Bank
747
Norges Bank
Norway
Axa
748
Axa
France
DCP
749
Distillate Capital Partners
Illinois
AG
750
Algert Global
California