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Allegion

754 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, 270 increasing their positions, 225 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: $ → $

20% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 225

10% more funds holding

Funds holding: 686754 (+68)

1.1% less ownership

Funds ownership: 96.58%95.48% (-1.1%)

Holders
754
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
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
726
Rialto Wealth Management
New York
$1.95K
WPA
727
Wealth Preservation Advisors
Tennessee
$1.77K
MAM
728
Marquette Asset Management
Minnesota
$1.77K
CA
729
Crewe Advisors
Utah
$1.77K
CFD
730
Creative Financial Designs
Indiana
$1.77K
BHWM
731
Beaird Harris Wealth Management
Texas
$1.77K
DWM
732
Dogwood Wealth Management
Kansas
$1.6K
KG
733
Kilter Group
New York
$1.42K
DF
734
Dunhill Financial
United Kingdom
$1.25K
HIA
735
HFM Investment Advisors
New Jersey
$1.24K
BHWM
736
Bay Harbor Wealth Management
Maryland
$1.24K
RA
737
Rise Advisors
New York
$1.24K
CWP
738
Clark Wealth Partners
Illinois
$1.11K
TCB
739
Texas Capital Bancshares
Texas
$1.06K
VWA
740
Valued Wealth Advisors
Utah
$887
SFCL
741
Strengthening Families & Communities LLC
Massachusetts
$886
WA
742
WPG Advisers
Maryland
$709
HWA
743
Heartwood Wealth Advisors
Virginia
$709
HFS
744
Hughes Financial Services
Virginia
$668
AT
745
Avalon Trust
New Mexico
$533
PWA
746
Physician Wealth Advisors
Utah
$533
SA
747
Seneschal Advisors
Washington
$533
PWA
748
Principia Wealth Advisory
Texas
$532
CPG
749
Cornerstone Planning Group
New Jersey
$454
AGWCA
750
Annis Gardner Whiting Capital Advisors
Florida
$355