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Allegion
ALLE

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: 3 → 6 (+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: 690 → 758 (+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

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$60.7M
2
Millennium Management
Millennium Management
New York
+$45.4M
3
State Street
State Street
Massachusetts
+$43.1M
4
HF
HRT Financial
New York
+$36M
5
PAM
Panagora Asset Management
Massachusetts
+$34.6M

Top Sellers

1
VanEck Associates
VanEck Associates
New York
-$221M
2
BlackRock
BlackRock
New York
-$191M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$53M
4
Axa
Axa
France
-$52.9M
5
HRCM
Hawk Ridge Capital Management
California
-$52.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
726
CBIZ Investment Advisory Services
Ohio
$2.13K +$1.98K +12 New
CCM
727
Cloud Capital Management
Washington
$2K +$2.64K +16 New
AFG
728
Albion Financial Group
Utah
$1.95K – – –
SIC
729
SJS Investment Consulting
Ohio
$1.95K – – –
RWM
730
Rialto Wealth Management
New York
$1.95K +$330 +2 +22%
WPA
731
Wealth Preservation Advisors
Tennessee
$1.77K – – –
BHWM
732
Beaird Harris Wealth Management
Texas
$1.77K +$1.65K +10 New
CFD
733
Creative Financial Designs
Indiana
$1.77K +$1.65K +10 New
CA
734
Crewe Advisors
Utah
$1.77K +$1.65K +10 New
MAM
735
Marquette Asset Management
Minnesota
$1.77K +$1.65K +10 New
DWM
736
Dogwood Wealth Management
Kansas
$1.6K +$1.49K +9 New
KG
737
Kilter Group
New York
$1.42K – – –
DF
738
Dunhill Financial
United Kingdom
$1.25K – – –
HIA
739
HFM Investment Advisors
New Jersey
$1.24K – – –
BHWM
740
Bay Harbor Wealth Management
Maryland
$1.24K +$165 +1 +17%
RA
741
Rise Advisors
New York
$1.24K +$495 +3 +75%
CWP
742
Clark Wealth Partners
Illinois
$1.11K – – –
TCB
743
Texas Capital Bancshares
Texas
$1.06K +$991 +6 New
VWA
744
Valued Wealth Advisors
Utah
$887 – – –
SFCL
745
Strengthening Families & Communities LLC
Massachusetts
$886 – – –
WA
746
WPG Advisers
Maryland
$709 -$2.15K -13 -76%
HWA
747
Heartwood Wealth Advisors
Virginia
$709 +$661 +4 New
HFS
748
Hughes Financial Services
Virginia
$668 – – –
AT
749
Avalon Trust
New Mexico
$533 +$495 +3 New
PWA
750
Physician Wealth Advisors
Utah
$533 +$495 +3 New
28 29
30
31 32

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.