ALLE icon

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