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Allegion

790 hedge funds and large institutions have $13.1B invested in Allegion in 2025 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 283 increasing their positions, 258 reducing their positions, and 69 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

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.19% more ownership

Funds ownership: 95.46%95.65% (+0.19%)

10% less capital invested

Capital invested by funds: $14.5B → $13.1B (-$1.43B)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
790
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.74M
Puts
$350K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CRC
351
Curi RMB Capital
Illinois
$926K
PFGIA
352
Patriot Financial Group Insurance Agency
Massachusetts
$916K
MWM
353
Mission Wealth Management
California
$908K
SFA
354
Sequoia Financial Advisors
Ohio
$902K
AC
355
AXQ Capital
New Jersey
$898K
BFA
356
Bragg Financial Advisors
North Carolina
$876K
GAM
357
Groupama Asset Management
France
$872K
HA
358
Herold Advisors
New York
$859K
MAM
359
Martingale Asset Management
Massachusetts
$846K
IAA
360
Independent Advisor Alliance
North Carolina
$838K
HW
361
Hancock Whitney
Mississippi
$825K
HIMCH
362
Hartford Investment Management Co (HIMCO)
Connecticut
$804K
RWM
363
Ritholtz Wealth Management
New York
$803K
WHCI
364
W.H. Cornerstone Investments
Massachusetts
$795K
USCWA
365
U.S. Capital Wealth Advisors
Texas
$788K
CCG
366
Ceeto Capital Group
Florida
$780K
LA
367
LVW Advisors
New York
$774K
GIBU
368
Gulf International Bank (UK)
United Kingdom
$773K
OAM
369
Oppenheimer Asset Management
New York
$752K
DG
370
DMC Group
Alabama
$748K
ICP
371
Impact Capital Partners
Colorado
$745K
CFO
372
Callan Family Office
Pennsylvania
$742K
ARC
373
Advisor Resource Council
Texas
$741K
DILIC
374
Dai-ichi Life Insurance Company
Japan
$739K
SOW
375
State of Wyoming
Wyoming
$730K