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Allegion

785 hedge funds and large institutions have $13.1B invested in Allegion in 2025 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 281 increasing their positions, 259 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:

0.12% more ownership

Funds ownership: 95.48%95.6% (+0.12%)

10% less capital invested

Capital invested by funds: $14.5B → $13.1B (-$1.44B)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
785
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
PFGIA
351
Patriot Financial Group Insurance Agency
Massachusetts
$916K
MWM
352
Mission Wealth Management
California
$908K
SFA
353
Sequoia Financial Advisors
Ohio
$902K
AC
354
AXQ Capital
New Jersey
$898K
BFA
355
Bragg Financial Advisors
North Carolina
$876K
GAM
356
Groupama Asset Management
France
$872K
HA
357
Herold Advisors
New York
$859K
MAM
358
Martingale Asset Management
Massachusetts
$846K
IAA
359
Independent Advisor Alliance
North Carolina
$838K
HW
360
Hancock Whitney
Mississippi
$825K
HIMCH
361
Hartford Investment Management Co (HIMCO)
Connecticut
$804K
RWM
362
Ritholtz Wealth Management
New York
$803K
WHCI
363
W.H. Cornerstone Investments
Massachusetts
$795K
USCWA
364
U.S. Capital Wealth Advisors
Texas
$788K
CCG
365
Ceeto Capital Group
Florida
$780K
LA
366
LVW Advisors
New York
$774K
GIBU
367
Gulf International Bank (UK)
United Kingdom
$773K
OAM
368
Oppenheimer Asset Management
New York
$752K
DG
369
DMC Group
Alabama
$748K
ICP
370
Impact Capital Partners
Colorado
$745K
CFO
371
Callan Family Office
Pennsylvania
$742K
ARC
372
Advisor Resource Council
Texas
$741K
DILIC
373
Dai-ichi Life Insurance Company
Japan
$739K
SOW
374
State of Wyoming
Wyoming
$730K
FTA
375
Financial & Tax Architects
Missouri
$722K