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Allegion

799 hedge funds and large institutions have $13.1B invested in Allegion in 2025 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 284 increasing their positions, 259 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $350K

73% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 70

5% more funds holding

Funds holding: 758799 (+41)

10% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 259

0.19% more ownership

Funds ownership: 95.5%95.69% (+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
799
Holders Change
+41
Holders Change %
+5.41%
% of All Funds
9.72%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
121
Increased
284
Reduced
259
Closed
70
Calls
$1.74M
Puts
$350K
Net Calls
+$1.39M
Net Calls Change
-$7.65M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
351
Valley National Advisers
Pennsylvania
$932K -$9.83K -59 -1%
CRC
352
Curi RMB Capital
Illinois
$926K +$147K +880 +18%
PFGIA
353
Patriot Financial Group Insurance Agency
Massachusetts
$916K +$229K +1,373 +31%
MWM
354
Mission Wealth Management
California
$908K -$27.2K -163 -3%
SFA
355
Sequoia Financial Advisors
Ohio
$902K +$365K +2,192 +63%
AC
356
AXQ Capital
New Jersey
$898K +$940K +5,639 New
BFA
357
Bragg Financial Advisors
North Carolina
$876K -$9.5K -57 -1%
GAM
358
Groupama Asset Management
France
$872K -$78.8K -473 -8%
HA
359
Herold Advisors
New York
$859K -$6.17K -37 -0.7%
MAM
360
Martingale Asset Management
Massachusetts
$846K
IAA
361
Independent Advisor Alliance
North Carolina
$838K +$577K +3,460 +192%
HW
362
Hancock Whitney
Mississippi
$825K +$14.8K +89 +2%
HIMCH
363
Hartford Investment Management Co (HIMCO)
Connecticut
$804K
RWM
364
Ritholtz Wealth Management
New York
$803K +$580K +3,477 +222%
WHCI
365
W.H. Cornerstone Investments
Massachusetts
$795K -$79K -474 -9%
USCWA
366
U.S. Capital Wealth Advisors
Texas
$788K +$825K +4,949 New
CCG
367
Ceeto Capital Group
Florida
$780K -$28.3K -170 -3%
LA
368
LVW Advisors
New York
$774K -$65.7K -394 -8%
GIBU
369
Gulf International Bank (UK)
United Kingdom
$773K
OAM
370
Oppenheimer Asset Management
New York
$752K -$28.5K -171 -3%
DG
371
DMC Group
Alabama
$748K +$88.3K +530 +13%
ICP
372
Impact Capital Partners
Colorado
$745K -$3.5K -21 -0.4%
CFO
373
Callan Family Office
Pennsylvania
$742K +$337K +2,023 +77%
ARC
374
Advisor Resource Council
Texas
$741K +$747K +4,479 New
DILIC
375
Dai-ichi Life Insurance Company
Japan
$739K