ALLE icon

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
LWCFA
451
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$441K
GRP
452
Global Retirement Partners
California
$440K
AA
453
Advisory Alpha
Michigan
$436K
MGP
454
Metis Global Partners
California
$436K
JIC
455
Johnson Investment Counsel
Ohio
$433K
Fifth Third Bancorp
456
Fifth Third Bancorp
Ohio
$432K
SWP
457
Sagespring Wealth Partners
Tennessee
$429K
MM
458
MQS Management
New York
$428K
AWM
459
Avior Wealth Management
Nebraska
$427K
HPC
460
HM Payson & Co
Maine
$425K
HAG
461
HighPoint Advisor Group
Illinois
$421K
AWM
462
AE Wealth Management
Kansas
$419K
DZ Bank
463
DZ Bank
Germany
$416K
TWM
464
Thrive Wealth Management
Pennsylvania
$407K
RC
465
Rovin Capital
Arizona
$407K
WA
466
Wealth Alliance
New York
$403K
AFG
467
Atomi Financial Group
New York
$400K
SWP
468
Stratos Wealth Partners
Ohio
$400K
NA
469
NewEdge Advisors
Louisiana
$400K
CCM
470
Coldstream Capital Management
Washington
$399K
TFA
471
Tranquilli Financial Advisor
New Jersey
$399K
UAML
472
US Asset Management LLC
Pennsylvania
$398K
RS
473
R Squared
Hong Kong
$395K
EF
474
Empowered Funds
Pennsylvania
$392K
SCP
475
Sivia Capital Partners
California
$392K