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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
AIM
451
Advyzon Investment Management
Illinois
$446K
LWCFA
452
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$441K
GRP
453
Global Retirement Partners
California
$440K
AA
454
Advisory Alpha
Michigan
$436K
MGP
455
Metis Global Partners
California
$436K
JIC
456
Johnson Investment Counsel
Ohio
$433K
Fifth Third Bancorp
457
Fifth Third Bancorp
Ohio
$432K
SWP
458
Sagespring Wealth Partners
Tennessee
$429K
MM
459
MQS Management
New York
$428K
AWM
460
Avior Wealth Management
Nebraska
$427K
HPC
461
HM Payson & Co
Maine
$425K
HAG
462
HighPoint Advisor Group
Illinois
$421K
AWM
463
AE Wealth Management
Kansas
$419K
DZ Bank
464
DZ Bank
Germany
$416K
TWM
465
Thrive Wealth Management
Pennsylvania
$407K
RC
466
Rovin Capital
Arizona
$407K
WA
467
Wealth Alliance
New York
$403K
AFG
468
Atomi Financial Group
New York
$400K
SWP
469
Stratos Wealth Partners
Ohio
$400K
NA
470
NewEdge Advisors
Louisiana
$400K
CCM
471
Coldstream Capital Management
Washington
$399K
TFA
472
Tranquilli Financial Advisor
New Jersey
$399K
UAML
473
US Asset Management LLC
Pennsylvania
$398K
RS
474
R Squared
Hong Kong
$395K
EF
475
Empowered Funds
Pennsylvania
$392K