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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
FPAS
451
Focus Partners Advisor Solutions
Missouri
$450K -$29K -174 -6%
TYCC
452
Texas Yale Capital Corp
Florida
$449K
AIM
453
Advyzon Investment Management
Illinois
$446K +$31.7K +190 +7%
LWCFA
454
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$441K
GRP
455
Global Retirement Partners
California
$440K +$270K +1,617 +141%
AA
456
Advisory Alpha
Michigan
$436K +$85.5K +513 +23%
MGP
457
Metis Global Partners
California
$436K -$27K -162 -6%
JIC
458
Johnson Investment Counsel
Ohio
$433K +$17.7K +106 +4%
Fifth Third Bancorp
459
Fifth Third Bancorp
Ohio
$432K +$39K +234 +9%
SWP
460
Sagespring Wealth Partners
Tennessee
$429K -$7.17K -43 -2%
MM
461
MQS Management
New York
$428K +$448K +2,689 New
AWM
462
Avior Wealth Management
Nebraska
$427K -$137K -820 -23%
HPC
463
HM Payson & Co
Maine
$425K +$4.67K +28 +1%
HAG
464
HighPoint Advisor Group
Illinois
$421K -$667 -4 -0.2%
AWM
465
AE Wealth Management
Kansas
$419K -$17.5K -105 -4%
DZ Bank
466
DZ Bank
Germany
$416K +$349K +2,095 +403%
TWM
467
Thrive Wealth Management
Pennsylvania
$407K +$8.5K +51 +2%
RC
468
Rovin Capital
Arizona
$407K -$275K -1,651 -39%
WA
469
Wealth Alliance
New York
$403K +$260K +1,558 +160%
AFG
470
Atomi Financial Group
New York
$400K +$43.2K +259 +11%
SWP
471
Stratos Wealth Partners
Ohio
$400K +$64.8K +389 +18%
NA
472
NewEdge Advisors
Louisiana
$400K +$71.7K +430 +21%
CCM
473
Coldstream Capital Management
Washington
$399K +$44.3K +266 +12%
TFA
474
Tranquilli Financial Advisor
New Jersey
$399K +$18.7K +112 +5%
UAML
475
US Asset Management LLC
Pennsylvania
$398K -$2.83K -17 -0.7%