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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
1WA
476
180 Wealth Advisors
Washington
$391K
GI
477
GAMMA Investing
California
$389K
FFWA
478
FRG Family Wealth Advisors
Washington
$389K
GWM
479
Gibbs Wealth Management
Georgia
$387K
BCG
480
Breakwater Capital Group
New Jersey
$385K
UCFA
481
United Capital Financial Advisors
Texas
$380K
KFSC
482
Keystone Financial Services (Colorado)
Colorado
$380K
KIA
483
Knollwood Investment Advisory
Maryland
$378K
GWMR
484
GC Wealth Management RIA
Massachusetts
$375K
CCFM
485
Clear Creek Financial Management
Washington
$375K
JWCA
486
J.W. Cole Advisors
Florida
$374K
AIM
487
Alhambra Investment Management
Florida
$371K
DAS
488
Diversify Advisory Services
Utah
$371K
EWA
489
EverSource Wealth Advisors
Alabama
$369K
MSA
490
MUFG Securities Americas
New York
$369K
William Blair & Company
491
William Blair & Company
Illinois
$368K
PEAK6
492
PEAK6
Illinois
$366K
Squarepoint
493
Squarepoint
New York
$365K
NAM
494
NorthCrest Asset Manangement
Minnesota
$365K
CPIG
495
Chicago Partners Investment Group
Illinois
$365K
KCP
496
Kera Capital Partners
California
$364K
SAM
497
Securian Asset Management
Minnesota
$360K
WI
498
Wahed Invest
New York
$360K
PA
499
Parallel Advisors
California
$359K
CGH
500
Crossmark Global Holdings
Texas
$355K