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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
WA
501
Waverly Advisors
Alabama
$353K
AWM
502
Axxcess Wealth Management
California
$352K
CFM
503
Catalyst Funds Management
Australia
$350K
VCM
504
Versant Capital Management
Arizona
$347K
VT
505
Vise Technologies
New York
$346K
OWG
506
Oxford Wealth Group
Florida
$343K
PWG
507
Portside Wealth Group
Utah
$337K
SC
508
Syon Capital
California
$331K
WSFS
509
Wilmington Savings Fund Society
Delaware
$330K
TCM
510
TruNorth Capital Management
Michigan
$327K
EA
511
Everpar Advisors
Oklahoma
$324K
SAM
512
Silvercrest Asset Management
New York
$323K
SPC
513
Spirepoint Private Client
Florida
$323K
DM
514
Diversified Management
Wisconsin
$321K
SPIA
515
Steward Partners Investment Advisory
New York
$319K
AO
516
Advisor OS
Illinois
$318K
PPW
517
Parcion Private Wealth
Washington
$315K
SC
518
Savant Capital
Illinois
$314K
XT
519
XTX Topco
Cayman Islands
$311K
LCGC
520
Legacy Capital Group California
California
$299K
GWM
521
Geneos Wealth Management
Colorado
$297K
AC
522
Armistice Capital
New York
$297K
ONB
523
Old National Bancorp
Indiana
$296K
IFU
524
iSAM Funds (UK)
United Kingdom
$294K
FC
525
Farringdon Capital
United Kingdom
$294K