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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
SAM
501
Securian Asset Management
Minnesota
$360K -$293K -1,759 -44%
WI
502
Wahed Invest
New York
$360K -$15.5K -93 -4%
PA
503
Parallel Advisors
California
$359K -$72.8K -437 -16%
CGH
504
Crossmark Global Holdings
Texas
$355K +$16K +96 +4%
WA
505
Waverly Advisors
Alabama
$353K +$33.3K +200 +10%
AWM
506
Axxcess Wealth Management
California
$352K -$50.8K -305 -12%
CFM
507
Catalyst Funds Management
Australia
$350K -$367K -2,200 -50%
VCM
508
Versant Capital Management
Arizona
$347K -$1K -6 -0.3%
VT
509
Vise Technologies
New York
$346K +$90K +540 +33%
OWG
510
Oxford Wealth Group
Florida
$343K +$359K +2,154 New
PWG
511
Portside Wealth Group
Utah
$337K -$61.8K -371 -15%
SC
512
Syon Capital
California
$331K -$833 -5 -0.2%
WSFS
513
Wilmington Savings Fund Society
Delaware
$330K
TCM
514
TruNorth Capital Management
Michigan
$327K +$292K +1,751 +584%
EA
515
Everpar Advisors
Oklahoma
$324K -$164K -984 -33%
SAM
516
Silvercrest Asset Management
New York
$323K
SPC
517
Spirepoint Private Client
Florida
$323K +$86.3K +518 +34%
DM
518
Diversified Management
Wisconsin
$321K +$336K +2,015 New
SPIA
519
Steward Partners Investment Advisory
New York
$319K +$63.7K +382 +24%
AO
520
Advisor OS
Illinois
$318K -$20.2K -121 -6%
PPW
521
Parcion Private Wealth
Washington
$315K -$500 -3 -0.2%
SC
522
Savant Capital
Illinois
$314K +$48K +288 +17%
XT
523
XTX Topco
Cayman Islands
$311K +$114K +682 +54%
LCGC
524
Legacy Capital Group California
California
$299K +$14K +84 +5%
GWM
525
Geneos Wealth Management
Colorado
$297K +$302K +1,809 +3,174%