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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
AFCM
551
Applied Finance Capital Management
Puerto Rico
$263K
SG
552
StoneX Group
New York
$262K
FB
553
Fulton Bank
Pennsylvania
$262K
KPWS
554
Kestra Private Wealth Services
Texas
$261K
JSW
555
Journey Strategic Wealth
New Jersey
$261K
MCM
556
MAI Capital Management
Ohio
$260K
PCP
557
Perbak Capital Partners
United Kingdom
$260K
CL
558
Choreo LLC
Illinois
$258K
DADC
559
D.A. Davidson & Co
Montana
$257K
MWM
560
Modern Wealth Management
Kansas
$254K
CCA
561
Childress Capital Advisors
Texas
$253K
CAM
562
Claret Asset Management
Quebec, Canada
$253K
CAG
563
Csenge Advisory Group
Florida
$253K
CA
564
Crumly & Associates
Illinois
$253K
RBC
565
Romano Brothers & Co
Illinois
$251K
CHAM
566
Clear Harbor Asset Management
Connecticut
$249K
SF
567
Summit Financial
New Jersey
$248K
PWA
568
Pitcairn Wealth Advisors
Pennsylvania
$246K
GIM
569
Groesbeck Investment Management
New Jersey
$244K
FFA
570
Farther Finance Advisors
California
$243K
FRA
571
Frank Rimerman Advisors
California
$243K
MWM
572
Massachusetts Wealth Management
Massachusetts
$242K
AAS
573
Ameritas Advisory Services
Nebraska
$240K
BP
574
Ballentine Partners
Massachusetts
$240K
GM
575
GeoWealth Management
Illinois
$237K