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