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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
SFM
551
Systematic Financial Management
New Jersey
$265K
Nomura Holdings
552
Nomura Holdings
Japan
$265K -$97.5K -585 -26%
AFCM
553
Applied Finance Capital Management
Puerto Rico
$263K -$82.8K -497 -23%
SG
554
StoneX Group
New York
$262K +$275K +1,647 New
FB
555
Fulton Bank
Pennsylvania
$262K +$19.2K +115 +8%
KPWS
556
Kestra Private Wealth Services
Texas
$261K -$5K -30 -2%
JSW
557
Journey Strategic Wealth
New Jersey
$261K +$6.33K +38 +2%
MCM
558
MAI Capital Management
Ohio
$260K +$15.3K +92 +6%
PCP
559
Perbak Capital Partners
United Kingdom
$260K +$272K +1,632 New
CL
560
Choreo LLC
Illinois
$258K -$139K -831 -34%
DADC
561
D.A. Davidson & Co
Montana
$257K +$10.5K +63 +4%
MWM
562
Modern Wealth Management
Kansas
$254K +$266K +1,594 New
CCA
563
Childress Capital Advisors
Texas
$253K +$14.8K +89 +6%
CAM
564
Claret Asset Management
Quebec, Canada
$253K -$667 -4 -0.3%
CAG
565
Csenge Advisory Group
Florida
$253K -$20.8K -125 -7%
CA
566
Crumly & Associates
Illinois
$253K +$264K +1,586 New
RBC
567
Romano Brothers & Co
Illinois
$251K
CHAM
568
Clear Harbor Asset Management
Connecticut
$249K
SF
569
Summit Financial
New Jersey
$248K +$259K +1,556 New
PWA
570
Pitcairn Wealth Advisors
Pennsylvania
$246K +$258K +1,547 New
GIM
571
Groesbeck Investment Management
New Jersey
$244K +$1.33K +8 +0.5%
FFA
572
Farther Finance Advisors
California
$243K +$97.2K +583 +62%
FRA
573
Frank Rimerman Advisors
California
$243K
MWM
574
Massachusetts Wealth Management
Massachusetts
$242K
AAS
575
Ameritas Advisory Services
Nebraska
$240K +$150K +902 +149%