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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
BP
576
Ballentine Partners
Massachusetts
$240K -$35.8K -215 -12%
GM
577
GeoWealth Management
Illinois
$237K -$833 -5 -0.3%
Bessemer Group
578
Bessemer Group
New Jersey
$237K -$121K -728 -33%
DI
579
Diligent Investors
California
$233K
OL
580
Optas LLC
Texas
$232K +$4.5K +27 +2%
MC
581
Moors & Cabot
Massachusetts
$231K +$4.33K +26 +2%
SI
582
Stirlingshire Investments
New York
$231K +$242K +1,450 New
PFM
583
Patton Fund Management
Texas
$227K -$31.3K -188 -12%
FFM
584
Forum Financial Management
Illinois
$227K
BPA
585
Beacon Pointe Advisors
California
$227K +$43K +258 +22%
GT
586
Glenmede Trust
Pennsylvania
$225K +$236K +1,415 New
FT
587
Fiduciary Trust
Massachusetts
$225K
CPA
588
Capital Performance Advisors
California
$224K +$1.67K +10 +0.7%
GAM
589
Griffin Asset Management
New York
$223K
MGIA
590
Moneta Group Investment Advisors
Missouri
$221K +$6.67K +40 +3%
LWA
591
Legacy Wealth Advisors
Florida
$220K +$231K +1,383 New
CI
592
CX Institutional
Indiana
$220K +$17.2K +103 +8%
MOS
593
MGO One Seven
Ohio
$218K +$228K +1,367 New
DCM
594
Dorato Capital Management
Colorado
$217K +$224K +1,345 New
ETC
595
Exchange Traded Concepts
Oklahoma
$217K -$45.5K -273 -17%
CSP
596
Cary Street Partners
Virginia
$216K -$4.5K -27 -2%
WPC
597
Wedmont Private Capital
Pennsylvania
$216K -$7.5K -45 -3%
ECM
598
Everence Capital Management
Indiana
$215K
GS
599
GTS Securities
New York
$215K +$225K +1,349 New
CFG
600
Citizens Financial Group
Rhode Island
$214K -$36K -216 -14%