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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
MA
601
Montag & Associates
Georgia
$213K
PFS
602
Prospera Financial Services
Texas
$211K
SCM
603
Shelton Capital Management
Colorado
$211K
O
604
Ossiam
France
$208K
PE
605
PCM Encore
Colorado
$208K
AF
606
Allworth Financial
California
$206K
Balyasny Asset Management
607
Balyasny Asset Management
Illinois
$205K
IQI
608
Integrated Quantitative Investments
Washington
$205K
S
609
SignatureFD
Georgia
$204K
FHA
610
Flagship Harbor Advisors
Massachusetts
$201K
BFS
611
Bradley Foster & Sargent
Connecticut
$201K
AC
612
AlphaCore Capital
California
$200K
SFI
613
Siemens Fonds Invest
Germany
$195K
TFA
614
Transamerica Financial Advisors
Florida
$193K
RMC
615
Resources Management Corp
Connecticut
$189K
ACM
616
Aster Capital Management
United Arab Emirates
$188K
DJSG
617
D.J. St. Germain
Massachusetts
$180K
Walleye Trading
618
Walleye Trading
New York
$165K
GC
619
Globeflex Capital
California
$130K
AIP
620
Ameritas Investment Partners
Nebraska
$129K
LI
621
LRI Investments
Florida
$126K
CIA
622
Cape Investment Advisory
Georgia
$126K
Simplex Trading
623
Simplex Trading
Illinois
$126K
CIBC Private Wealth Group
624
CIBC Private Wealth Group
Georgia
$121K
CSPIA
625
Cary Street Partners Investment Advisory
Virginia
$114K