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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
Simplex Trading
626
Simplex Trading
Illinois
$126K +$33.5K +201 +34%
CIBC Private Wealth Group
627
CIBC Private Wealth Group
Georgia
$121K -$84.7K -508 -40%
CSPIA
628
Cary Street Partners Investment Advisory
Virginia
$114K +$1K +6 +0.8%
WBC
629
Westpac Banking Corp
Australia
$107K +$113K +675 New
AAP
630
Arax Advisory Partners
Colorado
$106K -$1.94M -11,650 -95%
AAM
631
Advisors Asset Management
Colorado
$104K +$56K +336 +105%
EB
632
Eastern Bank
Massachusetts
$100K -$9K -54 -8%
SAM
633
Smartleaf Asset Management
Massachusetts
$97.6K +$1.83K +11 +2%
NS
634
NBC Securities
Alabama
$94.9K +$99.3K +596 New
PWA
635
Principia Wealth Advisory
Texas
$91.4K +$95.2K +571 +19,033%
QCG
636
Quadrant Capital Group
Ohio
$90.1K
NECFA
637
New England Capital Financial Advisors
Connecticut
$83.1K +$167 +1 +0.2%
QL
638
Quarry LP
New York
$82K +$25.8K +155 +43%
RFA
639
Reyes Financial Architecture
California
$81.2K +$85K +510 New
BTD
640
BankPlus Trust Department
Mississippi
$79.6K
AIM
641
Anchor Investment Management
South Carolina
$77.7K
SOAM
642
SBI Okasan Asset Management
Japan
$77K +$79.5K +477 New
HNB
643
Huntington National Bank
Ohio
$76.6K -$6.5K -39 -8%
PCM
644
Penserra Capital Management
California
$74K -$1K -6 -1%
SAG
645
SageView Advisory Group
California
$71.7K +$75K +450 New
BONH
646
Bank of New Hampshire
New Hampshire
$71.3K
RA
647
Ransom Advisory
Rhode Island
$64.8K +$67.8K +407 New
BWA
648
Basecamp Wealth Advisors
Washington
$64.6K +$67.7K +406 New
PTC
649
Private Trust Company
Ohio
$62.3K +$4.33K +26 +7%
BTI
650
Blue Trust Inc
Georgia
$59.9K -$74.3K -446 -54%