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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
RFS
651
Richardson Financial Services
Massachusetts
$59.5K +$7.5K +45 +14%
MPWT
652
MassMutual Private Wealth & Trust
Connecticut
$57K -$11K -66 -16%
GFA
653
Gladwyn Financial Advisors
Virginia
$55.4K +$167 +1 +0.3%
CA
654
Clearstead Advisors
Ohio
$54.8K -$48.8K -293 -46%
ZBNA
655
Zions Bancorporation, National Association
Utah
$54K
KB
656
Kimelman & Baird
New York
$53K
C
657
Covestor
United Kingdom
$53K -$20.3K -122 -27%
PWPS
658
Pinnacle Wealth Planning Services
Ohio
$50K +$52.3K +314 New
JSAM
659
J. Safra Asset Management
New York
$47.3K
TWC
660
TD Waterhouse Canada
Ontario, Canada
$46K
TWD
661
True Wealth Design
Ohio
$44.8K -$167 -1 -0.4%
RFP
662
Root Financial Partners
California
$41.7K +$3.83K +23 +10%
SGK
663
Steigerwald Gordon & Koch
Virginia
$40.9K +$25.2K +151 +142%
OL
664
OneFund LLC
Florida
$40.4K +$2.17K +13 +5%
MWA
665
Medallion Wealth Advisors
Connecticut
$39.8K
FMP
666
Financial Management Professionals
Texas
$38.4K
SIM
667
Sentry Investment Management
Wisconsin
$37K
SIS
668
Sound Income Strategies
Florida
$36.5K -$1.67K -10 -4%
NSIM
669
North Star Investment Management
Illinois
$35.3K +$2.17K +13 +6%
CFO
670
CVA Family Office
Colorado
$35.2K
BA
671
Bard Associates
Illinois
$34.9K +$36.5K +219 New
HFS
672
Hantz Financial Services
Michigan
$34K +$11.3K +68 +46%
MEG
673
Millstone Evans Group
Colorado
$33.6K
HDIM
674
Hanson & Doremus Investment Management
Vermont
$32K
BOTPPF
675
Board of the Pension Protection Fund
United Kingdom
$31.8K -$233K -1,400 -88%