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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
ZBNA
651
Zions Bancorporation, National Association
Utah
$54K
KB
652
Kimelman & Baird
New York
$53K
C
653
Covestor
United Kingdom
$53K
PWPS
654
Pinnacle Wealth Planning Services
Ohio
$50K
JSAM
655
J. Safra Asset Management
New York
$47.3K
TWC
656
TD Waterhouse Canada
Ontario, Canada
$46K
TWD
657
True Wealth Design
Ohio
$44.8K
RFP
658
Root Financial Partners
California
$41.7K
SGK
659
Steigerwald Gordon & Koch
Virginia
$40.9K
OL
660
OneFund LLC
Florida
$40.4K
FMP
661
Financial Management Professionals
Texas
$38.4K
SIM
662
Sentry Investment Management
Wisconsin
$37K
SIS
663
Sound Income Strategies
Florida
$36.5K
NSIM
664
North Star Investment Management
Illinois
$35.3K
CFO
665
CVA Family Office
Colorado
$35.2K
BA
666
Bard Associates
Illinois
$34.9K
HFS
667
Hantz Financial Services
Michigan
$34K
MEG
668
Millstone Evans Group
Colorado
$33.6K
HDIM
669
Hanson & Doremus Investment Management
Vermont
$32K
BOTPPF
670
Board of the Pension Protection Fund
United Kingdom
$31.8K
PFBT
671
Parkside Financial Bank & Trust
Missouri
$31K
AUB
672
Atlantic Union Bankshares
Virginia
$26.4K
PB
673
Pinnacle Bancorp
Nebraska
$25.5K
SWM
674
Spire Wealth Management
Virginia
$25K
CH
675
Cromwell Holdings
Wyoming
$24.2K