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Allegion

785 hedge funds and large institutions have $13.1B invested in Allegion in 2025 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 281 increasing their positions, 259 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:

0.12% more ownership

Funds ownership: 95.48%95.6% (+0.12%)

10% less capital invested

Capital invested by funds: $14.5B → $13.1B (-$1.44B)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
785
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
C
651
Covestor
United Kingdom
$53K
PWPS
652
Pinnacle Wealth Planning Services
Ohio
$50K
JSAM
653
J. Safra Asset Management
New York
$47.3K
TWC
654
TD Waterhouse Canada
Ontario, Canada
$46K
TWD
655
True Wealth Design
Ohio
$44.8K
RFP
656
Root Financial Partners
California
$41.7K
SGK
657
Steigerwald Gordon & Koch
Virginia
$40.9K
OL
658
OneFund LLC
Florida
$40.4K
FMP
659
Financial Management Professionals
Texas
$38.4K
SIM
660
Sentry Investment Management
Wisconsin
$37K
SIS
661
Sound Income Strategies
Florida
$36.5K
NSIM
662
North Star Investment Management
Illinois
$35.3K
CFO
663
CVA Family Office
Colorado
$35.2K
BA
664
Bard Associates
Illinois
$34.9K
HFS
665
Hantz Financial Services
Michigan
$34K
MEG
666
Millstone Evans Group
Colorado
$33.6K
HDIM
667
Hanson & Doremus Investment Management
Vermont
$32K
BOTPPF
668
Board of the Pension Protection Fund
United Kingdom
$31.8K
PFBT
669
Parkside Financial Bank & Trust
Missouri
$31K
AUB
670
Atlantic Union Bankshares
Virginia
$26.4K
PB
671
Pinnacle Bancorp
Nebraska
$25.5K
SWM
672
Spire Wealth Management
Virginia
$25K
CH
673
Cromwell Holdings
Wyoming
$24.2K
TCOT
674
Trust Company of Toledo
Ohio
$23.9K
FHC
675
First Horizon Corporation
Tennessee
$23.1K