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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
PFBT
676
Parkside Financial Bank & Trust
Missouri
$31K -$4.17K -25 -11%
AUB
677
Atlantic Union Bankshares
Virginia
$26.4K
PB
678
Pinnacle Bancorp
Nebraska
$25.5K +$19.2K +115 +256%
WG
679
Wellington Group
Indiana
$25.3K +$26.5K +159 New
SWM
680
Spire Wealth Management
Virginia
$25K -$12.8K -77 -33%
CH
681
Cromwell Holdings
Wyoming
$24.2K
TCOT
682
Trust Company of Toledo
Ohio
$23.9K -$25K -150 -50%
FHC
683
First Horizon Corporation
Tennessee
$23.1K
EF
684
Entrust Financial
Pennsylvania
$22.9K +$24K +144 New
WIM
685
Westside Investment Management
California
$22.5K
MWPCG
686
Measured Wealth Private Client Group
New Hampshire
$20.7K +$833 +5 +4%
SSG
687
Summit Securities Group
New York
$20.2K -$3.5K -21 -14%
M
688
MOTCO
Texas
$20.1K
PGAM
689
Princeton Global Asset Management
New Jersey
$19.1K
DE
690
DV Equities
Illinois
$19.1K +$20K +120 New
GWSA
691
Global Wealth Strategies & Associates
Colorado
$17.2K
GBT
692
Grove Bank & Trust
Florida
$17.2K
VR
693
Vision Retirement
New Jersey
$16.9K +$17.7K +106 New
OSNBOA
694
Old Second National Bank of Aurora
Illinois
$16.7K
FRA
695
Front Row Advisors
California
$16.1K
PAM
696
Parvin Asset Management
South Dakota
$15.9K
B
697
Bayban
Minnesota
$15.8K +$16.5K +99 New
QC
698
Quent Capital
New York
$15.5K +$667 +4 +4%
NEWAS
699
N.E.W. Advisory Services
Wisconsin
$15.4K
JWA
700
JFS Wealth Advisors
Pennsylvania
$15.3K +$3.33K +20 +26%