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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
CPG
701
Cornerstone Planning Group
New Jersey
$14.3K +$12K +72 +480%
MAFA
702
MJT & Associates Financial Advisory
Minnesota
$14.2K
UB
703
UMB Bank
Missouri
$14K +$3.33K +20 +29%
CTC
704
Central Trust Company
Missouri
$13.4K
MCM
705
Manchester Capital Management
Vermont
$13.4K +$7.83K +47 +127%
KFAS
706
Keating Financial Advisory Services
Kansas
$13.2K +$13.8K +83 New
HP
707
Havemeyer Place
Connecticut
$13.1K +$13.7K +82 New
FC
708
Financial Consulate
Maryland
$12.9K +$5.5K +33 +69%
RF
709
Rossby Financial
Florida
$12.1K +$6.83K +41 +117%
CAL
710
Capital Advisors Ltd
Ohio
$12K
BW
711
Basepoint Wealth
Iowa
$11.9K +$12.5K +75 New
GWSG
712
GPS Wealth Strategies Group
Colorado
$11.7K
AF
713
Advisornet Financial
Minnesota
$11.6K
HFS
714
Horizon Financial Services
North Carolina
$11.3K +$6K +36 +103%
FS
715
Financially Speaking
Colorado
$10.5K
FP
716
Financial Perspectives
Minnesota
$10.5K
PFSC
717
Peoples Financial Services Corp
Pennsylvania
$10.5K
FMII
718
Farmers & Merchants Investments Inc
Nebraska
$10K
GXJ
719
Global X Japan
Japan
$10K +$2K +12 +24%
PP
720
PFS Partners
New Jersey
$9.91K
TFA
721
Toth Financial Advisory
Virginia
$9.87K
SS
722
SBI Securities
Japan
$9.08K -$3.33K -20 -26%
HIA
723
Harbor Investment Advisory
Maryland
$8.6K +$9K +54 New
ATC
724
Adirondack Trust Company
New York
$8.28K
PWMG
725
Private Wealth Management Group
New Jersey
$8.12K