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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
EW
726
Elyxium Wealth
California
$7.96K +$8.33K +50 New
ME
727
McIlrath & Eck
Washington
$7.96K +$8.33K +50 New
DI
728
DAGCO Inc
Ohio
$7.48K
HI
729
Harbour Investments
Wisconsin
$7.32K -$333 -2 -4%
FFO
730
Fortitude Family Office
Arizona
$7.32K +$167 +1 +2%
MNA
731
Manning & Napier Advisors
New York
$7.25K +$7.5K +45 New
SL
732
Salomon & Ludwin
Virginia
$7.12K -$6.67K -40 -48%
CT
733
Colonial Trust
South Carolina
$6.94K -$4.67K -28 -39%
SEP
734
Signature Equity Partners
Ohio
$6.5K +$6.83K +41 New
RIL
735
Rothschild Investment LLC
Illinois
$6.21K +$4.17K +25 +179%
SG
736
Sankala Group
Colorado
$6.12K +$6.33K +38 New
WWM
737
Wolff Wiese Magana
California
$6.05K
AFC
738
Ares Financial Consulting
California
$5.73K +$6K +36 New
CT
739
Clearstead Trust
Maine
$5.41K
DAM
740
Delta Asset Management
Tennessee
$5.41K
FWA
741
Flagship Wealth Advisors
Massachusetts
$5.25K
BGAI
742
Bruce G. Allen Investments
Colorado
$5.09K
KFI
743
Key Financial Inc
Pennsylvania
$4.62K
IWM
744
IMG Wealth Management
Florida
$4.3K +$4.5K +27 New
MSWM
745
Mowery & Schoenfeld Wealth Management
Illinois
$4.3K +$4.5K +27 New
S
746
Sachetta
Massachusetts
$4.14K
TM
747
Torren Management
California
$4.14K +$4.33K +26 New
AGWCA
748
Annis Gardner Whiting Capital Advisors
Florida
$3.98K +$3.83K +23 +1,150%
BFS
749
Bare Financial Services
Pennsylvania
$3.82K
BBPWM
750
Blue Bell Private Wealth Management
Pennsylvania
$3.82K