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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
RIL
726
Rothschild Investment LLC
Illinois
$6.21K
WWM
727
Wolff Wiese Magana
California
$6.05K
AFC
728
Ares Financial Consulting
California
$5.73K
CT
729
Clearstead Trust
Maine
$5.41K
DAM
730
Delta Asset Management
Tennessee
$5.41K
FWA
731
Flagship Wealth Advisors
Massachusetts
$5.25K
BGAI
732
Bruce G. Allen Investments
Colorado
$5.09K
KFI
733
Key Financial Inc
Pennsylvania
$4.62K
MSWM
734
Mowery & Schoenfeld Wealth Management
Illinois
$4.3K
IWM
735
IMG Wealth Management
Florida
$4.3K
S
736
Sachetta
Massachusetts
$4.14K
TM
737
Torren Management
California
$4.14K
AGWCA
738
Annis Gardner Whiting Capital Advisors
Florida
$3.98K
BBPWM
739
Blue Bell Private Wealth Management
Pennsylvania
$3.82K
BFS
740
Bare Financial Services
Pennsylvania
$3.82K
SS
741
Sunbelt Securities
Texas
$3.82K
BIA
742
Bell Investment Advisors
California
$3.5K
AWM
743
Abound Wealth Management
Tennessee
$3.34K
ADL
744
Asset Dedication LLC
California
$3.34K
MCM
745
MV Capital Management
Maryland
$3.19K
SIC
746
SJS Investment Consulting
Ohio
$3.03K
FNWA
747
Financial Network Wealth Advisors
Utah
$3.02K
HFM
748
Harvest Fund Management
China
$3K
CMP
749
Coston McIsaac & Partners
Maine
$3K
HHMI
750
Howard Hughes Medical Institute
Maryland
$2.87K