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Allegion

790 hedge funds and large institutions have $13.1B invested in Allegion in 2025 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 283 increasing their positions, 258 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:

0.19% more ownership

Funds ownership: 95.46%95.65% (+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
790
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
HFM
751
Harvest Fund Management
China
$3K
CMP
752
Coston McIsaac & Partners
Maine
$3K
HHMI
753
Howard Hughes Medical Institute
Maryland
$2.87K
HHCP
754
Hilton Head Capital Partners
South Carolina
$2.87K
AWM
755
Activest Wealth Management
Florida
$2.71K
DPW
756
DiNuzzo Private Wealth
Pennsylvania
$2.23K
SC
757
SouthState Corp
Florida
$2.23K
AP
758
Aspect Partners
Virginia
$2.07K
CIAS
759
CBIZ Investment Advisory Services
Ohio
$1.91K
RWM
760
Rialto Wealth Management
New York
$1.91K
AA
761
Ancora Advisors
Ohio
$1.91K
BHWM
762
Bay Harbor Wealth Management
Maryland
$1.91K
AFG
763
Albion Financial Group
Utah
$1.75K
TAM
764
Tucker Asset Management
Colorado
$1.75K
CFD
765
Creative Financial Designs
Indiana
$1.6K
WPA
766
Wealth Preservation Advisors
Tennessee
$1.59K
DWM
767
Dogwood Wealth Management
Kansas
$1.59K
DF
768
Dunhill Financial
United Kingdom
$1.59K
KG
769
Kilter Group
New York
$1.43K
PMAM
770
Picton Mahoney Asset Management
Ontario, Canada
$1.27K
CRI
771
Commonwealth Retirement Investments
Virginia
$1.27K
CWP
772
Clark Wealth Partners
Illinois
$1.11K
HIA
773
HFM Investment Advisors
New Jersey
$1.11K
GSWM
774
Golden State Wealth Management
California
$1.11K
LWANC
775
Laurel Wealth Advisors (North Carolina)
North Carolina
$956