We are live on ! Find out more
ALLE icon

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
SS
751
Sunbelt Securities
Texas
$3.82K
BIA
752
Bell Investment Advisors
California
$3.5K +$1.33K +8 +57%
AWM
753
Abound Wealth Management
Tennessee
$3.34K
ADL
754
Asset Dedication LLC
California
$3.34K
MCM
755
MV Capital Management
Maryland
$3.19K
SIC
756
SJS Investment Consulting
Ohio
$3.03K +$1.33K +8 +73%
FNWA
757
Financial Network Wealth Advisors
Utah
$3.02K
CMP
758
Coston McIsaac & Partners
Maine
$3K
HFM
759
Harvest Fund Management
China
$3K
HHMI
760
Howard Hughes Medical Institute
Maryland
$2.87K
HHCP
761
Hilton Head Capital Partners
South Carolina
$2.87K +$3K +18 New
AWM
762
Activest Wealth Management
Florida
$2.71K -$167 -1 -6%
DPW
763
DiNuzzo Private Wealth
Pennsylvania
$2.23K
SC
764
SouthState Corp
Florida
$2.23K +$2.33K +14 New
AP
765
Aspect Partners
Virginia
$2.07K
CIAS
766
CBIZ Investment Advisory Services
Ohio
$1.91K
RWM
767
Rialto Wealth Management
New York
$1.91K +$167 +1 +9%
AA
768
Ancora Advisors
Ohio
$1.91K +$1.67K +10 +500%
1CP
769
1015 Capital Partners
Pennsylvania
$1.91K +$2K +12 New
BHWM
770
Bay Harbor Wealth Management
Maryland
$1.91K +$833 +5 +71%
AFG
771
Albion Financial Group
Utah
$1.75K
TAM
772
Tucker Asset Management
Colorado
$1.75K +$1.83K +11 New
CFD
773
Creative Financial Designs
Indiana
$1.6K
WPA
774
Wealth Preservation Advisors
Tennessee
$1.59K
DWM
775
Dogwood Wealth Management
Kansas
$1.59K +$167 +1 +11%