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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
HHCP
751
Hilton Head Capital Partners
South Carolina
$2.87K
AWM
752
Activest Wealth Management
Florida
$2.71K
DPW
753
DiNuzzo Private Wealth
Pennsylvania
$2.23K
SC
754
SouthState Corp
Florida
$2.23K
AP
755
Aspect Partners
Virginia
$2.07K
CIAS
756
CBIZ Investment Advisory Services
Ohio
$1.91K
RWM
757
Rialto Wealth Management
New York
$1.91K
AA
758
Ancora Advisors
Ohio
$1.91K
BHWM
759
Bay Harbor Wealth Management
Maryland
$1.91K
AFG
760
Albion Financial Group
Utah
$1.75K
TAM
761
Tucker Asset Management
Colorado
$1.75K
CFD
762
Creative Financial Designs
Indiana
$1.6K
WPA
763
Wealth Preservation Advisors
Tennessee
$1.59K
DWM
764
Dogwood Wealth Management
Kansas
$1.59K
DF
765
Dunhill Financial
United Kingdom
$1.59K
KG
766
Kilter Group
New York
$1.43K
PMAM
767
Picton Mahoney Asset Management
Ontario, Canada
$1.27K
CRI
768
Commonwealth Retirement Investments
Virginia
$1.27K
HIA
769
HFM Investment Advisors
New Jersey
$1.11K
CWP
770
Clark Wealth Partners
Illinois
$1.11K
GSWM
771
Golden State Wealth Management
California
$1.11K
LWANC
772
Laurel Wealth Advisors (North Carolina)
North Carolina
$956
ACA
773
Atlas Capital Advisors
Wyoming
$955
VWA
774
Valued Wealth Advisors
Utah
$797
UFF
775
USA Financial Formulas
Michigan
$796