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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
DF
776
Dunhill Financial
United Kingdom
$1.59K +$500 +3 +43%
KG
777
Kilter Group
New York
$1.43K +$167 +1 +13%
PMAM
778
Picton Mahoney Asset Management
Ontario, Canada
$1.27K -$1.88M -11,294 -100%
CRI
779
Commonwealth Retirement Investments
Virginia
$1.27K +$1.33K +8 New
CWP
780
Clark Wealth Partners
Illinois
$1.11K
HIA
781
HFM Investment Advisors
New Jersey
$1.11K
GSWM
782
Golden State Wealth Management
California
$1.11K +$1.17K +7 New
LWANC
783
Laurel Wealth Advisors (North Carolina)
North Carolina
$956 +$1K +6 New
ACA
784
Atlas Capital Advisors
Wyoming
$955 +$1K +6 New
VWA
785
Valued Wealth Advisors
Utah
$797
UFF
786
USA Financial Formulas
Michigan
$796 -$792K -4,754 -100%
SFCL
787
Strengthening Families & Communities LLC
Massachusetts
$796
HFS
788
Hughes Financial Services
Virginia
$637
WA
789
WPG Advisers
Maryland
$637
SA
790
Seneschal Advisors
Washington
$478
QA
791
Quattro Advisors
Pennsylvania
$319 +$333 +2 New
LSA
792
Leonteq Securities AG
Switzerland
$318 +$333 +2 New
SWM
793
SHP Wealth Management
Massachusetts
$318 +$333 +2 New
PWA
794
Physician Wealth Advisors
Utah
$160 -$333 -2 -67%
CIAM
795
Caitong International Asset Management
Hong Kong
$159 -$33.8K -203 -100%
OP
796
ORG Partners
Indiana
$159 -$167 -1 -50%
BCWM
797
Bartlett & Co Wealth Management
Ohio
$159
UFPG
798
United Financial Planning Group
New York
$159 +$167 +1 New
CCA
799
Cygnus Capital Advisors
Georgia
$8 +$8.67K +52 New
WA
800
Westfuller Advisors
New York
$2 -$4K -24 Closed