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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
SFC
826
SYM Financial Corp
Indiana
FCP
827
Fidelis Capital Partners
Florida
VA
828
Vident Advisory
Georgia
ST
829
Spinnaker Trust
Maine
ASN
830
Advisory Services Network
Georgia
MG
831
Mather Group
Illinois
CI Investments Inc
832
CI Investments Inc
Ontario, Canada
OC
833
Oakworth Capital
Alabama
HBW
834
Hazlett, Burt & Watson
West Virginia
LCM
835
Logan Capital Management
Pennsylvania
WANY
836
Wealthspire Advisors (New York)
New York
PSFG
837
Park Square Financial Group
Georgia
GGI
838
Godsey & Gibb Inc
Virginia
GFWA
839
Grey Fox Wealth Advisors
Delaware
MSWA
840
Marshall & Sterling Wealth Advisors
New York
JWM
841
JPL Wealth Management
Colorado
SIC
842
Salem Investment Counselors
North Carolina
NC
843
North Capital
Utah
PAM
844
Palisade Asset Management
Minnesota
CCM
845
Cloud Capital Management
Washington
TIM
846
Tortoise Investment Management
New York
HHGA
847
Halbert Hargrove Global Advisors
California
CA
848
Crewe Advisors
Utah
MAM
849
Marquette Asset Management
Minnesota
BHWM
850
Beaird Harris Wealth Management
Texas