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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
SMA
826
Sage Mountain Advisors
Georgia
-$282K -1,590 Closed
GC
827
Grimes & Company
Massachusetts
-$264K -1,489 Closed
Kovitz Investment Group Partners
828
Kovitz Investment Group Partners
Illinois
-$250K -1,410 Closed
SC
829
Shay Capital
New York
-$248K -1,400 Closed
WI
830
WBI Investments
New Jersey
-$248K -1,400 Closed
VCM
831
Voleon Capital Management
California
-$233K -1,312 Closed
Koshinski Asset Management
832
Koshinski Asset Management
Illinois
-$227K -1,278 Closed
KF
833
Krilogy Financial
Missouri
-$210K -1,265 Closed
CWA
834
Consilium Wealth Advisory
Texas
-$215K -1,215 Closed
TSS
835
Two Sigma Securities
New York
-$214K -1,205 Closed
AWM
836
Apollon Wealth Management
South Carolina
-$205K -1,155 Closed
NG
837
Northstar Group
New York
-$204K -1,148 Closed
MBTD
838
Mechanics Bank - Trust Department
California
-$201K -1,135 Closed
EWA
839
Emergent Wealth Advisors
New York
-$201K -1,134 Closed
FCP
840
Fidelis Capital Partners
Florida
-$201K -1,134 Closed
SFC
841
SYM Financial Corp
Indiana
-$201K -1,134 Closed
VA
842
Vident Advisory
Georgia
-$201K -1,132 Closed
ST
843
Spinnaker Trust
Maine
-$200K -1,130 Closed
ASN
844
Advisory Services Network
Georgia
-$99.8K -562 Closed
MG
845
Mather Group
Illinois
-$93.5K -527 Closed
CI Investments Inc
846
CI Investments Inc
Ontario, Canada
-$79K -448 Closed
OC
847
Oakworth Capital
Alabama
-$62.1K -350 Closed
HBW
848
Hazlett, Burt & Watson
West Virginia
-$48K -270 Closed
LCM
849
Logan Capital Management
Pennsylvania
-$29.4K -166 Closed
WANY
850
Wealthspire Advisors (New York)
New York
-$18.6K -105 Closed