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Allegion

790 hedge funds and large institutions have $13.1B invested in Allegion in 2025 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 283 increasing their positions, 258 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:

0.19% more ownership

Funds ownership: 95.46%95.65% (+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
790
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
TSS
826
Two Sigma Securities
New York
AWM
827
Apollon Wealth Management
South Carolina
NG
828
Northstar Group
New York
MBTD
829
Mechanics Bank - Trust Department
California
EWA
830
Emergent Wealth Advisors
New York
SFC
831
SYM Financial Corp
Indiana
FCP
832
Fidelis Capital Partners
Florida
VA
833
Vident Advisory
Georgia
ST
834
Spinnaker Trust
Maine
ASN
835
Advisory Services Network
Georgia
MG
836
Mather Group
Illinois
CI Investments Inc
837
CI Investments Inc
Ontario, Canada
OC
838
Oakworth Capital
Alabama
HBW
839
Hazlett, Burt & Watson
West Virginia
LCM
840
Logan Capital Management
Pennsylvania
WANY
841
Wealthspire Advisors (New York)
New York
PSFG
842
Park Square Financial Group
Georgia
GGI
843
Godsey & Gibb Inc
Virginia
GFWA
844
Grey Fox Wealth Advisors
Delaware
MSWA
845
Marshall & Sterling Wealth Advisors
New York
JWM
846
JPL Wealth Management
Colorado
SIC
847
Salem Investment Counselors
North Carolina
NC
848
North Capital
Utah
PAM
849
Palisade Asset Management
Minnesota
CCM
850
Cloud Capital Management
Washington