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Allegion

759 hedge funds and large institutions have $12.2B invested in Allegion in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 266 increasing their positions, 269 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

18% more call options, than puts

Call options by funds: $3.68M | Put options by funds: $3.11M

1.61% more ownership

Funds ownership: 95.69%97.3% (+1.6%)

1% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 269

5% less funds holding

Funds holding: 799759 (-40)

7% less capital invested

Capital invested by funds: $13.1B → $12.2B (-$912M)

23% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 110

Holders
759
Holders Change
-40
Holders Change %
-5.01%
% of All Funds
9.35%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.1%
New
85
Increased
266
Reduced
269
Closed
110
Calls
$3.68M
Puts
$3.11M
Net Calls
+$567K
Net Calls Change
-$818K
Name Holding Trade Value Shares
Change
Change in
Stake
CC
351
Centiva Capital
New York
$810K +$889K +5,576 New
HA
352
Herold Advisors
New York
$803K +$21.4K +134 +2%
MWM
353
Mission Wealth Management
California
$793K -$38.8K -243 -4%
Envestnet Portfolio Solutions
354
Envestnet Portfolio Solutions
Illinois
$778K -$237K -1,483 -22%
BFA
355
Bragg Financial Advisors
North Carolina
$756K -$48K -301 -5%
MSU
356
Mizuho Securities USA
New York
$756K -$170K -1,063 -17%
Northwestern Mutual Wealth Management
357
Northwestern Mutual Wealth Management
Wisconsin
$744K +$160K +1,004 +24%
USCWA
358
U.S. Capital Wealth Advisors
Texas
$728K +$9.89K +62 +1%
DG
359
DMC Group
Alabama
$728K +$49.3K +309 +7%
HIMCH
360
Hartford Investment Management Co (HIMCO)
Connecticut
$725K -$9.41K -59 -1%
CRC
361
Curi RMB Capital
Illinois
$718K -$139K -872 -15%
CCG
362
Ceeto Capital Group
Florida
$712K
PAS
363
Park Avenue Securities
New York
$709K -$1.47M -9,199 -65%
DZ Bank
364
DZ Bank
Germany
$694K +$345K +2,165 +83%
PAG
365
Private Advisor Group
New Jersey
$694K -$255K -1,601 -25%
UOTTAIMCU
366
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$690K -$2.14M -13,437 -74%
VI
367
Vestcor Inc
New Brunswick, Canada
$690K -$294K -1,842 -28%
HW
368
Hancock Whitney
Mississippi
$687K -$30.1K -189 -4%
NP
369
Nilsine Partners
Colorado
$667K -$478 -3 -0.1%
Pacer Advisors
370
Pacer Advisors
Pennsylvania
$665K -$387K -2,427 -35%
LA
371
LVW Advisors
New York
$665K -$45.3K -284 -6%
HFO
372
Heritage Family Offices
Arizona
$656K -$357K -2,241 -33%
LSERS
373
Louisiana State Employees Retirement System
Louisiana
$639K
DC
374
Davenport & Co
Virginia
$639K +$73.2K +459 +12%
ARC
375
Advisor Resource Council
Texas
$638K -$13.6K -85 -2%