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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
JWCA
476
J.W. Cole Advisors
Florida
$353K +$159 +1 +0%
CCM
477
Coldstream Capital Management
Washington
$352K -$13.1K -82 -3%
BCG
478
Breakwater Capital Group
New Jersey
$351K
GWMR
479
GC Wealth Management RIA
Massachusetts
$350K +$7.66K +48 +2%
KFSC
480
Keystone Financial Services (Colorado)
Colorado
$347K +$638 +4 +0.2%
VT
481
Vise Technologies
New York
$346K
MSA
482
MUFG Securities Americas
New York
$346K +$10K +63 +3%
KIA
483
Knollwood Investment Advisory
Maryland
$345K
SCP
484
Sivia Capital Partners
California
$340K -$19.8K -124 -5%
AIM
485
Alhambra Investment Management
Florida
$339K
FFWA
486
FRG Family Wealth Advisors
Washington
$336K -$20.7K -130 -5%
EWA
487
EverSource Wealth Advisors
Alabama
$335K -$2.23K -14 -0.6%
SC
488
Savant Capital
Illinois
$334K +$52K +326 +17%
TWM
489
Thrive Wealth Management
Pennsylvania
$332K -$43.4K -272 -11%
LOAMU
490
Lombard Odier Asset Management (USA)
New York
$331K +$363K +2,277 New
SAM
491
Securian Asset Management
Minnesota
$329K
OIMU
492
Osmosis Investment Management UK
United Kingdom
$328K +$360K +2,255 New
KRS
493
Kentucky Retirement Systems
Kentucky
$326K +$1.18M +7,373 New
GAM
494
Groupama Asset Management
France
$324K -$518K -3,250 -59%
PA
495
Parallel Advisors
California
$322K -$5.58K -35 -2%
CGH
496
Crossmark Global Holdings
Texas
$317K -$8.13K -51 -2%
William Blair & Company
497
William Blair & Company
Illinois
$315K -$22.6K -142 -6%
AAP
498
Arax Advisory Partners
Colorado
$312K +$237K +1,483 +222%
CA
499
Crumly & Associates
Illinois
$310K +$87.7K +550 +35%
NA
500
NewEdge Advisors
Louisiana
$310K -$60.3K -378 -15%