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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
M1FG
501
Mach-1 Financial Group
Arkansas
$309K -$250K -1,568 -42%
WSFS
502
Wilmington Savings Fund Society
Delaware
$308K +$7.97K +50 +2%
BHC
503
Bull Harbor Capital
Maryland
$306K +$336K +2,104 New
OWG
504
Oxford Wealth Group
Florida
$302K -$11.5K -72 -3%
WA
505
Waverly Advisors
Alabama
$300K -$24.1K -151 -7%
FSA
506
Franklin Street Advisors
North Carolina
$298K +$41.8K +262 +15%
TCM
507
TruNorth Capital Management
Michigan
$298K
OP
508
Oslo Pensjonsforsikring
$297K +$326K +2,046 New
Bessemer Group
509
Bessemer Group
New Jersey
$297K +$88.8K +557 +37%
SAM
510
Silvercrest Asset Management
New York
$295K
IWC
511
Integrated Wealth Concepts
Massachusetts
$293K +$322K +2,018 New
GT
512
Glenmede Trust
Pennsylvania
$291K +$94.3K +591 +42%
IC
513
Inscription Capital
Texas
$288K +$27K +169 +9%
ONB
514
Old National Bancorp
Indiana
$287K +$18.5K +116 +6%
SWP
515
Stratos Wealth Partners
Ohio
$287K -$86.6K -543 -22%
PPW
516
Parcion Private Wealth
Washington
$281K -$7.02K -44 -2%
EWM
517
Empirical Wealth Management
Washington
$275K +$302K +1,893 New
AFCM
518
Applied Finance Capital Management
Puerto Rico
$273K +$36.4K +228 +14%
CIA
519
Concurrent Investment Advisors
Florida
$272K -$155K -970 -34%
ECM
520
Everence Capital Management
Indiana
$269K +$80.1K +502 +37%
TCWA
521
Turtle Creek Wealth Advisors
Texas
$266K +$21.4K +134 +8%
BA
522
Bard Associates
Illinois
$266K +$256K +1,608 +734%
AAM
523
Aureus Asset Management
Massachusetts
$265K
NAM
524
NorthCrest Asset Manangement
Minnesota
$265K -$60K -376 -17%
PNC
525
Park National Corp
Ohio
$264K