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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
PWM
526
Partnership Wealth Management
Maryland
$262K
PWG
527
Portside Wealth Group
Utah
$260K -$52.6K -330 -16%
MOS
528
MGO One Seven
Ohio
$259K +$66K +414 +30%
ESB
529
Essex Savings Bank
Connecticut
$257K -$8.61K -54 -3%
SPC
530
Spirepoint Private Client
Florida
$256K -$41.6K -261 -13%
IFWM
531
Institute for Wealth Management
Colorado
$255K -$9.41K -59 -3%
GWM
532
Geneos Wealth Management
Colorado
$248K -$25K -157 -8%
NME
533
Notis-McConarty Edward
$247K
FB
534
Fulton Bank
Pennsylvania
$247K +$8.45K +53 +3%
PWA
535
Pitcairn Wealth Advisors
Pennsylvania
$246K
ETC
536
Exchange Traded Concepts
Oklahoma
$246K +$52K +326 +24%
FBT
537
First Bank & Trust
South Dakota
$243K -$22.3K -140 -8%
EA
538
Everpar Advisors
Oklahoma
$243K -$57.9K -363 -18%
SFM
539
Systematic Financial Management
New Jersey
$242K
VEM
540
Vann Equity Management
Texas
$242K +$265K +1,663 New
O
541
Ossiam
France
$237K +$51.4K +322 +25%
JSW
542
Journey Strategic Wealth
New Jersey
$235K -$3.51K -22 -1%
FPAS
543
Focus Partners Advisor Solutions
Missouri
$234K -$193K -1,212 -43%
CM
544
Capula Management
Cayman Islands
$232K +$255K +1,598 New
CAM
545
Claret Asset Management
Quebec, Canada
$231K +$159 +1 +0.1%
RBC
546
Romano Brothers & Co
Illinois
$229K
CHAM
547
Clear Harbor Asset Management
Connecticut
$227K
DADC
548
D.A. Davidson & Co
Montana
$226K -$8.61K -54 -3%
BIG
549
Brooklyn Investment Group
New York
$226K +$248K +1,557 New
DCM
550
Dorato Capital Management
Colorado
$226K +$35.1K +220 +16%