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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

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.68M
Puts
$3.11M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
526
Partnership Wealth Management
Maryland
$262K
PWG
527
Portside Wealth Group
Utah
$260K
MOS
528
MGO One Seven
Ohio
$259K
ESB
529
Essex Savings Bank
Connecticut
$257K
SPC
530
Spirepoint Private Client
Florida
$256K
IFWM
531
Institute for Wealth Management
Colorado
$255K
GWM
532
Geneos Wealth Management
Colorado
$248K
NME
533
Notis-McConarty Edward
$247K
FB
534
Fulton Bank
Pennsylvania
$247K
PWA
535
Pitcairn Wealth Advisors
Pennsylvania
$246K
ETC
536
Exchange Traded Concepts
Oklahoma
$246K
FBT
537
First Bank & Trust
South Dakota
$243K
EA
538
Everpar Advisors
Oklahoma
$243K
SFM
539
Systematic Financial Management
New Jersey
$242K
VEM
540
Vann Equity Management
Texas
$242K
O
541
Ossiam
France
$237K
JSW
542
Journey Strategic Wealth
New Jersey
$235K
FPAS
543
Focus Partners Advisor Solutions
Missouri
$234K
CM
544
Capula Management
Cayman Islands
$232K
CAM
545
Claret Asset Management
Quebec, Canada
$231K
RBC
546
Romano Brothers & Co
Illinois
$229K
CHAM
547
Clear Harbor Asset Management
Connecticut
$227K
DADC
548
D.A. Davidson & Co
Montana
$226K
BIG
549
Brooklyn Investment Group
New York
$226K
DCM
550
Dorato Capital Management
Colorado
$226K