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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
FT
551
Fiduciary Trust
Massachusetts
$224K +$20.7K +130 +9%
AIM
552
Advyzon Investment Management
Illinois
$222K -$203K -1,275 -45%
GIM
553
Groesbeck Investment Management
New Jersey
$222K
FRA
554
Frank Rimerman Advisors
California
$222K -$478 -3 -0.2%
MWM
555
Massachusetts Wealth Management
Massachusetts
$221K
GM
556
GeoWealth Management
Illinois
$219K +$3.03K +19 +1%
OL
557
Optas LLC
Texas
$219K +$8.45K +53 +4%
C
558
Certuity
Florida
$217K +$239K +1,496 New
MCM
559
MAI Capital Management
Ohio
$216K -$23.3K -146 -9%
CI
560
CX Institutional
Indiana
$213K +$13.9K +87 +6%
DI
561
Diligent Investors
California
$213K
MC
562
Moors & Cabot
Massachusetts
$212K +$797 +5 +0.3%
FIA
563
Foundations Investment Advisors
Arizona
$210K +$230K +1,444 New
LCGC
564
Legacy Capital Group California
California
$210K -$69.5K -436 -23%
CCA
565
Childress Capital Advisors
Texas
$205K -$29K -182 -11%
SI
566
Stephens Inc
Arkansas
$204K -$51.2K -321 -19%
GAM
567
Griffin Asset Management
New York
$203K
DT
568
DV Trading
Illinois
$203K +$223K +1,400 New
MGIA
569
Moneta Group Investment Advisors
Missouri
$203K +$2.07K +13 +0.9%
SW
570
Simplicity Wealth
New Jersey
$202K +$222K +1,393 New
BP
571
Ballentine Partners
Massachusetts
$201K -$19.5K -122 -8%
IF
572
IRON Financial
Illinois
$200K +$220K +1,377 New
Simplex Trading
573
Simplex Trading
Illinois
$200K +$93.6K +587 +74%
CSP
574
Cary Street Partners
Virginia
$199K +$1.44K +9 +0.7%
MA
575
Montag & Associates
Georgia
$194K