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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
LFG
601
Larson Financial Group
Missouri
$72.6K -$576K -3,609 -88%
AIM
602
Anchor Investment Management
South Carolina
$70.9K
RFA
603
Reyes Financial Architecture
California
$69.4K -$5.1K -32 -6%
PCM
604
Penserra Capital Management
California
$69K +$2.39K +15 +3%
BONH
605
Bank of New Hampshire
New Hampshire
$65.1K
ZBNA
606
Zions Bancorporation, National Association
Utah
$63.9K +$16.1K +101 +30%
BWA
607
Basecamp Wealth Advisors
Washington
$59K
PWPS
608
Pinnacle Wealth Planning Services
Ohio
$56.5K +$12K +75 +24%
SOAM
609
SBI Okasan Asset Management
Japan
$54.4K -$15.3K -96 -20%
OC
610
Oakworth Capital
Alabama
$50.9K +$55.8K +350 New
GFA
611
Gladwyn Financial Advisors
Virginia
$50.6K
KB
612
Kimelman & Baird
New York
$48.4K
LHEI
613
Leo H. Evart Inc
California
$46.9K +$51.5K +323 New
JSAM
614
J. Safra Asset Management
New York
$43.2K
QL
615
Quarry LP
New York
$43K -$34.9K -219 -43%
MPWT
616
MassMutual Private Wealth & Trust
Connecticut
$43K -$9.89K -62 -17%
PTC
617
Private Trust Company
Ohio
$42.7K -$15.5K -97 -25%
RFP
618
Root Financial Partners
California
$42.3K +$4.63K +29 +11%
TWD
619
True Wealth Design
Ohio
$41.7K +$957 +6 +2%
TWC
620
TD Waterhouse Canada
Ontario, Canada
$41.7K
CFO
621
CVA Family Office
Colorado
$40.8K +$9.57K +60 +27%
HPBT
622
Hickory Point Bank & Trust
Illinois
$39.7K +$43.5K +273 New
MWA
623
Medallion Wealth Advisors
Connecticut
$36.3K
FMP
624
Financial Management Professionals
Texas
$35K
OL
625
OneFund LLC
Florida
$34.3K -$2.55K -16 -6%