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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
PAM
651
Parvin Asset Management
South Dakota
$14.5K
B
652
Bayban
Minnesota
$14.4K
NEWAS
653
N.E.W. Advisory Services
Wisconsin
$14.1K
TFA
654
Transamerica Financial Advisors
Florida
$13.8K -$178K -1,119 -92%
RWM
655
RMG Wealth Management
Wisconsin
$13.8K +$16.6K +104 New
JWA
656
JFS Wealth Advisors
Pennsylvania
$12.3K -$1.75K -11 -11%
FC
657
Financial Consulate
Maryland
$11.8K
CTC
658
Central Trust Company
Missouri
$11.3K -$957 -6 -7%
CAL
659
Capital Advisors Ltd
Ohio
$11K
CMA
660
Cedar Mountain Advisors
Oregon
$10.8K +$11.8K +74 New
TPWA
661
Twin Peaks Wealth Advisors
California
$10.8K +$11.8K +74 New
AF
662
Advisornet Financial
Minnesota
$10.6K
KFAS
663
Keating Financial Advisory Services
Kansas
$9.88K -$2.39K -15 -18%
MCM
664
Manchester Capital Management
Vermont
$9.73K -$2.71K -17 -20%
FS
665
Financially Speaking
Colorado
$9.59K
FP
666
Financial Perspectives
Minnesota
$9.59K
PFSC
667
Peoples Financial Services Corp
Pennsylvania
$9.59K
QC
668
Quent Capital
New York
$9.24K -$5.26K -33 -34%
FMII
669
Farmers & Merchants Investments Inc
Nebraska
$9.15K
GXJ
670
Global X Japan
Japan
$9.15K
PP
671
PFS Partners
New Jersey
$9.08K +$159 +1 +2%
TFA
672
Toth Financial Advisory
Virginia
$9.01K
FFO
673
Fortitude Family Office
Arizona
$8.57K +$2.07K +13 +28%
HIA
674
Harbor Investment Advisory
Maryland
$8.14K +$319 +2 +4%
PWMG
675
Private Wealth Management Group
New Jersey
$7.41K