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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
CPG
676
Cornerstone Planning Group
New Jersey
$7.28K -$5.1K -32 -37%
ME
677
McIlrath & Eck
Washington
$7.26K
HI
678
Harbour Investments
Wisconsin
$7.01K +$319 +2 +4%
DI
679
DAGCO Inc
Ohio
$6.83K
CT
680
Colonial Trust
South Carolina
$6.58K +$159 +1 +2%
ATC
681
Adirondack Trust Company
New York
$6.39K -$1.28K -8 -15%
Ninety One (UK)
682
Ninety One (UK)
United Kingdom
$6.25K +$6.86K +43 New
SL
683
Salomon & Ludwin
Virginia
$6.21K
SS
684
SBI Securities
Japan
$5.96K -$2.55K -16 -28%
SG
685
Sankala Group
Colorado
$5.55K
WWM
686
Wolff Wiese Magana
California
$5.52K
AA
687
Ancora Advisors
Ohio
$5.38K +$3.99K +25 +208%
JWM
688
JPL Wealth Management
Colorado
$5.23K +$5.74K +36 New
AFC
689
Ares Financial Consulting
California
$5.19K
CA
690
Clearstead Advisors
Ohio
$5.09K -$49.3K -309 -90%
SGK
691
Steigerwald Gordon & Koch
Virginia
$5.08K -$35.4K -222 -86%
DAM
692
Delta Asset Management
Tennessee
$4.94K
AF
693
Align Financial
Minnesota
$4.79K -$833K -5,221 -99%
FWA
694
Flagship Wealth Advisors
Massachusetts
$4.76K
BGAI
695
Bruce G. Allen Investments
Colorado
$4.65K
TVWM
696
Tower View Wealth Management
Wisconsin
$4.5K +$4.94K +31 New
WETS
697
Wealth Enhancement Trust Services
South Dakota
$4.5K +$4.94K +31 New
SWM
698
Spire Wealth Management
Virginia
$4.36K -$20.3K -127 -81%
UB
699
UMB Bank
Missouri
$4.36K -$9.25K -58 -66%
KFI
700
Key Financial Inc
Pennsylvania
$4.21K