ALLE icon

Allegion

755 hedge funds and large institutions have $12.2B invested in Allegion in 2026 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 265 increasing their positions, 267 reducing their positions, and 111 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: 797755 (-42)

7% less capital invested

Capital invested by funds: $13.1B → $12.2B (-$913M)

23% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 111

Holders
755
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
DI
676
DAGCO Inc
Ohio
$6.83K
CT
677
Colonial Trust
South Carolina
$6.58K
ATC
678
Adirondack Trust Company
New York
$6.39K
Ninety One (UK)
679
Ninety One (UK)
United Kingdom
$6.25K
SL
680
Salomon & Ludwin
Virginia
$6.21K
SS
681
SBI Securities
Japan
$5.96K
SG
682
Sankala Group
Colorado
$5.55K
WWM
683
Wolff Wiese Magana
California
$5.52K
AA
684
Ancora Advisors
Ohio
$5.38K
JWM
685
JPL Wealth Management
Colorado
$5.23K
AFC
686
Ares Financial Consulting
California
$5.19K
CA
687
Clearstead Advisors
Ohio
$5.09K
SGK
688
Steigerwald Gordon & Koch
Virginia
$5.08K
DAM
689
Delta Asset Management
Tennessee
$4.94K
AF
690
Align Financial
Minnesota
$4.79K
BGAI
691
Bruce G. Allen Investments
Colorado
$4.65K
TVWM
692
Tower View Wealth Management
Wisconsin
$4.5K
WETS
693
Wealth Enhancement Trust Services
South Dakota
$4.5K
SWM
694
Spire Wealth Management
Virginia
$4.36K
UB
695
UMB Bank
Missouri
$4.36K
KFI
696
Key Financial Inc
Pennsylvania
$4.21K
SIC
697
Salem Investment Counselors
North Carolina
$4.07K
OCWP
698
Owl Creek Wealth Partners
Colorado
$4.07K
S
699
Sachetta
Massachusetts
$3.78K
SIM
700
Synergy Investment Management
Florida
$3.78K