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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
AFG
726
Albion Financial Group
Utah
$1.6K
CFD
727
Creative Financial Designs
Indiana
$1.46K
RCM
728
Raleigh Capital Management
North Carolina
$1.45K
GSEP
729
Golden State Equity Partners
California
$1.45K
CWP
730
Clark Wealth Partners
Illinois
$1.31K
DF
731
Dunhill Financial
United Kingdom
$1.25K
PMAM
732
Picton Mahoney Asset Management
Ontario, Canada
$1.16K
GSWM
733
Golden State Wealth Management
California
$1.02K
HIA
734
HFM Investment Advisors
New Jersey
$1.02K
IWS
735
Intentional Wealth Strategies
Colorado
$1.02K
VNT
736
Vanguard National Trust
Pennsylvania
$1.02K
HFM
737
Harvest Fund Management
China
$1K
WA
738
Whipplewood Advisors
Colorado
$872
ACA
739
Atlas Capital Advisors
Wyoming
$871
SWM
740
SHP Wealth Management
Massachusetts
$871
VWA
741
Valued Wealth Advisors
Utah
$727
UFF
742
USA Financial Formulas
Michigan
$726
HFS
743
Hughes Financial Services
Virginia
$726
SS
744
Sunbelt Securities
Texas
$581
WA
745
WPG Advisers
Maryland
$581
SEP
746
Signature Equity Partners
Ohio
$538
CT
747
Clearstead Trust
Maine
$436
BLC
748
Brown, Lisle/Cummings
Rhode Island
$436
VWM
749
Vermillion Wealth Management
Minnesota
$436
FFA
750
Frazier Financial Advisors
Ohio
$436