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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
EWP
726
Elevation Wealth Partners
California
$1.74K +$1.91K +12 New
1CP
727
1015 Capital Partners
Pennsylvania
$1.74K
CIAS
728
CBIZ Investment Advisory Services
Ohio
$1.74K
MB
729
MidFirst Bank
Oklahoma
$1.74K +$1.91K +12 New
AFG
730
Albion Financial Group
Utah
$1.6K
CFD
731
Creative Financial Designs
Indiana
$1.46K
RCM
732
Raleigh Capital Management
North Carolina
$1.45K +$1.59K +10 New
GSEP
733
Golden State Equity Partners
California
$1.45K +$1.59K +10 New
CWP
734
Clark Wealth Partners
Illinois
$1.31K +$319 +2 +29%
DF
735
Dunhill Financial
United Kingdom
$1.25K -$319 -2 -20%
PMAM
736
Picton Mahoney Asset Management
Ontario, Canada
$1.16K
GSWM
737
Golden State Wealth Management
California
$1.02K
HIA
738
HFM Investment Advisors
New Jersey
$1.02K
IWS
739
Intentional Wealth Strategies
Colorado
$1.02K +$1.12K +7 New
VNT
740
Vanguard National Trust
Pennsylvania
$1.02K +$1.12K +7 New
HFM
741
Harvest Fund Management
China
$1K -$2.55K -16 -76%
WA
742
Whipplewood Advisors
Colorado
$872 +$957 +6 New
ACA
743
Atlas Capital Advisors
Wyoming
$871
SWM
744
SHP Wealth Management
Massachusetts
$871 +$638 +4 +200%
VWA
745
Valued Wealth Advisors
Utah
$727
UFF
746
USA Financial Formulas
Michigan
$726
HFS
747
Hughes Financial Services
Virginia
$726 +$159 +1 +25%
SS
748
Sunbelt Securities
Texas
$581 -$3.19K -20 -83%
WA
749
WPG Advisers
Maryland
$581
SEP
750
Signature Equity Partners
Ohio
$538 -$5.9K -37 -90%