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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

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: 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
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
EWP
726
Elevation Wealth Partners
California
$1.74K
1CP
727
1015 Capital Partners
Pennsylvania
$1.74K
CIAS
728
CBIZ Investment Advisory Services
Ohio
$1.74K
MB
729
MidFirst Bank
Oklahoma
$1.74K
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
GSEP
733
Golden State Equity Partners
California
$1.45K
CWP
734
Clark Wealth Partners
Illinois
$1.31K
DF
735
Dunhill Financial
United Kingdom
$1.25K
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
VNT
740
Vanguard National Trust
Pennsylvania
$1.02K
HFM
741
Harvest Fund Management
China
$1K
WA
742
Whipplewood Advisors
Colorado
$872
ACA
743
Atlas Capital Advisors
Wyoming
$871
SWM
744
SHP Wealth Management
Massachusetts
$871
VWA
745
Valued Wealth Advisors
Utah
$727
UFF
746
USA Financial Formulas
Michigan
$726
HFS
747
Hughes Financial Services
Virginia
$726
SS
748
Sunbelt Securities
Texas
$581
WA
749
WPG Advisers
Maryland
$581
SEP
750
Signature Equity Partners
Ohio
$538