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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
AAS
826
Ameritas Advisory Services
Nebraska
-$240K -1,507 Closed
SI
827
Stirlingshire Investments
New York
-$231K -1,450 Closed
FFM
828
Forum Financial Management
Illinois
-$227K -1,425 Closed
PFM
829
Patton Fund Management
Texas
-$227K -1,425 Closed
CPA
830
Capital Performance Advisors
California
-$224K -1,407 Closed
LWA
831
Legacy Wealth Advisors
Florida
-$220K -1,383 Closed
WPC
832
Wedmont Private Capital
Pennsylvania
-$216K -1,356 Closed
GS
833
GTS Securities
New York
-$215K -1,349 Closed
CFG
834
Citizens Financial Group
Rhode Island
-$214K -1,346 Closed
HH
835
Hilltop Holdings
Texas
-$213K -1,340 Closed
PW
836
PUREfi Wealth
Massachusetts
-$213K -1,340 Closed
SCM
837
Shelton Capital Management
Colorado
-$211K -1,324 Closed
PFS
838
Prospera Financial Services
Texas
-$211K -1,323 Closed
PE
839
PCM Encore
Colorado
-$208K -1,307 Closed
BFS
840
Bradley Foster & Sargent
Connecticut
-$201K -1,260 Closed
FHA
841
Flagship Harbor Advisors
Massachusetts
-$201K -1,260 Closed
AC
842
AlphaCore Capital
California
-$200K -1,258 Closed
GC
843
Globeflex Capital
California
-$130K -815 Closed
LI
844
LRI Investments
Florida
-$126K -793 Closed
CIA
845
Cape Investment Advisory
Georgia
-$126K -791 Closed
RFS
846
Richardson Financial Services
Massachusetts
-$59.5K -374 Closed
SIM
847
Sentry Investment Management
Wisconsin
-$37K -235 Closed
WG
848
Wellington Group
Indiana
-$25.3K -159 Closed
TCOT
849
Trust Company of Toledo
Ohio
-$23.9K -150 Closed
M
850
MOTCO
Texas
-$20.1K -126 Closed