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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
BW
851
Basepoint Wealth
Iowa
-$11.9K -75 Closed
CCA
852
Cygnus Capital Advisors
Georgia
-$8 -52 Closed
EW
853
Elyxium Wealth
California
-$7.96K -50 Closed
IWM
854
IMG Wealth Management
Florida
-$4.3K -27 Closed
MSWM
855
Mowery & Schoenfeld Wealth Management
Illinois
-$4.3K -27 Closed
TM
856
Torren Management
California
-$4.14K -26 Closed
AGWCA
857
Annis Gardner Whiting Capital Advisors
Florida
-$3.98K -25 Closed
HHMI
858
Howard Hughes Medical Institute
Maryland
-$2.87K -18 Closed
AWM
859
Activest Wealth Management
Florida
-$2.71K -17 Closed
SC
860
SouthState Corp
Florida
-$2.23K -14 Closed
DWM
861
Dogwood Wealth Management
Kansas
-$1.59K -10 Closed
WPA
862
Wealth Preservation Advisors
Tennessee
-$1.59K -10 Closed
CRI
863
Commonwealth Retirement Investments
Virginia
-$1.27K -8 Closed
LWANC
864
Laurel Wealth Advisors (North Carolina)
North Carolina
-$956 -6 Closed
SFCL
865
Strengthening Families & Communities LLC
Massachusetts
-$796 -5 Closed
LSA
866
Leonteq Securities AG
Switzerland
-$318 -2 Closed
QA
867
Quattro Advisors
Pennsylvania
-$319 -2 Closed
CIAM
868
Caitong International Asset Management
Hong Kong
-$159 -1 Closed
PWA
869
Physician Wealth Advisors
Utah
-$160 -1 Closed
UFPG
870
United Financial Planning Group
New York
-$159 -1 Closed