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Allegion

690 hedge funds and large institutions have $12B invested in Allegion in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 258 increasing their positions, 214 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $14.1M | Put options by funds: $5.85M

21% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 214

10% more capital invested

Capital invested by funds: $10.9B → $12B (+$1.08B)

10% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 94

0% more funds holding

Funds holding: 690690 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.39% less ownership

Funds ownership: 96.98%96.59% (-0.39%)

Holders
690
Holders Change
Holders Change %
0%
% of All Funds
9.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
103
Increased
258
Reduced
214
Closed
94
Calls
$14.1M
Puts
$5.85M
Net Calls
+$8.27M
Net Calls Change
+$2.44M
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
251
New York Life Investment Management
New York
$1.72M -$8.07K -59 -0.5%
Macquarie Group
252
Macquarie Group
Australia
$1.71M -$303K -2,220 -16%
CWM
253
Centric Wealth Management
Illinois
$1.71M -$239K -1,746 -14%
SMDAM
254
Sumitomo Mitsui DS Asset Management
Japan
$1.7M +$376K +2,750 +30%
SCM
255
Sterling Capital Management
North Carolina
$1.68M -$554K -4,050 -26%
GF
256
Gabelli Funds
New York
$1.61M
IEFM
257
IQ EQ Fund Management
Ireland
$1.61M -$121K -883 -7%
YCM
258
Yousif Capital Management
Michigan
$1.58M -$29.8K -218 -2%
NAM
259
Nissay Asset Management
Japan
$1.58M +$19.7K +144 +1%
HI
260
Horizon Investments
North Carolina
$1.57M +$1.32M +9,647 +774%
CWM
261
CIBC World Markets
New York
$1.56M +$48.5K +355 +3%
AMI
262
Amica Mutual Insurance
Rhode Island
$1.56M
DWM
263
Dakota Wealth Management
Florida
$1.54M +$1.46M +10,679 New
FDCDDQ
264
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.51M +$184K +1,349 +15%
PCA
265
Pallas Capital Advisors
Massachusetts
$1.49M -$227K -1,663 -14%
PAS
266
Park Avenue Securities
New York
$1.48M +$853K +6,242 +156%
DWM
267
Diversify Wealth Management
Utah
$1.47M +$51.8K +379 +4%
ZIG
268
Zurich Insurance Group
Switzerland
$1.47M
Bank of Nova Scotia
269
Bank of Nova Scotia
Ontario, Canada
$1.46M -$84.9K -621 -6%
SG Americas Securities
270
SG Americas Securities
New York
$1.44M -$644K -4,711 -32%
Commonwealth Equity Services
271
Commonwealth Equity Services
Massachusetts
$1.44M +$26.5K +194 +2%
MOACM
272
Mutual of America Capital Management
New York
$1.42M -$32.9K -241 -2%
SOADOR
273
State of Alaska Department of Revenue
Alaska
$1.39M -$71.1K -520 -5%
MWM
274
MOKAN Wealth Management
Kansas
$1.38M +$1.31M +9,603 New
MME
275
Meag Munich Ergo
Germany
$1.38M -$1.44M -10,521 -52%

ALLE Hedge Fund Activity: Q2 2025 in Review

690 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Allegion (ALLE) for Q2 2025, worth a combined $12B — up 9.9% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new ALLE positions and 94 closed out — a net gain of 9 holders — while 258 added to existing stakes and 214 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $107M. The largest seller was Squarepoint, cutting an estimated $109M.

  • 690 institutional investors held Allegion (ALLE) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $12B of Allegion stock for Q2 2025, up 9.9% quarter-over-quarter.
  • 103 funds opened new Allegion positions in Q2 2025 and 94 closed out, a net change of +9 holders.
  • The largest Allegion buyer in Q2 2025 was Berkshire Hathaway, an estimated $107M added.
  • The largest Allegion seller in Q2 2025 was Squarepoint, an estimated $109M sold.

Based on aggregated 13F filings for Q2 2025.