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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
RWA
301
River Wealth Advisors
Pennsylvania
$992K -$22.4K -164 -2%
TRSOTSOK
302
Teachers Retirement System of the State of Kentucky
Kentucky
$983K +$16.8K +123 +2%
MAM
303
Martingale Asset Management
Massachusetts
$957K -$684 -5 -0.1%
SOW
304
State of Wyoming
Wyoming
$946K +$695K +5,084 +344%
Public Sector Pension Investment Board (PSP Investments)
305
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$937K -$733K -5,359 -45%
VPIM
306
Vanguard Personalized Indexing Management
California
$916K +$207K +1,512 +31%
Two Sigma Advisers
307
Two Sigma Advisers
New York
$894K -$31.6M -231,200 -97%
IA
308
IFG Advisory
Georgia
$894K +$848K +6,200 New
NRD
309
Nebula Research & Development
New York
$886K +$840K +6,147 New
NAAA
310
New Age Alpha Advisors
New York
$885K -$24.1K -176 -3%
MWM
311
Mission Wealth Management
California
$883K +$11.6K +85 +1%
AF
312
Avanza Fonder
Sweden
$876K
LA
313
LVW Advisors
New York
$869K +$126K +921 +18%
VNA
314
Valley National Advisers
Pennsylvania
$864K -$47.3K -346 -5%
Janus Henderson Group
315
Janus Henderson Group
United Kingdom
$861K -$811K -5,931 -50%
MSU
316
Mizuho Securities USA
New York
$856K -$139K -1,018 -15%
TAM
317
Tocqueville Asset Management
New York
$856K +$68.4K +500 +9%
SMF
318
Scott Marsh Financial
Utah
$854K +$810K +5,924 New
HFO
319
Heritage Family Offices
Arizona
$824K
BFA
320
Bragg Financial Advisors
North Carolina
$811K -$6.7K -49 -0.9%
GC
321
Guggenheim Capital
Illinois
$808K -$252K -1,846 -25%
DC
322
Davenport & Co
Virginia
$793K +$78.2K +572 +12%
CBUSF
323
Construction & Building Unions Superannuation Fund
Australia
$764K +$725K +5,300 New
QP
324
Quartz Partners
New York
$751K +$247K +1,807 +53%
HIMCH
325
Hartford Investment Management Co (HIMCO)
Connecticut
$746K -$18K -132 -2%

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.