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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
OAM
326
Oppenheimer Asset Management
New York
$743K +$705K +5,155 New
HA
327
Herold Advisors
New York
$739K -$33.6K -246 -5%
O
328
Ossiam
France
$728K -$7.11K -52 -1%
AAS
329
Avantax Advisory Services
Texas
$725K +$116K +851 +20%
STA
330
Summit Trail Advisors
New York
$723K +$444K +3,247 +184%
CRC
331
Curi RMB Capital
Illinois
$713K +$676K +4,948 New
DILIC
332
Dai-ichi Life Insurance Company
Japan
$710K
VF
333
Virtu Financial
New York
$708K +$672K +4,916 New
CCG
334
Ceeto Capital Group
Florida
$706K
GIBU
335
Gulf International Bank (UK)
United Kingdom
$699K
ICP
336
Impact Capital Partners
Colorado
$698K +$119K +870 +22%
LFG
337
Larson Financial Group
Missouri
$697K +$67.3K +492 +11%
OIA
338
OneDigital Investment Advisors
Kansas
$684K +$120K +880 +23%
KAS
339
Kestra Advisory Services
Texas
$669K +$152K +1,109 +31%
PCP
340
Perbak Capital Partners
United Kingdom
$664K +$630K +4,608 New
TC
341
TownSquare Capital
Utah
$659K -$3.22M -23,581 -84%
Assenagon Asset Management
342
Assenagon Asset Management
Luxembourg
$657K -$33.4K -244 -5%
PAM
343
Panagora Asset Management
Massachusetts
$653K +$336K +2,456 +119%
LSERS
344
Louisiana State Employees Retirement System
Louisiana
$649K -$27.3K -200 -4%
Cambridge Investment Research Advisors
345
Cambridge Investment Research Advisors
Iowa
$648K +$34.2K +250 +6%
NP
346
Nilsine Partners
Colorado
$647K -$20.5K -150 -3%
SAM
347
Securian Asset Management
Minnesota
$643K -$13.7K -100 -2%
BIM
348
Bridges Investment Management
Nebraska
$629K +$597K +4,364 New
BFO
349
Boston Family Office
Massachusetts
$626K
CC
350
Centiva Capital
New York
$625K +$410 +3 +0.1%

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.