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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
SPA
376
Sherbrooke Park Advisers
New York
$509K +$483K +3,533 New
AWM
377
Avior Wealth Management
Nebraska
$504K +$464K +3,393 +3,231%
SFA
378
Sequoia Financial Advisors
Ohio
$502K +$221K +1,615 +87%
GI
379
GAMCO Investors
Connecticut
$497K +$198K +1,448 +72%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
380
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$495K -$3.02M -22,105 -87%
FPAS
381
Focus Partners Advisor Solutions
Missouri
$482K +$129K +946 +39%
CIM
382
Contravisory Investment Management
Massachusetts
$479K +$455K +3,326 New
MDA
383
Minot DeBlois Advisors
Massachusetts
$477K -$5.74K -42 -1%
TMAM
384
Tokio Marine Asset Management
Japan
$476K +$56.6K +414 +14%
RFC
385
Regions Financial Corp
Alabama
$474K +$39.5K +289 +10%
ANTB
386
AMG National Trust Bank
Colorado
$471K
GWM
387
Gibbs Wealth Management
Georgia
$467K -$77.4K -566 -15%
VSQM
388
V-Square Quantitative Management
Illinois
$459K +$39.5K +289 +10%
VWM
389
Venturi Wealth Management
Texas
$457K -$92.3K -675 -18%
CL
390
Choreo LLC
Illinois
$449K +$190K +1,388 +80%
MGP
391
Metis Global Partners
California
$447K -$490K -3,584 -54%
GIA
392
Guyasuta Investment Advisors
Pennsylvania
$446K
NG
393
Norden Group
Utah
$446K -$4.65K -34 -1%
EA
394
Everpar Advisors
Oklahoma
$434K +$119K +873 +41%
LIP
395
Lighthouse Investment Partners
Florida
$425K +$403K +2,951 New
SWP
396
Sagespring Wealth Partners
Tennessee
$423K +$51.5K +377 +15%
MIM
397
Martin Investment Management
Florida
$421K +$100K +735 +34%
BOTPPF
398
Board of the Pension Protection Fund
United Kingdom
$418K +$396K +2,900 New
TYCC
399
Texas Yale Capital Corp
Florida
$407K
SCM
400
Stevens Capital Management
Pennsylvania
$403K +$382K +2,795 New

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.