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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
Lido Advisors
401
Lido Advisors
California
$400K +$56.3K +412 +17%
BBHC
402
Brown Brothers Harriman & Co
New York
$398K +$18.7K +137 +5%
Wealthfront Advisers
403
Wealthfront Advisers
California
$398K +$20K +146 +6%
WA
404
Wealth Alliance
New York
$397K +$97.3K +712 +35%
QC
405
Quadrature Capital
United Kingdom
$395K -$25K -183 -6%
CFO
406
Callan Family Office
Pennsylvania
$391K +$371K +2,711 New
FFWA
407
FRG Family Wealth Advisors
Washington
$390K
GWMR
408
GC Wealth Management RIA
Massachusetts
$390K +$27.9K +204 +8%
AWS
409
Atria Wealth Solutions
New York
$389K -$30.6K -224 -8%
PA
410
Parallel Advisors
California
$387K -$8.75K -64 -2%
AO
411
Advisor OS
Illinois
$386K +$31.2K +228 +9%
KPWS
412
Kestra Private Wealth Services
Texas
$379K +$359K +2,629 New
SRL
413
Scientech Research LLC
New Jersey
$378K +$359K +2,623 New
BCG
414
Breakwater Capital Group
New Jersey
$377K
DAS
415
Diversify Advisory Services
Utah
$374K +$104K +758 +51%
HPC
416
HM Payson & Co
Maine
$372K +$2.32K +17 +0.7%
AWM
417
AE Wealth Management
Kansas
$372K +$32K +234 +10%
HWM
418
HB Wealth Management
Georgia
$371K +$119K +869 +51%
AWM
419
Axxcess Wealth Management
California
$370K +$26K +190 +8%
Jones Financial Companies
420
Jones Financial Companies
Missouri
$369K +$217K +1,589 +163%
PWG
421
Portside Wealth Group
Utah
$365K -$59.6K -436 -15%
AFCM
422
Applied Finance Capital Management
Puerto Rico
$363K +$15.7K +115 +5%
UAML
423
US Asset Management LLC
Pennsylvania
$363K
BEI
424
Benjamin Edwards Inc
Missouri
$361K +$342K +2,502 New
SAM
425
Storebrand Asset Management
Norway
$360K -$41.1K -301 -11%

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.