ALLE icon

Allegion
ALLE

Overview Fund Activity

684 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, 256 increasing their positions, 212 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+3
Holders Change %
+0.44%
% of All Funds
9.17%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
103
Increased
256
Reduced
212
Closed
88
Calls
$14.1M
Puts
$5.85M
Net Calls
+$8.27M
Net Calls Change
+$2.44M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$112M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$80.8M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$85.5M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$370M
5
CB
Cooke & Bieler
Pennsylvania
$78.5M

Top Sellers

1
Squarepoint
Squarepoint
New York
$333K
2
VanEck Associates
VanEck Associates
New York
$421M
3
Russell Investments Group
Russell Investments Group
United Kingdom
$16.3M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$646M
5
BlackRock
BlackRock
New York
$1.23B
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealthfront Advisers
401
Wealthfront Advisers
California
$398K +$21K +146 +6%
WA
402
Wealth Alliance
New York
$397K +$103K +712 +35%
QC
403
Quadrature Capital
United Kingdom
$395K -$26.4K -183 -6%
CFO
404
Callan Family Office
Pennsylvania
$391K +$391K +2,711 New
FFWA
405
FRG Family Wealth Advisors
Washington
$390K – – –
GWMR
406
GC Wealth Management RIA
Massachusetts
$390K +$29.4K +204 +8%
AWS
407
Atria Wealth Solutions
New York
$389K -$32.3K -224 -8%
PA
408
Parallel Advisors
California
$387K -$9.22K -64 -2%
AO
409
Advisor OS
Illinois
$386K +$32.9K +228 +9%
KPWS
410
Kestra Private Wealth Services
Texas
$379K +$379K +2,629 New
SRL
411
Scientech Research LLC
New Jersey
$378K +$378K +2,623 New
BCG
412
Breakwater Capital Group
New Jersey
$377K – – –
DAS
413
Diversify Advisory Services
Utah
$374K +$126K +758 +51%
AWM
414
AE Wealth Management
Kansas
$372K +$33.7K +234 +10%
HWM
415
HB Wealth Management
Georgia
$371K +$125K +869 +51%
AWM
416
Axxcess Wealth Management
California
$370K +$27.4K +190 +8%
Jones Financial Companies
417
Jones Financial Companies
Missouri
$369K +$229K +1,589 +163%
PWG
418
Portside Wealth Group
Utah
$365K -$62.8K -436 -15%
AFCM
419
Applied Finance Capital Management
Puerto Rico
$363K +$16.6K +115 +5%
UAML
420
US Asset Management LLC
Pennsylvania
$363K – – –
BEI
421
Benjamin Edwards Inc
Missouri
$361K +$361K +2,502 New
IGAM
422
iA Global Asset Management
Quebec, Canada
$356K -$1.08M -7,515 -75%
WIA
423
World Investment Advisors
California
$356K +$356K +2,469 New
TWM
424
Thrive Wealth Management
Pennsylvania
$354K +$86.5K +600 +32%
WSFS
425
Wilmington Savings Fund Society
Delaware
$350K +$33.9K +235 +11%
15 16
17
18 19