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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
RBI
451
Raiffeisen Bank International
Austria
$305K -$25.3K -185 -8%
IFWM
452
Institute for Wealth Management
Colorado
$304K +$41.7K +305 +17%
WA
453
Waverly Advisors
Alabama
$300K +$6.83K +50 +2%
SC
454
Sapient Capital
Indiana
$297K +$137 +1 +0%
SAM
455
Silvercrest Asset Management
New York
$292K
PSP
456
Principal Street Partners
Tennessee
$291K +$276K +2,022 New
SC
457
Syon Capital
California
$291K +$276K +2,018 New
SWP
458
Stratos Wealth Partners
Ohio
$288K -$644K -4,708 -70%
ZIM
459
Zacks Investment Management
Illinois
$286K -$273 -2 -0.1%
BPA
460
Beacon Pointe Advisors
California
$285K -$4.65K -34 -2%
AWA
461
Aaron Wealth Advisors
Illinois
$283K +$22.1K +162 +9%
MPM
462
MBB Public Markets
Illinois
$283K -$59.6K -436 -18%
PPW
463
Parcion Private Wealth
Washington
$280K
GI
464
GAMMA Investing
California
$279K +$58.6K +429 +28%
MSA
465
MUFG Securities Americas
New York
$275K +$50.3K +368 +24%
MAS
466
Meeder Advisory Services
Ohio
$272K -$37.9K -277 -13%
AFG
467
Atomi Financial Group
New York
$271K +$24.9K +182 +11%
CSP
468
Cary Street Partners
Virginia
$269K -$45.1K -330 -15%
Bessemer Group
469
Bessemer Group
New Jersey
$265K -$16K -117 -6%
AAM
470
Aureus Asset Management
Massachusetts
$263K
AFW
471
Avantra Family Wealth
Pennsylvania
$263K +$249K +1,824 New
PNC
472
Park National Corp
Ohio
$262K
PWM
473
Partnership Wealth Management
Maryland
$260K
MYIA
474
Mount Yale Investment Advisors
Colorado
$258K +$2.73K +20 +1%
William Blair & Company
475
William Blair & Company
Illinois
$257K -$40.3K -295 -14%

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.