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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 %
SC
451
Sapient Capital
Indiana
$297K +$144 +1 +0%
SAM
452
Silvercrest Asset Management
New York
$292K – – –
PSP
453
Principal Street Partners
Tennessee
$291K +$291K +2,022 New
SC
454
Syon Capital
California
$291K +$291K +2,018 New
SWP
455
Stratos Wealth Partners
Ohio
$288K -$679K -4,708 -70%
ZIM
456
Zacks Investment Management
Illinois
$286K -$288 -2 -0.1%
BPA
457
Beacon Pointe Advisors
California
$285K -$4.9K -34 -2%
AWA
458
Aaron Wealth Advisors
Illinois
$283K +$23.3K +162 +9%
MPM
459
MBB Public Markets
Illinois
$283K -$62.8K -436 -18%
PPW
460
Parcion Private Wealth
Washington
$280K – – –
GI
461
GAMMA Investing
California
$279K +$61.8K +429 +28%
MSA
462
MUFG Securities Americas
New York
$275K +$53K +368 +24%
MAS
463
Meeder Advisory Services
Ohio
$272K -$39.9K -277 -13%
AFG
464
Atomi Financial Group
New York
$271K +$26.2K +182 +11%
CSP
465
Cary Street Partners
Virginia
$269K -$47.6K -330 -15%
Bessemer Group
466
Bessemer Group
New Jersey
$265K -$16.9K -117 -6%
AAM
467
Aureus Asset Management
Massachusetts
$263K – – –
AFW
468
Avantra Family Wealth
Pennsylvania
$263K +$263K +1,824 New
PNC
469
Park National Corp
Ohio
$262K – – –
PWM
470
Partnership Wealth Management
Maryland
$260K – – –
MYIA
471
Mount Yale Investment Advisors
Colorado
$258K +$2.88K +20 +1%
William Blair & Company
472
William Blair & Company
Illinois
$257K -$42.5K -295 -14%
RPC
473
Rossmore Private Capital
Connecticut
$257K – – –
IC
474
Inscription Capital
Texas
$257K +$257K +1,782 New
ESB
475
Essex Savings Bank
Connecticut
$254K +$5.77K +40 +2%
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