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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
RPC
476
Rossmore Private Capital
Connecticut
$257K
IC
477
Inscription Capital
Texas
$257K +$244K +1,782 New
ESB
478
Essex Savings Bank
Connecticut
$254K +$5.47K +40 +2%
SI
479
Stephens Inc
Arkansas
$253K +$240K +1,757 New
RBC
480
Romano Brothers & Co
Illinois
$252K +$4.51K +33 +2%
HIMC
481
Heritage Investors Management Corp
Maryland
$252K
AC
482
Aristides Capital
Kentucky
$249K +$236K +1,727 New
CCM
483
Coldstream Capital Management
Washington
$247K +$81.3K +595 +53%
LWM
484
LongView Wealth Management
Georgia
$245K
NME
485
Notis-McConarty Edward
$245K
BP
486
Ballentine Partners
Massachusetts
$244K +$232K +1,695 New
UCFA
487
United Capital Financial Advisors
Texas
$244K -$9.57K -70 -4%
SC
488
Savant Capital
Illinois
$243K +$8.2K +60 +4%
NSEDCP
489
NJ State Employees Deferred Compensation Plan
New Jersey
$240K
SFM
490
Systematic Financial Management
New Jersey
$240K
Kovitz Investment Group Partners
491
Kovitz Investment Group Partners
Illinois
$234K +$222K +1,622 New
SCA
492
Snowden Capital Advisors
New York
$233K +$221K +1,618 New
CAM
493
Claret Asset Management
Quebec, Canada
$233K -$6.15K -45 -3%
LCGC
494
Legacy Capital Group California
California
$233K +$221K +1,616 New
MM
495
MQS Management
New York
$233K -$662K -4,842 -75%
VT
496
Vise Technologies
New York
$228K +$216K +1,581 New
MCM
497
MAI Capital Management
Ohio
$227K -$8.07K -59 -4%
CHAM
498
Clear Harbor Asset Management
Connecticut
$225K
JSW
499
Journey Strategic Wealth
New Jersey
$223K +$212K +1,548 New
IAA
500
Independent Advisor Alliance
North Carolina
$221K -$273 -2 -0.1%

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.