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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
CFG
501
Citizens Financial Group
Rhode Island
$221K +$209K +1,530 New
FRA
502
Frank Rimerman Advisors
California
$220K -$73.3K -536 -26%
MWM
503
Massachusetts Wealth Management
Massachusetts
$219K +$208K +1,519 New
FBT
504
First Bank & Trust
South Dakota
$218K +$207K +1,513 New
ETC
505
Exchange Traded Concepts
Oklahoma
$217K +$102K +748 +98%
IAIM
506
International Assets Investment Management
Florida
$212K -$40.7K -298 -17%
CIBC Private Wealth Group
507
CIBC Private Wealth Group
Georgia
$211K +$12.3K +90 +7%
DI
508
Diligent Investors
California
$211K +$200K +1,463 New
FB
509
Fulton Bank
Pennsylvania
$211K +$200K +1,463 New
GC
510
Grimes & Company
Massachusetts
$210K +$199K +1,459 New
SCP
511
Sivia Capital Partners
California
$208K +$197K +1,444 New
BC
512
Bayforest Capital
United Kingdom
$207K -$123K -900 -38%
FFM
513
Forum Financial Management
Illinois
$205K +$195K +1,424 New
FHA
514
Flagship Harbor Advisors
Massachusetts
$205K +$194K +1,419 New
National Pension Service
515
National Pension Service
South Korea
$204K +$150K +1,095 +340%
RWM
516
Ritholtz Wealth Management
New York
$204K +$194K +1,417 New
Vontobel Holding
517
Vontobel Holding
Switzerland
$204K +$193K +1,415 New
OL
518
Optas LLC
Texas
$203K +$192K +1,408 New
FT
519
Fiduciary Trust
Massachusetts
$203K +$192K +1,405 New
GAM
520
Griffin Asset Management
New York
$202K +$191K +1,400 New
DADC
521
D.A. Davidson & Co
Montana
$202K +$191K +1,399 New
MA
522
Montag & Associates
Georgia
$193K -$56.3K -412 -24%
TRCT
523
Tower Research Capital (TRC)
New York
$191K -$86.1K -630 -32%
CI
524
CX Institutional
Indiana
$189K +$42.4K +310 +31%
SDIC
525
South Dakota Investment Council
South Dakota
$187K

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.