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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
SFI
526
Siemens Fonds Invest
Germany
$178K +$38.1K +279 +29%
S
527
SignatureFD
Georgia
$174K -$32.7K -239 -17%
RMC
528
Resources Management Corp
Connecticut
$171K -$6.83K -50 -4%
AF
529
Allworth Financial
California
$170K +$17.9K +131 +13%
EP
530
Essential Partners
California
$168K +$160K +1,167 New
WTC
531
WhitTier Trust Company
Nevada
$167K
ARMT
532
Amica Retiree Medical Trust
Rhode Island
$157K
SPIA
533
Steward Partners Investment Advisory
New York
$154K +$67.8K +496 +87%
LI
534
LRI Investments
Florida
$146K
IA
535
IFP Advisors
Florida
$128K +$41.6K +304 +52%
HNB
536
Huntington National Bank
Ohio
$123K +$8.34K +61 +8%
GC
537
Globeflex Capital
California
$117K
AIP
538
Ameritas Investment Partners
Nebraska
$117K -$9.71K -71 -8%
CA
539
Clearstead Advisors
Ohio
$115K +$66K +483 +153%
FFA
540
Farther Finance Advisors
California
$106K -$10.3K -75 -9%
DJSG
541
D.J. St. Germain
Massachusetts
$105K +$6.15K +45 +7%
CIA
542
Cape Investment Advisory
Georgia
$102K +$4.24K +31 +5%
AWM
543
Activest Wealth Management
Florida
$102K +$97.2K +711 New
WT
544
Whittier Trust
California
$101K +$16.8K +123 +21%
GRP
545
Global Retirement Partners
California
$97.6K +$92.5K +677 New
BTI
546
Blue Trust Inc
Georgia
$92.7K +$14.2K +104 +19%
EB
547
Eastern Bank
Massachusetts
$90.8K
AAS
548
Ameritas Advisory Services
Nebraska
$90.2K +$85.6K +626 New
RA
549
Ransom Advisory
Rhode Island
$87.5K
FHA
550
First Horizon Advisors
Tennessee
$85.3K +$33.8K +247 +72%

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.