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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
SIM
576
Sentry Investment Management
Wisconsin
$38K
MWA
577
Medallion Wealth Advisors
Connecticut
$36.9K
MSE
578
MUFG Securities EMEA
United Kingdom
$36.9K +$35K +256 New
FMP
579
Financial Management Professionals
Texas
$34.7K +$2.32K +17 +8%
SWM
580
Spire Wealth Management
Virginia
$33.9K +$14.1K +103 +78%
OL
581
OneFund LLC
Florida
$33K +$31.7K +232 New
CFO
582
CVA Family Office
Colorado
$31.9K
SIS
583
Sound Income Strategies
Florida
$31.9K +$30.2K +221 New
PFBT
584
Parkside Financial Bank & Trust
Missouri
$31.6K +$2.46K +18 +9%
MEG
585
Millstone Evans Group
Colorado
$30.4K
NSIM
586
North Star Investment Management
Illinois
$30.1K
HDIM
587
Hanson & Doremus Investment Management
Vermont
$29K
GM
588
GeoWealth Management
Illinois
$28.4K +$1.09K +8 +4%
Walleye Trading
589
Walleye Trading
New York
$26.4K +$25K +183 New
LCM
590
Logan Capital Management
Pennsylvania
$23.9K
CH
591
Cromwell Holdings
Wyoming
$21.9K +$1.5K +11 +8%
BA
592
Bellwether Advisors
Nebraska
$21.9K +$20.8K +152 New
GXJ
593
Global X Japan
Japan
$20.8K -$10.1K -74 -34%
HWM
594
Hemington Wealth Management
Virginia
$18K +$2.73K +20 +18%
PGAM
595
Princeton Global Asset Management
New Jersey
$17.3K
TCM
596
Traub Capital Management
Massachusetts
$17.3K +$16.4K +120 New
CTC
597
Central Trust Company
Missouri
$16.4K -$20.5K -150 -57%
RFS
598
Richardson Financial Services
Massachusetts
$15.8K +$14.6K +107 New
GWSA
599
Global Wealth Strategies & Associates
Colorado
$15.6K
GBT
600
Grove Bank & Trust
Florida
$15.6K +$1.37K +10 +10%

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.