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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 %
JWA
601
JFS Wealth Advisors
Pennsylvania
$11K – – –
UB
602
UMB Bank
Missouri
$10.7K +$3.32K +23 +45%
GWSG
603
GPS Wealth Strategies Group
Colorado
$10.6K – – –
AF
604
Advisornet Financial
Minnesota
$10.5K +$3.89K +27 +59%
WIM
605
Westside Investment Management
California
$10.3K +$10.3K +70 New
HFS
606
Hantz Financial Services
Michigan
$10K +$6.12K +41 +158%
PPC
607
Park Place Capital
Alabama
$9.75K -$4.13K -28 -30%
FP
608
Financial Perspectives
Minnesota
$9.51K – – –
FS
609
Financially Speaking
Colorado
$9.51K – – –
RAM
610
Riggs Asset Management
Pennsylvania
$9.51K – – –
VWWMG
611
Vermillion & White Wealth Management Group
Pennsylvania
$9.51K – – –
PFSC
612
Peoples Financial Services Corp
Pennsylvania
$9.51K – – –
FMII
613
Farmers & Merchants Investments Inc
Nebraska
$9.08K – – –
TFA
614
Toth Financial Advisory
Virginia
$8.94K – – –
PP
615
PFS Partners
New Jersey
$8.92K – – –
SSG
616
Summit Securities Group
New York
$8.36K +$8.36K +58 New
MSWA
617
Marshall & Sterling Wealth Advisors
New York
$7.93K -$3.32K -23 -29%
CPG
618
Cornerstone Planning Group
New Jersey
$7.61K +$6.62K +40 +667%
ATC
619
Adirondack Trust Company
New York
$7.49K – – –
PSFG
620
Park Square Financial Group
Georgia
$7.49K +$7.49K +52 New
PWMG
621
Private Wealth Management Group
New Jersey
$7.35K – – –
CA
622
CoreCap Advisors
Michigan
$7.21K +$4.32K +30 +150%
DI
623
DAGCO Inc
Ohio
$6.77K – – –
GWM
624
Geneos Wealth Management
Colorado
$6.63K -$5.48K -38 -45%
TPWA
625
Twin Peaks Wealth Advisors
California
$6.49K +$6.49K +39 New
23 24
25
26 27