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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
ATC
626
Adirondack Trust Company
New York
$7.49K
PSFG
627
Park Square Financial Group
Georgia
$7.49K +$7.11K +52 New
PWMG
628
Private Wealth Management Group
New Jersey
$7.35K
CA
629
CoreCap Advisors
Michigan
$7.21K +$4.1K +30 +150%
DI
630
DAGCO Inc
Ohio
$6.77K
GWM
631
Geneos Wealth Management
Colorado
$6.63K -$5.2K -38 -45%
TPWA
632
Twin Peaks Wealth Advisors
California
$6.49K +$5.33K +39 New
PB
633
Pinnacle Bancorp
Nebraska
$6.49K
HI
634
Harbour Investments
Wisconsin
$6.2K -$410 -3 -7%
FFO
635
Fortitude Family Office
Arizona
$6.2K +$2.32K +17 +65%
MCM
636
Manchester Capital Management
Vermont
$5.76K +$684 +5 +14%
WWM
637
Wolff Wiese Magana
California
$5.48K
DAM
638
Delta Asset Management
Tennessee
$4.9K
FWA
639
Flagship Wealth Advisors
Massachusetts
$4.76K
BGAI
640
Bruce G. Allen Investments
Colorado
$4.61K
SIC
641
Salem Investment Counselors
North Carolina
$4.04K
S
642
Sachetta
Massachusetts
$3.75K -$1.37K -10 -28%
BFS
643
Bare Financial Services
Pennsylvania
$3.46K +$3.28K +24 New
AAM
644
Advisors Asset Management
Colorado
$3.17K +$3.01K +22 New
AWM
645
Abound Wealth Management
Tennessee
$3.03K
NC
646
North Capital
Utah
$3.03K
TSMHT
647
Thurston Springer Miller Herd & Titak
Indiana
$3.03K -$4.92K -36 -63%
MCM
648
MV Capital Management
Maryland
$2.88K
FNWA
649
Financial Network Wealth Advisors
Utah
$2.74K -$820 -6 -24%
SL
650
Salomon & Ludwin
Virginia
$2.66K

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.