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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
9.18%
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
1
Berkshire Hathaway
Nebraska
$112M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$80.8M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$85.5M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$370M
5
CB
5
Cooke & Bieler
Pennsylvania
$78.5M

Top Sellers

1
Squarepoint
1
Squarepoint
New York
$333K
2
VanEck Associates
2
VanEck Associates
New York
$421M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$16.3M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$646M
5
BlackRock
5
BlackRock
New York
$1.23B
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
651
JNBA Financial Advisors
Minnesota
$2.16K – – –
DPW
652
DiNuzzo Private Wealth
Pennsylvania
$2.02K -$288 -2 -13%
BIA
653
Bell Investment Advisors
California
$2.02K – – –
CMP
654
Coston McIsaac & Partners
Maine
$2K – – –
BBPWM
655
Blue Bell Private Wealth Management
Pennsylvania
$1.73K – – –
SIC
656
SJS Investment Consulting
Ohio
$1.59K -$865 -6 -35%
AFG
657
Albion Financial Group
Utah
$1.59K – – –
NC
658
NewSquare Capital
Pennsylvania
$1.59K +$1.01K +7 +175%
RF
659
Rossby Financial
Florida
$1.59K +$1.59K +11 New
WPA
660
Wealth Preservation Advisors
Tennessee
$1.44K – – –
RWM
661
Rialto Wealth Management
New York
$1.3K +$1.3K +9 New
TIM
662
Tortoise Investment Management
New York
$1.3K +$1.3K +9 New
RIL
663
Rothschild Investment LLC
Illinois
$1.15K – – –
KG
664
Kilter Group
New York
$1.15K +$1.15K +8 New
DF
665
Dunhill Financial
United Kingdom
$1.01K -$2.03K -14 -67%
HIA
666
HFM Investment Advisors
New Jersey
$1.01K +$721 +5 +250%
HFM
667
Harvest Fund Management
China
$1K +$1K +7 New
WA
668
Whipplewood Advisors
Colorado
$865 -$1.01K -7 -54%
ACA
669
Atlas Capital Advisors
Wyoming
$864 – – –
BHWM
670
Bay Harbor Wealth Management
Maryland
$864 +$432 +3 +100%
SFCL
671
Strengthening Families & Communities LLC
Massachusetts
$721 – – –
VWA
672
Valued Wealth Advisors
Utah
$721 – – –
AGWCA
673
Annis Gardner Whiting Capital Advisors
Florida
$721 +$721 +5 New
HFS
674
Horizon Financial Services
North Carolina
$721 +$721 +5 New
HFS
675
Hughes Financial Services
Virginia
$658 -$658 -4 -50%
25 26
27
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