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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
M
651
MOTCO
Texas
$2.65K +$2.19K +16 New
SS
652
Sunbelt Securities
Texas
$2.61K
HHMI
653
Howard Hughes Medical Institute
Maryland
$2.59K +$2.46K +18 New
WA
654
WPG Advisers
Maryland
$2.45K
CFB
655
Cullen/Frost Bankers
Texas
$2.31K +$2.19K +16 New
BCMLT
656
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.17K
JFA
657
JNBA Financial Advisors
Minnesota
$2.16K
DPW
658
DiNuzzo Private Wealth
Pennsylvania
$2.02K -$273 -2 -13%
BIA
659
Bell Investment Advisors
California
$2.02K
CMP
660
Coston McIsaac & Partners
Maine
$2K
BBPWM
661
Blue Bell Private Wealth Management
Pennsylvania
$1.73K
SIC
662
SJS Investment Consulting
Ohio
$1.59K -$820 -6 -35%
AFG
663
Albion Financial Group
Utah
$1.59K
NC
664
NewSquare Capital
Pennsylvania
$1.58K +$957 +7 +175%
RF
665
Rossby Financial
Florida
$1.58K +$1.5K +11 New
WPA
666
Wealth Preservation Advisors
Tennessee
$1.44K
RWM
667
Rialto Wealth Management
New York
$1.3K +$1.23K +9 New
TIM
668
Tortoise Investment Management
New York
$1.3K +$1.23K +9 New
RIL
669
Rothschild Investment LLC
Illinois
$1.15K
KG
670
Kilter Group
New York
$1.15K +$1.09K +8 New
DF
671
Dunhill Financial
United Kingdom
$1.01K -$1.91K -14 -67%
HIA
672
HFM Investment Advisors
New Jersey
$1.01K +$684 +5 +250%
CWP
673
Clark Wealth Partners
Illinois
$1.01K +$957 +7 New
HFM
674
Harvest Fund Management
China
$1K +$957 +7 New
WA
675
Whipplewood Advisors
Colorado
$865 -$957 -7 -54%

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.