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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
ACA
676
Atlas Capital Advisors
Wyoming
$864
BHWM
677
Bay Harbor Wealth Management
Maryland
$864 +$410 +3 +100%
SFCL
678
Strengthening Families & Communities LLC
Massachusetts
$721
VWA
679
Valued Wealth Advisors
Utah
$721
AGWCA
680
Annis Gardner Whiting Capital Advisors
Florida
$721 +$684 +5 New
HFS
681
Horizon Financial Services
North Carolina
$721 +$684 +5 New
HFS
682
Hughes Financial Services
Virginia
$658 -$547 -4 -50%
AP
683
Aspect Partners
Virginia
$576
RA
684
Rise Advisors
New York
$576
CT
685
Clearstead Trust
Maine
$433 +$410 +3 New
PWA
686
Principia Wealth Advisory
Texas
$432
PWM
687
Parkworth Wealth Management
California
$432 +$137 +1 +50%
AA
688
Ancora Advisors
Ohio
$288
OP
689
ORG Partners
Indiana
$147 +$137 +1 New
SS
690
SBI Securities
Japan
$144 -$273 -2 -67%
BCWM
691
Bartlett & Co Wealth Management
Ohio
$144
Point72 Asset Management
692
Point72 Asset Management
Connecticut
-$24.9M -191,111 Closed
ECM
693
ExodusPoint Capital Management
New York
-$20.2M -154,598 Closed
Citadel Advisors
694
Citadel Advisors
Florida
-$19.3M -141,507 Closed
APG Asset Management
695
APG Asset Management
Netherlands
-$15M -124,319 Closed
Two Sigma Investments
696
Two Sigma Investments
New York
-$15.3M -117,009 Closed
IP
697
Interval Partners
New York
-$14M -107,294 Closed
CWG
698
C WorldWide Group
Denmark
-$11M -84,666 Closed
TI
699
Trexquant Investment
Connecticut
-$10M -76,757 Closed
PI
700
PGGM Investments
Netherlands
-$9.18M -70,331 Closed

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.