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Allegion

690 hedge funds and large institutions have $10.9B invested in Allegion in 2025 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 252 increasing their positions, 212 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $11.3M

51% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 67

19% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 212

4% more funds holding

Funds holding: 661690 (+29)

2.17% more ownership

Funds ownership: 94.8%96.98% (+2.2%)

1% more capital invested

Capital invested by funds: $10.8B → $10.9B (+$140M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
690
Holders Change
+29
Holders Change %
+4.39%
% of All Funds
9.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
101
Increased
252
Reduced
212
Closed
67
Calls
$17.2M
Puts
$11.3M
Net Calls
+$5.84M
Net Calls Change
+$493K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.4B +$6.29M +48,615 +0.5%
BlackRock
2
BlackRock
New York
$1.15B +$99.8M +771,332 +10%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$623M +$114M +878,796 +23%
Boston Partners
4
Boston Partners
Massachusetts
$620M +$4.61M +35,635 +0.8%
State Street
5
State Street
Massachusetts
$514M -$16.1M -124,390 -3%
VanEck Associates
6
VanEck Associates
New York
$435M -$13.1M -101,388 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$291M +$10.5M +81,337 +4%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$280M +$17.7M +136,638 +7%
Brown Advisory
9
Brown Advisory
Maryland
$279M +$32.3M +249,295 +13%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$199M -$73.2M -565,455 -27%
Invesco
11
Invesco
Georgia
$199M -$30.9M -238,674 -14%
Deutsche Bank
12
Deutsche Bank
Germany
$193M -$21.2M -163,866 -10%
Nordea Investment Management
13
Nordea Investment Management
Sweden
$159M +$7.29M +56,331 +5%
Northern Trust
14
Northern Trust
Illinois
$148M +$20.9M +161,473 +17%
AQR Capital Management
15
AQR Capital Management
Connecticut
$143M +$115M +885,857 +380%
JP Morgan Chase
16
JP Morgan Chase
New York
$122M +$29.9M +230,710 +33%
HRCM
17
Hawk Ridge Capital Management
California
$122M +$13.2M +101,700 +12%
FMI
18
Fiduciary Management Inc
Wisconsin
$113M -$2.94M -22,681 -3%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$112M -$2.87M -22,181 -3%
Morgan Stanley
20
Morgan Stanley
New York
$110M -$15.3M -118,193 -12%
Wells Fargo
21
Wells Fargo
California
$104M +$15.5M +119,498 +18%
Squarepoint
22
Squarepoint
New York
$104M +$67.8M +523,732 +192%
Norges Bank
23
Norges Bank
Norway
$104M -$4.03M -31,150 -4%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$98.9M -$9.59M -74,086 -9%
Charles Schwab
25
Charles Schwab
California
$96.6M +$640K +4,942 +0.7%

ALLE Hedge Fund Activity: Q1 2025 in Review

690 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Allegion (ALLE) for Q1 2025, worth a combined $10.9B — up 1.3% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new ALLE positions and 67 closed out — a net gain of 34 holders — while 252 added to existing stakes and 212 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $115M. The largest seller was Intermede Investment Partners, cutting an estimated $101M.

  • 690 institutional investors held Allegion (ALLE) as of Q1 2025, up from 661 in Q4 2024.
  • Funds reported $10.9B of Allegion stock for Q1 2025, up 1.3% quarter-over-quarter.
  • 101 funds opened new Allegion positions in Q1 2025 and 67 closed out, a net change of +34 holders.
  • The largest Allegion buyer in Q1 2025 was AQR Capital Management, an estimated $115M added.
  • The largest Allegion seller in Q1 2025 was Intermede Investment Partners, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2025.