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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.55B -$6.16M -45,060 -0.4%
BlackRock
2
BlackRock
New York
$1.23B -$38.4M -280,799 -3%
Boston Partners
3
Boston Partners
Massachusetts
$679M -$7.4M -54,136 -1%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$646M -$39.8M -291,368 -6%
State Street
5
State Street
Massachusetts
$572M +$4.28M +31,322 +0.8%
VanEck Associates
6
VanEck Associates
New York
$421M -$56.6M -414,326 -12%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$370M +$46.3M +339,025 +15%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$323M +$13.1M +95,938 +4%
Brown Advisory
9
Brown Advisory
Maryland
$275M -$31.9M -233,171 -11%
Nordea Investment Management
10
Nordea Investment Management
Sweden
$216M +$37.9M +277,241 +22%
Invesco
11
Invesco
Georgia
$206M -$13M -95,000 -6%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$201M -$17.5M -128,096 -8%
Deutsche Bank
13
Deutsche Bank
Germany
$196M -$16.4M -120,058 -8%
Northern Trust
14
Northern Trust
Illinois
$167M +$3.38M +24,702 +2%
Morgan Stanley
15
Morgan Stanley
New York
$163M +$39.7M +290,749 +35%
AQR Capital Management
16
AQR Capital Management
Connecticut
$144M -$15.9M -116,658 -10%
JP Morgan Chase
17
JP Morgan Chase
New York
$126M -$8.54M -62,447 -7%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$123M -$925K -6,763 -0.8%
HRCM
19
Hawk Ridge Capital Management
California
$121M -$12.9M -94,000 -10%
FMI
20
Fiduciary Management Inc
Wisconsin
$118M -$6.98M -51,040 -6%
Berkshire Hathaway
21
Berkshire Hathaway
Nebraska
$112M +$107M +780,133 New
Wells Fargo
22
Wells Fargo
California
$111M -$3.65M -26,718 -3%
Norges Bank
23
Norges Bank
Norway
$110M -$4.57M -33,446 -4%
Charles Schwab
24
Charles Schwab
California
$108M +$779K +5,700 +0.8%
UBS AM
25
UBS AM
Illinois
$105M +$17.9M +130,828 +22%

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.