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Apogee Therapeutics
APGE

168 hedge funds and large institutions have $2.3B invested in Apogee Therapeutics in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 50 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

50% more call options, than puts

Call options by funds: $14.3M | Put options by funds: $9.54M

7% more funds holding

Funds holding: 157 → 168 (+11)

5.09% more ownership

Funds ownership: 128.52% → 133.61% (+5.1%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

12% less capital invested

Capital invested by funds: $2.62B → $2.3B (-$320M)

15% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 59

Holders
168
Holders Change
+11
Holders Change %
+7.01%
% of All Funds
2.25%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
33
Increased
50
Reduced
59
Closed
21
Calls
$14.3M
Puts
$9.54M
Net Calls
+$4.8M
Net Calls Change
+$6.41M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$37.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$35.8M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$35.6M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$25.5M
5
PCH
Polar Capital Holdings
United Kingdom
+$21.3M

Top Sellers

Rank Fund Capital Flow
1
JFG
Jefferies Financial Group
New York
-$18M
2
LGM
Logos Global Management
California
-$13.6M
3
PBA
Paradigm Biocapital Advisors
New York
-$12.5M
4
DCM
Driehaus Capital Management
Illinois
-$10.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$8.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCH
26
Polar Capital Holdings
United Kingdom
$20.5M +$21.3M +550,000 New
Morgan Stanley
27
Morgan Stanley
New York
$19.4M +$12M +310,405 +148%
Barclays
28
Barclays
United Kingdom
$18.6M +$845K +21,865 +5%
Bank of America
29
Bank of America
North Carolina
$15.9M +$12.4M +320,340 +304%
JFG
30
Jefferies Financial Group
New York
$15.8M -$18M -465,701 -52%
Point72 Asset Management
31
Point72 Asset Management
Connecticut
$14.7M +$3.47M +89,753 +30%
Northern Trust
32
Northern Trust
Illinois
$11.7M -$495K -12,814 -4%
Jennison Associates
33
Jennison Associates
New York
$11M -$720K -18,634 -6%
Goldman Sachs
34
Goldman Sachs
New York
$10.9M -$4.54M -117,320 -29%
CC
35
Commodore Capital
New York
$10.8M – – –
Charles Schwab
36
Charles Schwab
California
$10.2M -$217K -5,613 -2%
Millennium Management
37
Millennium Management
New York
$9.73M +$5.03M +130,164 +100%
Two Sigma Investments
38
Two Sigma Investments
New York
$9.42M -$555K -14,347 -5%
Victory Capital Management
39
Victory Capital Management
Texas
$8.7M +$384K +9,921 +4%
FTM
40
First Turn Management
California
$8.58M -$891K -23,050 -9%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$8M +$4M +103,404 +93%
TCM
42
Tang Capital Management
California
$7.47M +$3.87M +100,000 +100%
Capital World Investors
43
Capital World Investors
California
$7.24M -$433K -11,205 -5%
Blackstone Inc
44
Blackstone Inc
New York
$6.86M +$4.01M +103,747 +130%
Voloridge Investment Management
45
Voloridge Investment Management
Florida
$6.28M +$4.91M +126,885 +309%
Universal-Beteiligungs- und Servicegesellschaft
46
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.75M -$647K -16,744 -12%
Balyasny Asset Management
47
Balyasny Asset Management
Illinois
$4.21M +$4.36M +112,730 New
N
48
Nuveen
North Carolina
$4.14M -$1.04M -26,971 -20%
AI
49
Allostery Investments
Connecticut
$4.11M +$387K +10,000 +10%
ACH
50
ArrowMark Colorado Holdings
Colorado
$4.09M – – –
1
2
3 4 5

APGE Hedge Fund Activity: Q1 2025 in Review

168 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Apogee Therapeutics (APGE) for Q1 2025, worth a combined $2.3B — down 12% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new APGE positions and 21 closed out — a net gain of 12 holders — while 50 added to existing stakes and 59 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $37.4M. The largest seller was Jefferies Financial Group, cutting an estimated $18M.

  • 168 institutional investors held Apogee Therapeutics (APGE) as of Q1 2025, up from 157 in Q4 2024.
  • Funds reported $2.3B of Apogee Therapeutics stock for Q1 2025, down 12% quarter-over-quarter.
  • 33 funds opened new Apogee Therapeutics positions in Q1 2025 and 21 closed out, a net change of +12 holders.
  • The largest Apogee Therapeutics buyer in Q1 2025 was Wellington Management Group, an estimated $37.4M added.
  • The largest Apogee Therapeutics seller in Q1 2025 was Jefferies Financial Group, an estimated $18M sold.

Based on aggregated 13F filings for Q1 2025.