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Apogee Therapeutics

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: 157168 (+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: 44 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Amundi
151
Amundi
France
$1.23K +$889 +23 +192%
RA
152
Rise Advisors
New York
$1.16K +$1.2K +31 New
LFG
153
Larson Financial Group
Missouri
$1.12K +$1.16K +30 New
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$1.01K +$1.04K +27 New
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$1K -$116 -3 -16%
AAP
156
Arax Advisory Partners
Colorado
$972 +$1K +26 New
SO
157
Sierra Ocean
California
$934 +$967 +25 New
S
158
SignatureFD
Georgia
$934 +$967 +25 New
FDCDDQ
159
Federation des caisses Desjardins du Quebec
Quebec, Canada
$374
PFBT
160
Parkside Financial Bank & Trust
Missouri
$374 +$387 +10 New
SC
161
Stephens Consulting
Michigan
$374 +$387 +10 New
EWA
162
EverSource Wealth Advisors
Alabama
$262 -$155 -4 -36%
QT
163
Quantbot Technologies
New York
$187 +$193 +5 New
SC
164
SouthState Corp
Florida
$187 +$193 +5 New
WCM
165
WealthTrak Capital Management
Virginia
$187 +$193 +5 New
IA
166
IFP Advisors
Florida
$112
Osaic Holdings
167
Osaic Holdings
Arizona
$75 -$464 -12 -86%
TWD
168
True Wealth Design
Ohio
$38 +$39 +1 New
LGM
169
Logos Global Management
California
-$13.6M -300,000 Closed
CSS
170
Cubist Systematic Strategies
Connecticut
-$4.13M -91,213 Closed
BCM
171
Boxer Capital Management
California
-$3.9M -86,000 Closed
CS
172
Candriam SCA
Luxembourg
-$3.88M -85,661 Closed
SSA
173
Schonfeld Strategic Advisors
New York
-$3.21M -70,766 Closed
Ensign Peak Advisors
174
Ensign Peak Advisors
Utah
-$3.16M -69,750 Closed
NICM
175
Neo Ivy Capital Management
New York
-$1.75M -38,523 Closed

APGE Hedge Fund Activity: Q1 2025 in Review

168 of the 7,458 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.