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Apogee Enterprises
APOG

228 hedge funds and large institutions have $915M invested in Apogee Enterprises in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 84 increasing their positions, 77 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $1.45M | Put options by funds: $833K

9% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 77

4.15% less ownership

Funds ownership: 94.17% → 90.02% (-4.1%)

13% less funds holding

Funds holding: 262 → 228 (-34)

38% less capital invested

Capital invested by funds: $1.48B → $915M (-$560M)

46% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 68

Holders
228
Holders Change
-34
Holders Change %
-12.98%
% of All Funds
3.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
84
Reduced
77
Closed
68
Calls
$1.45M
Puts
$833K
Net Calls
+$617K
Net Calls Change
-$868K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$15M
2
UBS Group
UBS Group
Switzerland
+$6.05M
3
N
Numerai
California
+$5.51M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$5.37M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$5.01M

Top Sellers

Rank Fund Capital Flow
1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$26.3M
2
N
Nuveen
North Carolina
-$13.5M
3
Invesco
Invesco
Georgia
-$12.8M
4
PAM
Panagora Asset Management
Massachusetts
-$9.87M
5
Goldman Sachs
Goldman Sachs
New York
-$8.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Aviva
251
Aviva
United Kingdom
– -$538K -7,537 Closed
EC
252
EntryPoint Capital
New York
– -$537K -7,517 Closed
PEAK6
253
PEAK6
Illinois
– -$461K -6,462 Closed
TSS
254
Two Sigma Securities
New York
– -$448K -6,268 Closed
Acadian Asset Management
255
Acadian Asset Management
Massachusetts
– -$425K -5,952 Closed
Wealth Enhancement Advisory Services
256
Wealth Enhancement Advisory Services
Minnesota
– -$396K -5,549 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
257
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$321K -4,500 Closed
EI
258
Ethic Inc
New York
– -$304K -4,253 Closed
LPL Financial
259
LPL Financial
California
– -$304K -4,253 Closed
RF
260
RHS Financial
California
– -$302K -4,225 Closed
Marshall Wace
261
Marshall Wace
United Kingdom
– -$299K -4,183 Closed
FGP
262
Freestone Grove Partners
California
– -$276K -3,868 Closed
EP
263
Edgestream Partners
New Jersey
– -$274K -3,830 Closed
BHCM
264
Brevan Howard Capital Management
Jersey
– -$263K -3,683 Closed
CC
265
Centiva Capital
New York
– -$257K -3,599 Closed
MOACM
266
Mutual of America Capital Management
New York
– -$237K -3,324 Closed
VI
267
Versor Investments
New York
– -$237K -3,322 Closed
Envestnet Asset Management
268
Envestnet Asset Management
Illinois
– -$228K -3,192 Closed
VPIM
269
Vanguard Personalized Indexing Management
California
– -$226K -3,159 Closed
CG
270
Caprock Group
Idaho
– -$225K -3,154 Closed
Corient Private Wealth
271
Corient Private Wealth
Florida
– -$223K -3,121 Closed
HCA
272
Hyperion Capital Advisors
New York
– -$221K -3,100 Closed
CIP
273
Cornerstone Investment Partners
Georgia
– -$221K -3,089 Closed
UCI
274
Uncommon Cents Investing
Wisconsin
– -$214K -3,000 Closed
Pictet Asset Management
275
Pictet Asset Management
Switzerland
– -$212K -2,965 Closed
8 9 10
11
12

APOG Hedge Fund Activity: Q1 2025 in Review

228 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q1 2025, worth a combined $915M — down 38% from $1.48B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of APOG and 37 opened new positions — a net loss of 31 holders — while 77 trimmed existing stakes and 84 added.

The largest buyer was Millennium Management, adding an estimated $15M. The largest seller was Pacer Advisors, cutting an estimated $26.3M.

  • 228 institutional investors held Apogee Enterprises (APOG) as of Q1 2025, down from 262 in Q4 2024.
  • Funds reported $915M of Apogee Enterprises stock for Q1 2025, down 38% quarter-over-quarter.
  • 37 funds opened new Apogee Enterprises positions in Q1 2025 and 68 closed out, a net change of -31 holders.
  • The largest Apogee Enterprises buyer in Q1 2025 was Millennium Management, an estimated $15M added.
  • The largest Apogee Enterprises seller in Q1 2025 was Pacer Advisors, an estimated $26.3M sold.

Based on aggregated 13F filings for Q1 2025.