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Apogee Enterprises

225 hedge funds and large institutions have $882M invested in Apogee Enterprises in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 66 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $2.29M | Put options by funds: $1.25M

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

8% more capital invested

Capital invested by funds: $817M → $882M (+$65.4M)

3% more funds holding

Funds holding: 219225 (+6)

1.13% more ownership

Funds ownership: 93.29%94.42% (+1.1%)

25% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 88

Holders
225
Holders Change
+6
Holders Change %
+2.74%
% of All Funds
2.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
66
Reduced
88
Closed
29
Calls
$2.29M
Puts
$1.25M
Net Calls
+$1.04M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
26
TrueMark Investments
Illinois
$6.33M +$6.24M +145,389 New
Invesco
27
Invesco
Georgia
$6.01M +$426K +9,934 +8%
Renaissance Technologies
28
Renaissance Technologies
New York
$5.6M -$1.59M -37,100 -22%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$4.64M +$3.98M +92,784 +672%
Principal Financial Group
30
Principal Financial Group
Iowa
$4.53M -$816K -19,009 -15%
Two Sigma Investments
31
Two Sigma Investments
New York
$4.2M -$2.8M -65,280 -40%
GWI
32
Grace & White Inc
New York
$4.04M -$36.5K -850 -0.9%
MWM
33
Moran Wealth Management
Florida
$3.88M -$61.6K -1,435 -2%
VOYA Investment Management
34
VOYA Investment Management
Georgia
$3.87M -$530K -12,350 -12%
Public Sector Pension Investment Board (PSP Investments)
35
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.66M -$169K -3,928 -4%
Citadel Advisors
36
Citadel Advisors
Florida
$3.19M -$30.1K -701 -0.9%
Goldman Sachs
37
Goldman Sachs
New York
$3.07M -$1.05M -24,472 -26%
Wellington Management Group
38
Wellington Management Group
Massachusetts
$3.07M +$3.03M +70,492 New
Two Sigma Advisers
39
Two Sigma Advisers
New York
$3.06M -$1.38M -32,100 -31%
AQR Capital Management
40
AQR Capital Management
Connecticut
$2.87M +$680K +15,840 +32%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$2.74M -$25K -583 -0.9%
EGM
42
Engineers Gate Manager
New York
$2.65M -$342K -7,965 -12%
AllianceBernstein
43
AllianceBernstein
Tennessee
$2.51M
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$2.46M -$4.01M -93,465 -62%
Legal & General Group
45
Legal & General Group
United Kingdom
$2.42M -$92.9K -2,165 -4%
Universal-Beteiligungs- und Servicegesellschaft
46
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.19M -$1.29K -30 -0.1%
CA
47
CSM Advisors
Pennsylvania
$2.09M +$250K +5,835 +14%
Verition Fund Management
48
Verition Fund Management
Connecticut
$2.06M +$756K +17,625 +59%
UBS AM
49
UBS AM
Illinois
$2.06M -$1.23M -28,554 -38%
Lazard Asset Management
50
Lazard Asset Management
New York
$2.04M +$1.79M +41,685 +800%

APOG Hedge Fund Activity: Q3 2025 in Review

225 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q3 2025, worth a combined $882M — up 8% from $817M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new APOG positions and 29 closed out — a net gain of 9 holders — while 66 added to existing stakes and 88 trimmed.

The largest buyer was ACK Asset Management, opening a new position worth an estimated $30.4M. The largest seller was Vanguard Group, cutting an estimated $14.6M.

  • 225 institutional investors held Apogee Enterprises (APOG) as of Q3 2025, up from 219 in Q2 2025.
  • Funds reported $882M of Apogee Enterprises stock for Q3 2025, up 8% quarter-over-quarter.
  • 38 funds opened new Apogee Enterprises positions in Q3 2025 and 29 closed out, a net change of +9 holders.
  • The largest Apogee Enterprises buyer in Q3 2025 was ACK Asset Management, an estimated $30.4M added.
  • The largest Apogee Enterprises seller in Q3 2025 was Vanguard Group, an estimated $14.6M sold.

Based on aggregated 13F filings for Q3 2025.