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Apogee Enterprises

219 hedge funds and large institutions have $817M invested in Apogee Enterprises in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 83 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.27% more ownership

Funds ownership: 90.02%93.29% (+3.3%)

6% less call options, than puts

Call options by funds: $1.88M | Put options by funds: $1.99M

4% less funds holding

Funds holding: 228219 (-9)

10% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 39

11% less capital invested

Capital invested by funds: $915M → $817M (-$98.4M)

13% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 83

Holders
219
Holders Change
-9
Holders Change %
-3.95%
% of All Funds
2.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
72
Reduced
83
Closed
39
Calls
$1.88M
Puts
$1.99M
Net Calls
-$113K
Net Calls Change
-$730K
Name Holding Trade Value Shares
Change
Change in
Stake
Universal-Beteiligungs- und Servicegesellschaft
51
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.04M +$10.3K +250 +0.5%
AQR Capital Management
52
AQR Capital Management
Connecticut
$2.03M -$408K -9,897 -16%
Barclays
53
Barclays
United Kingdom
$1.9M +$505K +12,230 +35%
YIH
54
Y-Intercept (HK)
Hong Kong
$1.77M +$1.11M +26,830 +160%
SAM
55
Storebrand Asset Management
Norway
$1.73M +$1.25M +30,169 +244%
CA
56
CSM Advisors
Pennsylvania
$1.71M +$1.74M +42,173 New
Swiss National Bank
57
Swiss National Bank
Switzerland
$1.7M -$24.8K -600 -1%
Voloridge Investment Management
58
Voloridge Investment Management
Florida
$1.65M -$2.34M -56,699 -58%
Federated Hermes
59
Federated Hermes
Pennsylvania
$1.63M -$2.81K -68 -0.2%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$1.61M -$20.6K -500 -1%
OSAM
61
O'Shaughnessy Asset Management
Connecticut
$1.61M -$1.16M -28,017 -41%
BCM
62
Bridgeway Capital Management
Texas
$1.58M -$1.59M -38,544 -50%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$1.56M -$1.69K -41 -0.1%
Franklin Resources
64
Franklin Resources
California
$1.55M -$243K -5,893 -13%
NSIM
65
North Star Investment Management
Illinois
$1.54M
DFCM
66
Dark Forest Capital Management
Puerto Rico
$1.47M +$1.5M +36,250 New
IP
67
Isthmus Partners
Wisconsin
$1.47M +$1.5M +36,234 New
Macquarie Group
68
Macquarie Group
Australia
$1.47M -$3.38K -82 -0.2%
Deutsche Bank
69
Deutsche Bank
Germany
$1.47M +$51.2K +1,241 +4%
RA
70
Royce & Associates
New York
$1.41M +$119K +2,892 +9%
Prudential Financial
71
Prudential Financial
New Jersey
$1.39M -$30.1K -729 -2%
Jacobs Levy Equity Management
72
Jacobs Levy Equity Management
New Jersey
$1.37M +$1.39M +33,631 New
Tudor Investment Corp
73
Tudor Investment Corp
Connecticut
$1.35M -$3.28M -79,434 -70%
VIM
74
Villanova Investment Management
Pennsylvania
$1.33M +$1.36M +32,880 New
PIM
75
Profit Investment Management
Maryland
$1.27M +$1.3M +31,388 New

APOG Hedge Fund Activity: Q2 2025 in Review

219 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q2 2025, worth a combined $817M — down 11% from $915M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of APOG and 35 opened new positions — a net loss of 4 holders — while 83 trimmed existing stakes and 72 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $10.5M. The largest seller was Vanguard Group, cutting an estimated $10.8M.

  • 219 institutional investors held Apogee Enterprises (APOG) as of Q2 2025, down from 228 in Q1 2025.
  • Funds reported $817M of Apogee Enterprises stock for Q2 2025, down 11% quarter-over-quarter.
  • 35 funds opened new Apogee Enterprises positions in Q2 2025 and 39 closed out, a net change of -4 holders.
  • The largest Apogee Enterprises buyer in Q2 2025 was DePrince Race & Zollo Inc (DRZ), an estimated $10.5M added.
  • The largest Apogee Enterprises seller in Q2 2025 was Vanguard Group, an estimated $10.8M sold.

Based on aggregated 13F filings for Q2 2025.