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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

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

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
MNBTD
76
Moody National Bank Trust Division
Texas
$1.09M +$168K +3,298 +16%
MAM
77
Martingale Asset Management
Massachusetts
$1.06M -$1.01M -19,750 -46%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$989K +$141K +2,755 +15%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$950K – – –
T. Rowe Price Associates
80
T. Rowe Price Associates
Maryland
$926K +$52.1K +1,021 +5%
CCIA
81
Campbell & Co Investment Adviser
Maryland
$911K +$792K +15,521 +375%
Canada Life
82
Canada Life
Manitoba, Canada
$862K -$161K -3,153 -15%
UBS AM
83
UBS AM
Illinois
$852K -$1.39M -27,130 -60%
ECM
84
ExodusPoint Capital Management
New York
$824K +$909K +17,795 New
YIH
85
Y-Intercept (HK)
Hong Kong
$776K +$489K +9,585 +134%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$747K -$42.7K -836 -5%
QT
87
Quantbot Technologies
New York
$731K +$806K +15,782 New
AC
88
Arjuna Capital
North Carolina
$706K -$2.4M -47,008 -76%
Assenagon Asset Management
89
Assenagon Asset Management
Luxembourg
$691K +$761K +14,913 New
Creative Planning
90
Creative Planning
Kansas
$684K +$273K +5,353 +57%
Comerica Bank
91
Comerica Bank
Texas
$658K +$90.4K +1,770 +14%
B
92
Bailard
California
$639K +$705K +13,800 New
AA
93
ALPS Advisors
Colorado
$631K -$299K -5,862 -30%
NRD
94
Nebula Research & Development
New York
$630K +$414K +8,114 +148%
KK
95
KLP Kapitalforvaltning
Norway
$625K +$235K +4,600 +52%
State of Tennessee, Department of Treasury
96
State of Tennessee, Department of Treasury
Tennessee
$625K -$56.4K -1,104 -8%
SIM
97
SummerHaven Investment Management
Connecticut
$611K +$14.4K +282 +2%
MIM
98
MetLife Investment Management
New Jersey
$610K -$11K -216 -2%
Wells Fargo
99
Wells Fargo
California
$608K -$282K -5,516 -30%
Mirae Asset Global ETFs Holdings
100
Mirae Asset Global ETFs Holdings
Hong Kong
$602K +$28.4K +556 +4%
2 3
4
5 6

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.