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Apogee Enterprises

219 hedge funds and large institutions have $818M invested in Apogee Enterprises in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 81 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

11% less capital invested

Capital invested by funds: $915M → $818M (-$97.5M)

11% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 81

Holders
219
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.88M
Puts
$1.99M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
76
Moody National Bank Trust Division
Texas
$1.25M
Verition Fund Management
77
Verition Fund Management
Connecticut
$1.21M
RWM
78
Ritholtz Wealth Management
New York
$1.18M
Balyasny Asset Management
79
Balyasny Asset Management
Illinois
$1.14M
WCM
80
Wedge Capital Management
North Carolina
$1.07M
Point72 Asset Management
81
Point72 Asset Management
Connecticut
$933K
GCP
82
GSA Capital Partners
United Kingdom
$926K
Citigroup
83
Citigroup
New York
$902K
SG Americas Securities
84
SG Americas Securities
New York
$883K
T. Rowe Price Associates
85
T. Rowe Price Associates
Maryland
$869K
MAM
86
Martingale Asset Management
Massachusetts
$866K
RWMH
87
Riverpoint Wealth Management Holdings
Illinois
$843K
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$821K
Canada Life
89
Canada Life
Manitoba, Canada
$735K
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$644K
Creative Planning
91
Creative Planning
Kansas
$641K
ACM
92
Aquatic Capital Management
Illinois
$622K
KK
93
KLP Kapitalforvaltning
Norway
$617K
Comerica Bank
94
Comerica Bank
Texas
$571K
Wells Fargo
95
Wells Fargo
California
$566K
Russell Investments Group
96
Russell Investments Group
United Kingdom
$560K
SOW
97
State of Wyoming
Wyoming
$553K
SIM
98
SummerHaven Investment Management
Connecticut
$548K
AA
99
ALPS Advisors
Colorado
$533K
SOADOR
100
State of Alaska Department of Revenue
Alaska
$521K