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Apogee Enterprises

210 hedge funds and large institutions have $731M invested in Apogee Enterprises in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 80 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $882M → $731M (-$150M)

24% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 38

Holders
210
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
$2.05M
Puts
$728K
Net Calls
Net Calls Change

Top Buyers

1 +$13.3M
2 +$7.25M
3 +$6.29M
4
BlackRock
BlackRock
New York
+$5.29M
5
Two Sigma Investments
Two Sigma Investments
New York
+$4.89M

Top Sellers

1 -$40.8M
2 -$11.3M
3 -$6.33M
4
N
Nuveen
North Carolina
-$5.48M
5
UBS Group
UBS Group
Switzerland
-$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
II
101
Inspire Investing
Idaho
$466K
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$463K
US Bancorp
103
US Bancorp
Minnesota
$449K
SOADOR
104
State of Alaska Department of Revenue
Alaska
$440K
MIM
105
MetLife Investment Management
New Jersey
$436K
QCM
106
Quantinno Capital Management
New York
$427K
IIM
107
INTECH Investment Management
Florida
$423K
AIM
108
Aigen Investment Management
New York
$416K
Point72 Asset Management
109
Point72 Asset Management
Connecticut
$412K
IMRF
110
Illinois Municipal Retirement Fund
Illinois
$396K
N
111
Numerai
California
$393K
Janus Henderson Group
112
Janus Henderson Group
United Kingdom
$384K
GF
113
Gabelli Funds
New York
$372K
MGWM
114
Marks Group Wealth Management
Minnesota
$364K
LSERS
115
Louisiana State Employees Retirement System
Louisiana
$360K
Mirae Asset Global ETFs Holdings
116
Mirae Asset Global ETFs Holdings
Hong Kong
$358K
OSAM
117
O'Shaughnessy Asset Management
Connecticut
$325K
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$308K
ACM
119
Aquatic Capital Management
Illinois
$302K
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$285K
ET
121
Entropy Technologies
New York
$284K
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
$278K
JG
123
Jain Global
New York
$277K
ZF
124
Zhang Financial
Michigan
$263K
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$254K