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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
WAM
126
Weiss Asset Management
Massachusetts
$401K -$468K -9,159 -51%
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$395K +$125K +2,447 +40%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$390K +$35.2K +689 +9%
YCM
129
Yousif Capital Management
Michigan
$379K -$8.12K -159 -2%
JF
130
Jump Financial
Illinois
$361K +$398K +7,791 New
New York State Common Retirement Fund
131
New York State Common Retirement Fund
New York
$356K – – –
SGI
132
Summit Global Investments
Utah
$350K -$67.2K -1,316 -15%
TRSOTSOK
133
Teachers Retirement System of the State of Kentucky
Kentucky
$334K – – –
SO
134
STRS Ohio
Ohio
$334K -$199K -3,900 -35%
KeyBank National Association
135
KeyBank National Association
Ohio
$314K +$49.8K +976 +17%
RRCM
136
Rappaport Reiches Capital Management
Illinois
$301K +$173K +3,387 +109%
MSRPS
137
Maryland State Retirement & Pension System
Maryland
$296K -$51.7K -1,013 -14%
ASRS
138
Arizona State Retirement System
Arizona
$291K -$4.24K -83 -1%
AB
139
Amalgamated Bank
New York
$291K -$6.49K -127 -2%
State Board of Administration of Florida Retirement System
140
State Board of Administration of Florida Retirement System
Florida
$290K -$313K -6,125 -49%
BC
141
Burney Company
Virginia
$290K -$14K -275 -4%
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$286K -$61.7K -1,208 -16%
SG Americas Securities
143
SG Americas Securities
New York
$280K +$308K +6,033 New
Man Group
144
Man Group
United Kingdom
$271K -$325K -6,356 -52%
ECM
145
EMC Capital Management
Texas
$270K – – –
PA
146
PharVision Advisers
Florida
$268K +$295K +5,786 New
3F
147
360 Financial
Minnesota
$266K – – –
ET
148
Entropy Technologies
New York
$255K +$281K +5,500 New
COPPSERS
149
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$243K +$29.1K +570 +12%
OPERF
150
Oregon Public Employees Retirement Fund
Oregon
$235K -$5.11K -100 -2%
4 5
6
7 8

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.