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Apogee Enterprises

208 hedge funds and large institutions have $731M invested in Apogee Enterprises in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 79 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 (-$151M)

26% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 38

Holders
208
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
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$59.6K
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$56K
PWPS
153
Pinnacle Wealth Planning Services
Ohio
$46.1K
HFS
154
Hantz Financial Services
Michigan
$46K
SCM
155
Sterling Capital Management
North Carolina
$45.6K
Ensign Peak Advisors
156
Ensign Peak Advisors
Utah
$40.1K
Royal Bank of Canada
157
Royal Bank of Canada
Ontario, Canada
$38K
Ohio Public Employees Retirement System (OPERS)
158
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.3K
FGAM
159
Financial Gravity Asset Management
Texas
$34.4K
RDFA
160
Ritter Daniher Financial Advisory
Ohio
$33.6K
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$28K
Osaic Holdings
162
Osaic Holdings
Arizona
$25.9K
QL
163
Quarry LP
New York
$21.8K
SAG
164
SageView Advisory Group
California
$21.6K
TM
165
Torren Management
California
$19.3K
EWA
166
EverSource Wealth Advisors
Alabama
$9.69K
VCM
167
Versant Capital Management
Arizona
$9.58K
BNP Paribas Asset Management
168
BNP Paribas Asset Management
France
$9K
S
169
SignatureFD
Georgia
$8.12K
SAM
170
Smartleaf Asset Management
Massachusetts
$7.45K
GI
171
GAMMA Investing
California
$6.95K
C
172
Covestor
United Kingdom
$6K
CIAM
173
Caitong International Asset Management
Hong Kong
$5.75K
AF
174
Advisornet Financial
Minnesota
$5.43K
Los Angeles Capital Management
175
Los Angeles Capital Management
California
$4.3K