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Apogee Enterprises

220 hedge funds and large institutions have $652M invested in Apogee Enterprises in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 88 increasing their positions, 56 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 56

53% more call options, than puts

Call options by funds: $825K | Put options by funds: $540K

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

4% more funds holding

Funds holding: 212220 (+8)

2.98% less ownership

Funds ownership: 93.32%90.34% (-3%)

11% less capital invested

Capital invested by funds: $732M → $652M (-$80.3M)

Holders
220
Holders Change
+8
Holders Change %
+3.77%
% of All Funds
2.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
88
Reduced
56
Closed
31
Calls
$825K
Puts
$540K
Net Calls
+$285K
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
OPERF
151
Oregon Public Employees Retirement Fund
Oregon
$166K
VIA
152
Vanguard Investments Australia
Australia
$162K +$179K +4,822 New
KK
153
KLP Kapitalforvaltning
Norway
$158K
BA
154
Ballast Advisors
Minnesota
$157K +$173K +4,667 New
Public Employees Retirement Association of Colorado
155
Public Employees Retirement Association of Colorado
Colorado
$132K
PK
156
Pflug Koory
Nebraska
$126K
TRCT
157
Tower Research Capital (TRC)
New York
$103K +$1K +27 +0.9%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$68.5K +$18.8K +507 +33%
TWC
159
TD Waterhouse Canada
Ontario, Canada
$67.5K
AIP
160
Ameritas Investment Partners
Nebraska
$59.3K
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$55.8K +$1.04K +28 +2%
GI
162
GAMMA Investing
California
$44.9K +$42.5K +1,147 +601%
MAM
163
Meeder Asset Management
Ohio
$41.4K +$45.7K +1,234 New
HI
164
Harbour Investments
Wisconsin
$37.1K +$41K +1,106 New
Ensign Peak Advisors
165
Ensign Peak Advisors
Utah
$36.9K
Ohio Public Employees Retirement System (OPERS)
166
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.3K +$3.19K +86 +9%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$35.7K +$11K +296 +38%
FGAM
168
Financial Gravity Asset Management
Texas
$31.7K
RDFA
169
Ritter Daniher Financial Advisory
Ohio
$31.2K +$222 +6 +0.6%
Royal Bank of Canada
170
Royal Bank of Canada
Ontario, Canada
$31K -$3.93K -106 -10%
PA
171
Parallel Advisors
California
$30.1K +$33.2K +897 New
FFA
172
Farther Finance Advisors
California
$28.2K +$28.4K +768 +1,146%
SCM
173
Sterling Capital Management
North Carolina
$23.7K -$20.3K -547 -44%
Osaic Holdings
174
Osaic Holdings
Arizona
$21.5K -$2.63K -71 -10%
FCMT
175
Founders Capital Management (Texas)
Texas
$13.4K +$14.8K +400 New