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Apogee Enterprises

219 hedge funds and large institutions have $817M invested in Apogee Enterprises in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 83 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.27% more ownership

Funds ownership: 90.02%93.29% (+3.3%)

6% less call options, than puts

Call options by funds: $1.88M | Put options by funds: $1.99M

4% less funds holding

Funds holding: 228219 (-9)

10% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 39

11% less capital invested

Capital invested by funds: $915M → $817M (-$98.4M)

13% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 83

Holders
219
Holders Change
-9
Holders Change %
-3.95%
% of All Funds
2.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
72
Reduced
83
Closed
39
Calls
$1.88M
Puts
$1.99M
Net Calls
-$113K
Net Calls Change
-$730K
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
151
State of Tennessee, Department of Treasury
Tennessee
$222K -$330K -8,002 -59%
Amundi
152
Amundi
France
$214K -$210K -5,100 -51%
Lazard Asset Management
153
Lazard Asset Management
New York
$210K +$22.2K +537 +11%
CWM
154
Congress Wealth Management
Massachusetts
$210K +$5.24K +127 +3%
JIC
155
Johnson Investment Counsel
Ohio
$204K +$16.2K +393 +8%
OPERF
156
Oregon Public Employees Retirement Fund
Oregon
$201K -$4.13K -100 -2%
PFSRSONJ
157
Police & Firemen's Retirement System of New Jersey
New Jersey
$195K
Public Employees Retirement Association of Colorado
158
Public Employees Retirement Association of Colorado
Colorado
$160K
PK
159
Pflug Koory
Nebraska
$153K
TRCT
160
Tower Research Capital (TRC)
New York
$145K +$118K +2,850 +396%
VI
161
Vestcor Inc
New Brunswick, Canada
$142K +$145K +3,507 New
Acadian Asset Management
162
Acadian Asset Management
Massachusetts
$134K +$137K +3,330 New
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$100K +$50.1K +1,214 +98%
ECM
164
EMC Capital Management
Texas
$99K -$139K -3,376 -58%
Simplex Trading
165
Simplex Trading
Illinois
$96K +$86.8K +2,102 +756%
AIP
166
Ameritas Investment Partners
Nebraska
$89.2K
BNP Paribas Financial Markets
167
BNP Paribas Financial Markets
France
$88.3K +$28.2K +684 +46%
TWC
168
TD Waterhouse Canada
Ontario, Canada
$82.8K
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$66.7K -$351K -8,510 -84%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$55.2K -$7.1K -172 -11%
SAM
171
Shell Asset Management
Netherlands
$54K -$6.15K -149 -10%
DekaBank Deutsche Girozentrale
172
DekaBank Deutsche Girozentrale
Germany
$49K
FGC
173
Financial Gravity Companies
Texas
$38.4K +$39K +945 New
Raymond James Financial
174
Raymond James Financial
Florida
$38.2K +$38.8K +941 New
Ohio Public Employees Retirement System (OPERS)
175
Ohio Public Employees Retirement System (OPERS)
Ohio
$30.7K +$4.21K +102 +16%

APOG Hedge Fund Activity: Q2 2025 in Review

219 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q2 2025, worth a combined $817M — down 11% from $915M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of APOG and 35 opened new positions — a net loss of 4 holders — while 83 trimmed existing stakes and 72 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $10.5M. The largest seller was Vanguard Group, cutting an estimated $10.8M.

  • 219 institutional investors held Apogee Enterprises (APOG) as of Q2 2025, down from 228 in Q1 2025.
  • Funds reported $817M of Apogee Enterprises stock for Q2 2025, down 11% quarter-over-quarter.
  • 35 funds opened new Apogee Enterprises positions in Q2 2025 and 39 closed out, a net change of -4 holders.
  • The largest Apogee Enterprises buyer in Q2 2025 was DePrince Race & Zollo Inc (DRZ), an estimated $10.5M added.
  • The largest Apogee Enterprises seller in Q2 2025 was Vanguard Group, an estimated $10.8M sold.

Based on aggregated 13F filings for Q2 2025.