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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
PWPS
176
Pinnacle Wealth Planning Services
Ohio
$12.1K -$33.5K -904 -71%
BNP Paribas Asset Management
177
BNP Paribas Asset Management
France
$10.6K +$2.22K +60 +23%
EWA
178
EverSource Wealth Advisors
Alabama
$10.2K +$1.45K +39 +15%
HCA
179
Harbor Capital Advisors
Illinois
$9K +$5.33K +144 +129%
VCM
180
Versant Capital Management
Arizona
$8.82K
C
181
Covestor
United Kingdom
$7K +$1.19K +32 +18%
SAM
182
Smartleaf Asset Management
Massachusetts
$6.71K +$185 +5 +2%
TCM
183
TD Capital Management
Tennessee
$6.71K +$7.41K +200 New
HFS
184
Hantz Financial Services
Michigan
$6K -$40.1K -1,083 -86%
KG
185
Kilter Group
New York
$5.6K +$5.59K +151 +944%
Simplex Trading
186
Simplex Trading
Illinois
$5.43K +$6K +162 New
AF
187
Advisornet Financial
Minnesota
$5K
GG
188
Gleason Group
Kentucky
$3.67K
BBPWM
189
Blue Bell Private Wealth Management
Pennsylvania
$3.35K
FP
190
Financial Perspectives
Minnesota
$3.35K
Jones Financial Companies
191
Jones Financial Companies
Missouri
$3.06K +$370 +10 +12%
Pacer Advisors
192
Pacer Advisors
Pennsylvania
$3K +$1.04K +28 +60%
Barrow, Hanley, Mewhinney & Strauss
193
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.92K +$37 +1 +1%
UB
194
UMB Bank
Missouri
$2.88K +$333 +9 +12%
QL
195
Quarry LP
New York
$2.18K -$19.8K -534 -89%
QCG
196
Quadrant Capital Group
Ohio
$2.15K
CI
197
CX Institutional
Indiana
$2K -$1.96K -53 -52%
AF
198
Allworth Financial
California
$1.98K +$1K +27 +84%
MIM
199
MTM Investment Management
South Carolina
$1.68K
SL
200
Salomon & Ludwin
Virginia
$1.67K -$1.45K -39 -44%