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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
CI
176
CX Institutional
Indiana
$4K
HCA
177
Harbor Capital Advisors
Illinois
$4K
GG
178
Gleason Group
Kentucky
$3.96K
FP
179
Financial Perspectives
Minnesota
$3.64K
BBPWM
180
Blue Bell Private Wealth Management
Pennsylvania
$3.64K
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$3.64K
SL
182
Salomon & Ludwin
Virginia
$3.31K
Barrow, Hanley, Mewhinney & Strauss
183
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.13K
Jones Financial Companies
184
Jones Financial Companies
Missouri
$3.06K
UB
185
UMB Bank
Missouri
$2.8K
FFA
186
Farther Finance Advisors
California
$2.44K
QCG
187
Quadrant Capital Group
Ohio
$2.33K
MIM
188
MTM Investment Management
South Carolina
$1.82K
Pacer Advisors
189
Pacer Advisors
Pennsylvania
$1.71K
SS
190
SBI Securities
Japan
$1.6K
AF
191
Allworth Financial
California
$1.17K
AAP
192
Arax Advisory Partners
Colorado
$1.09K
CPG
193
Cornerstone Planning Group
New Jersey
$1.03K
RIL
194
Rothschild Investment LLC
Illinois
$874
UFF
195
USA Financial Formulas
Michigan
$801
PMAM
196
Picton Mahoney Asset Management
Ontario, Canada
$655
FMII
197
Farmers & Merchants Investments Inc
Nebraska
$583
KG
198
Kilter Group
New York
$583
PWA
199
Physician Wealth Advisors
Utah
$474
MCM
200
MAI Capital Management
Ohio
$474