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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
FFA
176
Farther Finance Advisors
California
$26.9K -$13.7K -332 -33%
SCM
177
Sterling Capital Management
North Carolina
$23.2K +$12.7K +308 +117%
STB
178
S&T Bank
Pennsylvania
$23.1K
Osaic Holdings
179
Osaic Holdings
Arizona
$19.4K -$4.87K -118 -20%
GIM
180
Glenmede Investment Management
Pennsylvania
$15.5K +$15.8K +383 New
QL
181
Quarry LP
New York
$13.9K -$61.9K -1,499 -81%
GI
182
GAMMA Investing
California
$13.6K +$4.25K +103 +44%
VCM
183
Versant Capital Management
Arizona
$13K -$5.9K -143 -31%
PP
184
Pacifica Partners
Canada
$10.5K
EWA
185
EverSource Wealth Advisors
Alabama
$9.22K -$2.72K -66 -23%
C
186
Covestor
United Kingdom
$9K +$537 +13 +6%
SAM
187
Smartleaf Asset Management
Massachusetts
$8.82K -$2.97K -72 -26%
S
188
SignatureFD
Georgia
$8.73K +$5.2K +126 +142%
BNP Paribas Asset Management
189
BNP Paribas Asset Management
France
$7K +$7.43K +180 New
HCA
190
Harbor Capital Advisors
Illinois
$5K +$578 +14 +14%
HFS
191
Hantz Financial Services
Michigan
$5K +$3.96K +96 +384%
GG
192
Gleason Group
Kentucky
$4.39K
AF
193
Advisornet Financial
Minnesota
$4.33K +$41 +1 +0.9%
BBPWM
194
Blue Bell Private Wealth Management
Pennsylvania
$4.06K
FP
195
Financial Perspectives
Minnesota
$4.06K
BIG
196
Brooklyn Investment Group
New York
$3.9K -$15.4K -373 -80%
FFO
197
Fortitude Family Office
Arizona
$2.88K +$2.93K +71 New
AAP
198
Arax Advisory Partners
Colorado
$2.68K +$2.44K +59 +843%
Jones Financial Companies
199
Jones Financial Companies
Missouri
$2.6K +$495 +12 +24%
MIM
200
MTM Investment Management
South Carolina
$2.03K +$2.06K +50 New

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.