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Apogee Enterprises

212 hedge funds and large institutions have $732M invested in Apogee Enterprises in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 73 increasing their positions, 81 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 → $732M (-$150M)

21% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 38

Holders
212
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
C
176
Covestor
United Kingdom
$6K
AF
177
Advisornet Financial
Minnesota
$5.43K
Los Angeles Capital Management
178
Los Angeles Capital Management
California
$4.3K
CI
179
CX Institutional
Indiana
$4K
HCA
180
Harbor Capital Advisors
Illinois
$4K
GG
181
Gleason Group
Kentucky
$3.96K
BBPWM
182
Blue Bell Private Wealth Management
Pennsylvania
$3.64K
FP
183
Financial Perspectives
Minnesota
$3.64K
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$3.64K
SL
185
Salomon & Ludwin
Virginia
$3.31K
Barrow, Hanley, Mewhinney & Strauss
186
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.13K
Jones Financial Companies
187
Jones Financial Companies
Missouri
$3.06K
UB
188
UMB Bank
Missouri
$2.8K
FFA
189
Farther Finance Advisors
California
$2.44K
QCG
190
Quadrant Capital Group
Ohio
$2.33K
MIM
191
MTM Investment Management
South Carolina
$1.82K
Pacer Advisors
192
Pacer Advisors
Pennsylvania
$1.71K
SS
193
SBI Securities
Japan
$1.6K
AF
194
Allworth Financial
California
$1.17K
AAP
195
Arax Advisory Partners
Colorado
$1.09K
CPG
196
Cornerstone Planning Group
New Jersey
$1.03K
EP
197
Essential Partners
California
$1.02K
RIL
198
Rothschild Investment LLC
Illinois
$874
UFF
199
USA Financial Formulas
Michigan
$801
PMAM
200
Picton Mahoney Asset Management
Ontario, Canada
$655