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Apogee Enterprises

210 hedge funds and large institutions have $731M invested in Apogee Enterprises in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 80 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 (-$150M)

24% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 38

Holders
210
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
AF
176
Advisornet Financial
Minnesota
$5.43K
Los Angeles Capital Management
177
Los Angeles Capital Management
California
$4.3K
CI
178
CX Institutional
Indiana
$4K
HCA
179
Harbor Capital Advisors
Illinois
$4K
GG
180
Gleason Group
Kentucky
$3.96K
FP
181
Financial Perspectives
Minnesota
$3.64K
BBPWM
182
Blue Bell Private Wealth Management
Pennsylvania
$3.64K
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$3.64K
SL
184
Salomon & Ludwin
Virginia
$3.31K
Barrow, Hanley, Mewhinney & Strauss
185
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.13K
Jones Financial Companies
186
Jones Financial Companies
Missouri
$3.06K
UB
187
UMB Bank
Missouri
$2.8K
FFA
188
Farther Finance Advisors
California
$2.44K
QCG
189
Quadrant Capital Group
Ohio
$2.33K
MIM
190
MTM Investment Management
South Carolina
$1.82K
Pacer Advisors
191
Pacer Advisors
Pennsylvania
$1.71K
SS
192
SBI Securities
Japan
$1.6K
AF
193
Allworth Financial
California
$1.17K
AAP
194
Arax Advisory Partners
Colorado
$1.09K
CPG
195
Cornerstone Planning Group
New Jersey
$1.03K
RIL
196
Rothschild Investment LLC
Illinois
$874
UFF
197
USA Financial Formulas
Michigan
$801
PMAM
198
Picton Mahoney Asset Management
Ontario, Canada
$655
FMII
199
Farmers & Merchants Investments Inc
Nebraska
$583
KG
200
Kilter Group
New York
$583