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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
SS
201
SBI Securities
Japan
$1.48K
TPWA
202
Twin Peaks Wealth Advisors
California
$1.48K +$1.63K +44 New
ASN
203
Advisory Services Network
Georgia
$1.41K +$1.56K +42 New
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$804 +$889 +24 New
FFO
205
Fortitude Family Office
Arizona
$771 +$852 +23 New
RIL
206
Rothschild Investment LLC
Illinois
$738 -$74 -2 -8%
IPS
207
Investors Portfolio Services
Washington
$730 +$778 +21 New
IA
208
IFP Advisors
Florida
$671 +$407 +11 +122%
AAP
209
Arax Advisory Partners
Colorado
$605 -$445 -12 -40%
PMAM
210
Picton Mahoney Asset Management
Ontario, Canada
$604
RFP
211
Root Financial Partners
California
$604 +$667 +18 New
TM
212
Torren Management
California
$470 -$19.2K -517 -97%
FMII
213
Farmers & Merchants Investments Inc
Nebraska
$470 -$74 -2 -13%
MPWT
214
MassMutual Private Wealth & Trust
Connecticut
$369 +$407 +11 New
FHC
215
First Horizon Corporation
Tennessee
$335
GWM
216
Gilpin Wealth Management
Colorado
$269 +$296 +8 New
EP
217
Essential Partners
California
$168 -$852 -23 -82%
MCM
218
MAI Capital Management
Ohio
$101 -$370 -10 -77%
CMA
219
Cedar Mountain Advisors
Oregon
$101 -$37 -1 -25%
PCM
220
Palouse Capital Management
Washington
$17
DRZID
221
DePrince Race & Zollo Inc (DRZ)
Florida
-$31M -852,351 Closed
AAM
222
ACK Asset Management
Connecticut
-$29.6M -813,000 Closed
Two Sigma Advisers
223
Two Sigma Advisers
New York
-$4.27M -117,400 Closed
Verition Fund Management
224
Verition Fund Management
Connecticut
-$1.76M -48,320 Closed
II
225
Ishara Investments
California
-$1.89M -25,000 Closed