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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
SS
201
SBI Securities
Japan
$1.75K +$206 +5 +13%
UB
202
UMB Bank
Missouri
$1.54K -$3.63K -88 -70%
PWMG
203
Private Wealth Management Group
New Jersey
$1.38K +$1.4K +34 New
IA
204
IFP Advisors
Florida
$1.38K
RIL
205
Rothschild Investment LLC
Illinois
$1.01K -$2.06K -50 -67%
Bessemer Group
206
Bessemer Group
New Jersey
$1K -$2.1K -51 -71%
PMAM
207
Picton Mahoney Asset Management
Ontario, Canada
$1K
FMII
208
Farmers & Merchants Investments Inc
Nebraska
$731
KG
209
Kilter Group
New York
$650 +$660 +16 New
PS
210
Principal Securities
Iowa
$568
CT
211
Clearstead Trust
Maine
$528 +$537 +13 New
PFBT
212
Parkside Financial Bank & Trust
Missouri
$488 -$2.48K -60 -83%
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$487 -$3.42K -83 -87%
BCMLT
214
Beacon Capital Management LLC (Tennessee)
Tennessee
$411
FHA
215
First Horizon Advisors
Tennessee
$406 -$1.69K -41 -80%
AF
216
Allworth Financial
California
$285
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$122 -$1.94K -47 -94%
CIAM
218
Caitong International Asset Management
Hong Kong
$122 +$83 +2 +200%
RA
219
Rise Advisors
New York
$110
PCM
220
Palouse Capital Management
Washington
$20
First Trust Advisors
221
First Trust Advisors
Illinois
-$2.39M -51,575 Closed
Janney Montgomery Scott
222
Janney Montgomery Scott
Pennsylvania
-$1.39M -29,914 Closed
Baird Financial Group
223
Baird Financial Group
Wisconsin
-$989K -21,348 Closed
ECM
224
ExodusPoint Capital Management
New York
-$824K -17,795 Closed
AC
225
Arjuna Capital
North Carolina
-$706K -15,244 Closed

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.