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Apogee Enterprises

225 hedge funds and large institutions have $882M invested in Apogee Enterprises in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 66 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $2.29M | Put options by funds: $1.25M

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

8% more capital invested

Capital invested by funds: $817M → $882M (+$65.4M)

3% more funds holding

Funds holding: 219225 (+6)

1.13% more ownership

Funds ownership: 93.29%94.42% (+1.1%)

25% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 88

Holders
225
Holders Change
+6
Holders Change %
+2.74%
% of All Funds
2.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
66
Reduced
88
Closed
29
Calls
$2.29M
Puts
$1.25M
Net Calls
+$1.04M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
201
Private Wealth Management Group
New Jersey
$1.48K
SL
202
Salomon & Ludwin
Virginia
$1.47K +$1.42K +33 New
WANY
203
Wealthspire Advisors (New York)
New York
$1.35K +$1.33K +31 New
EP
204
Essential Partners
California
$1.31K +$1.29K +30 New
CA
205
Clearstead Advisors
Ohio
$1.18K +$1.16K +27 New
PMAM
206
Picton Mahoney Asset Management
Ontario, Canada
$1K
RIL
207
Rothschild Investment LLC
Illinois
$871 -$215 -5 -20%
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$828 +$300 +7 +58%
KG
209
Kilter Group
New York
$698
FMII
210
Farmers & Merchants Investments Inc
Nebraska
$697 -$86 -2 -11%
PWA
211
Physician Wealth Advisors
Utah
$654 +$644 +15 New
PS
212
Principal Securities
Iowa
$610
TWD
213
True Wealth Design
Ohio
$610 +$601 +14 New
CT
214
Clearstead Trust
Maine
$567
AF
215
Allworth Financial
California
$480 +$172 +4 +57%
CMA
216
Cedar Mountain Advisors
Oregon
$479 +$472 +11 New
FHC
217
First Horizon Corporation
Tennessee
$436 +$429 +10 New
PFBT
218
Parkside Financial Bank & Trust
Missouri
$393 -$129 -3 -25%
LFG
219
Larson Financial Group
Missouri
$392 +$386 +9 New
TFA
220
Transamerica Financial Advisors
Florida
$349 +$343 +8 New
IA
221
IFP Advisors
Florida
$218 +$215 +5 New
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$131
RA
223
Rise Advisors
New York
$118
ASN
224
Advisory Services Network
Georgia
$87 +$86 +2 New
PCM
225
Palouse Capital Management
Washington
$22

APOG Hedge Fund Activity: Q3 2025 in Review

225 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q3 2025, worth a combined $882M — up 8% from $817M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new APOG positions and 29 closed out — a net gain of 9 holders — while 66 added to existing stakes and 88 trimmed.

The largest buyer was ACK Asset Management, opening a new position worth an estimated $30.4M. The largest seller was Vanguard Group, cutting an estimated $14.6M.

  • 225 institutional investors held Apogee Enterprises (APOG) as of Q3 2025, up from 219 in Q2 2025.
  • Funds reported $882M of Apogee Enterprises stock for Q3 2025, up 8% quarter-over-quarter.
  • 38 funds opened new Apogee Enterprises positions in Q3 2025 and 29 closed out, a net change of +9 holders.
  • The largest Apogee Enterprises buyer in Q3 2025 was ACK Asset Management, an estimated $30.4M added.
  • The largest Apogee Enterprises seller in Q3 2025 was Vanguard Group, an estimated $14.6M sold.

Based on aggregated 13F filings for Q3 2025.