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Apogee Enterprises

219 hedge funds and large institutions have $818M invested in Apogee Enterprises in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 81 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

11% less capital invested

Capital invested by funds: $915M → $818M (-$97.5M)

11% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 81

Holders
219
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
$1.88M
Puts
$1.99M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
201
SBI Securities
Japan
$1.75K
UB
202
UMB Bank
Missouri
$1.54K
PWMG
203
Private Wealth Management Group
New Jersey
$1.38K
IA
204
IFP Advisors
Florida
$1.38K
RIL
205
Rothschild Investment LLC
Illinois
$1.01K
Bessemer Group
206
Bessemer Group
New Jersey
$1K
PMAM
207
Picton Mahoney Asset Management
Ontario, Canada
$1K
FMII
208
Farmers & Merchants Investments Inc
Nebraska
$731
KG
209
Kilter Group
New York
$650
PS
210
Principal Securities
Iowa
$568
CT
211
Clearstead Trust
Maine
$528
PFBT
212
Parkside Financial Bank & Trust
Missouri
$488
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$487
BCMLT
214
Beacon Capital Management LLC (Tennessee)
Tennessee
$411
FHA
215
First Horizon Advisors
Tennessee
$406
AF
216
Allworth Financial
California
$285
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$122
CIAM
218
Caitong International Asset Management
Hong Kong
$122
RA
219
Rise Advisors
New York
$110
PCM
220
Palouse Capital Management
Washington
$20
First Trust Advisors
221
First Trust Advisors
Illinois
Janney Montgomery Scott
222
Janney Montgomery Scott
Pennsylvania
Baird Financial Group
223
Baird Financial Group
Wisconsin
ECM
224
ExodusPoint Capital Management
New York
AC
225
Arjuna Capital
North Carolina