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Apogee Enterprises

212 hedge funds and large institutions have $732M invested in Apogee Enterprises in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 73 increasing their positions, 81 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 → $732M (-$150M)

21% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 38

Holders
212
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
FMII
201
Farmers & Merchants Investments Inc
Nebraska
$583
KG
202
Kilter Group
New York
$583
PWA
203
Physician Wealth Advisors
Utah
$474
MCM
204
MAI Capital Management
Ohio
$474
Optiver Holding
205
Optiver Holding
Netherlands
$437
FHC
206
First Horizon Corporation
Tennessee
$364
IA
207
IFP Advisors
Florida
$328
TFA
208
Transamerica Financial Advisors
Florida
$255
CIBC Private Wealth Group
209
CIBC Private Wealth Group
Georgia
$182
SS
210
Sunbelt Securities
Texas
$182
CMA
211
Cedar Mountain Advisors
Oregon
$146
PCM
212
Palouse Capital Management
Washington
$18
TI
213
TrueMark Investments
Illinois
Wellington Management Group
214
Wellington Management Group
Massachusetts
Walleye Capital
215
Walleye Capital
New York
Macquarie Group
216
Macquarie Group
Australia
PIM
217
Profit Investment Management
Maryland
Assenagon Asset Management
218
Assenagon Asset Management
Luxembourg
Tudor Investment Corp
219
Tudor Investment Corp
Connecticut
B
220
Bailard
California
GCP
221
GSA Capital Partners
United Kingdom
RWM
222
Ritholtz Wealth Management
New York
XT
223
XTX Topco
Cayman Islands
PCM
224
Polymer Capital Management
New York
Connor, Clark & Lunn Investment Management (CC&L)
225
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada