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Apogee Enterprises

208 hedge funds and large institutions have $731M invested in Apogee Enterprises in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 79 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 → $731M (-$151M)

26% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 38

Holders
208
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
Optiver Holding
201
Optiver Holding
Netherlands
$437
FHC
202
First Horizon Corporation
Tennessee
$364
IA
203
IFP Advisors
Florida
$328
TFA
204
Transamerica Financial Advisors
Florida
$255
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$182
SS
206
Sunbelt Securities
Texas
$182
CMA
207
Cedar Mountain Advisors
Oregon
$146
PCM
208
Palouse Capital Management
Washington
$18
TI
209
TrueMark Investments
Illinois
Wellington Management Group
210
Wellington Management Group
Massachusetts
Walleye Capital
211
Walleye Capital
New York
Macquarie Group
212
Macquarie Group
Australia
PIM
213
Profit Investment Management
Maryland
Assenagon Asset Management
214
Assenagon Asset Management
Luxembourg
Tudor Investment Corp
215
Tudor Investment Corp
Connecticut
B
216
Bailard
California
GCP
217
GSA Capital Partners
United Kingdom
RWM
218
Ritholtz Wealth Management
New York
XT
219
XTX Topco
Cayman Islands
PCM
220
Polymer Capital Management
New York
Connor, Clark & Lunn Investment Management (CC&L)
221
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
BC
222
Burney Company
Virginia
KeyBank National Association
223
KeyBank National Association
Ohio
JIC
224
Johnson Investment Counsel
Ohio
COPPSERS
225
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania