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Apogee Enterprises
APOG

228 hedge funds and large institutions have $915M invested in Apogee Enterprises in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 84 increasing their positions, 77 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $1.45M | Put options by funds: $833K

9% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 77

4.15% less ownership

Funds ownership: 94.17% → 90.02% (-4.1%)

13% less funds holding

Funds holding: 262 → 228 (-34)

38% less capital invested

Capital invested by funds: $1.48B → $915M (-$560M)

46% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 68

Holders
228
Holders Change
-34
Holders Change %
-12.98%
% of All Funds
3.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
84
Reduced
77
Closed
68
Calls
$1.45M
Puts
$833K
Net Calls
+$617K
Net Calls Change
-$868K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$15M
2
UBS Group
UBS Group
Switzerland
+$6.05M
3
N
Numerai
California
+$5.51M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$5.37M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$5.01M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$26.3M
2
N
Nuveen
North Carolina
-$13.5M
3
Invesco
Invesco
Georgia
-$12.8M
4
PAM
Panagora Asset Management
Massachusetts
-$9.87M
5
Goldman Sachs
Goldman Sachs
New York
-$8.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$175M -$5.49M -107,572 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$142M -$2.57M -50,309 -2%
Victory Capital Management
3
Victory Capital Management
Texas
$54.2M +$750K +14,687 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$49M -$3.58M -70,080 -6%
State Street
5
State Street
Massachusetts
$39.8M -$1.2M -23,549 -3%
American Century Companies
6
American Century Companies
Missouri
$35.2M +$3.51M +68,682 +10%
SBH
7
Segall Bryant & Hamill
Illinois
$33.5M +$3.14M +61,430 +9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$25.7M +$1.3M +25,550 +5%
LSV Asset Management
9
LSV Asset Management
Illinois
$22.3M +$1.29M +25,326 +6%
Charles Schwab
10
Charles Schwab
California
$17.5M -$65.8K -1,288 -0.3%
Morgan Stanley
11
Morgan Stanley
New York
$16M +$1.06M +20,775 +6%
Millennium Management
12
Millennium Management
New York
$14.8M +$15M +292,952 +1,074%
Northern Trust
13
Northern Trust
Illinois
$12.8M -$83.9K -1,644 -0.6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$11M -$545K -10,674 -4%
JP Morgan Chase
15
JP Morgan Chase
New York
$9.38M +$798K +15,624 +8%
Pacer Advisors
16
Pacer Advisors
Pennsylvania
$9.02M -$26.3M -514,264 -73%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$8.95M +$5.01M +98,080 +103%
Invesco
18
Invesco
Georgia
$8.92M -$12.8M -249,930 -56%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$8.12M +$2.7M +52,968 +43%
Allianz Asset Management
20
Allianz Asset Management
Germany
$7.93M +$436K +8,535 +5%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$7.26M -$2.63M -51,483 -25%
ProShare Advisors
22
ProShare Advisors
Maryland
$7.09M +$2.74M +53,710 +54%
Citadel Advisors
23
Citadel Advisors
Florida
$6.77M +$1.99M +39,042 +36%
UBS Group
24
UBS Group
Switzerland
$6.64M +$6.05M +118,485 +477%
Ameriprise
25
Ameriprise
Minnesota
$6.15M +$251K +4,913 +4%
1
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APOG Hedge Fund Activity: Q1 2025 in Review

228 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q1 2025, worth a combined $915M — down 38% from $1.48B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of APOG and 37 opened new positions — a net loss of 31 holders — while 77 trimmed existing stakes and 84 added.

The largest buyer was Millennium Management, adding an estimated $15M. The largest seller was Pacer Advisors, cutting an estimated $26.3M.

  • 228 institutional investors held Apogee Enterprises (APOG) as of Q1 2025, down from 262 in Q4 2024.
  • Funds reported $915M of Apogee Enterprises stock for Q1 2025, down 38% quarter-over-quarter.
  • 37 funds opened new Apogee Enterprises positions in Q1 2025 and 68 closed out, a net change of -31 holders.
  • The largest Apogee Enterprises buyer in Q1 2025 was Millennium Management, an estimated $15M added.
  • The largest Apogee Enterprises seller in Q1 2025 was Pacer Advisors, an estimated $26.3M sold.

Based on aggregated 13F filings for Q1 2025.