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Apogee Enterprises

219 hedge funds and large institutions have $817M invested in Apogee Enterprises in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 83 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.27% more ownership

Funds ownership: 90.02%93.29% (+3.3%)

6% less call options, than puts

Call options by funds: $1.88M | Put options by funds: $1.99M

4% less funds holding

Funds holding: 228219 (-9)

10% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 39

11% less capital invested

Capital invested by funds: $915M → $817M (-$98.4M)

13% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 83

Holders
219
Holders Change
-9
Holders Change %
-3.95%
% of All Funds
2.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
72
Reduced
83
Closed
39
Calls
$1.88M
Puts
$1.99M
Net Calls
-$113K
Net Calls Change
-$730K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$148M -$5.02M -121,693 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$114M -$10.8M -261,770 -9%
Victory Capital Management
3
Victory Capital Management
Texas
$52.5M +$5.03M +121,815 +10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$41.4M -$1.63M -39,379 -4%
SBH
5
Segall Bryant & Hamill
Illinois
$37.6M +$8.32M +201,653 +28%
State Street
6
State Street
Massachusetts
$33.5M -$1.42M -34,435 -4%
American Century Companies
7
American Century Companies
Missouri
$32.2M +$1.38M +33,411 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$22.3M -$259K -6,265 -1%
LSV Asset Management
9
LSV Asset Management
Illinois
$19.6M +$67.9K +1,645 +0.3%
Charles Schwab
10
Charles Schwab
California
$15.6M +$281K +6,810 +2%
Morgan Stanley
11
Morgan Stanley
New York
$12.4M -$1.71M -41,425 -12%
Millennium Management
12
Millennium Management
New York
$11.3M -$1.75M -42,315 -13%
Northern Trust
13
Northern Trust
Illinois
$10.3M -$903K -21,892 -8%
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$10.3M +$10.5M +253,899 New
JP Morgan Chase
15
JP Morgan Chase
New York
$10.2M +$2.02M +48,837 +24%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$9.89M +$3.59M +86,971 +56%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$9.3M -$381K -9,227 -4%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$8.26M +$429K +10,390 +5%
Allianz Asset Management
19
Allianz Asset Management
Germany
$8.05M +$1.12M +27,208 +16%
N
20
Numerai
California
$7.16M +$2.83M +68,487 +64%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$6.77M -$351K -8,498 -5%
Renaissance Technologies
22
Renaissance Technologies
New York
$6.73M +$1.93M +46,800 +39%
Two Sigma Investments
23
Two Sigma Investments
New York
$6.56M +$2.81M +67,974 +73%
UBS Group
24
UBS Group
Switzerland
$6.44M +$635K +15,395 +11%
Ameriprise
25
Ameriprise
Minnesota
$6.44M +$1.07M +25,914 +20%

APOG Hedge Fund Activity: Q2 2025 in Review

219 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q2 2025, worth a combined $817M — down 11% from $915M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of APOG and 35 opened new positions — a net loss of 4 holders — while 83 trimmed existing stakes and 72 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $10.5M. The largest seller was Vanguard Group, cutting an estimated $10.8M.

  • 219 institutional investors held Apogee Enterprises (APOG) as of Q2 2025, down from 228 in Q1 2025.
  • Funds reported $817M of Apogee Enterprises stock for Q2 2025, down 11% quarter-over-quarter.
  • 35 funds opened new Apogee Enterprises positions in Q2 2025 and 39 closed out, a net change of -4 holders.
  • The largest Apogee Enterprises buyer in Q2 2025 was DePrince Race & Zollo Inc (DRZ), an estimated $10.5M added.
  • The largest Apogee Enterprises seller in Q2 2025 was Vanguard Group, an estimated $10.8M sold.

Based on aggregated 13F filings for Q2 2025.