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Apogee Enterprises

218 hedge funds and large institutions have $815M 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
Holders
218
Holders Change
-8
Holders Change %
-3.54%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
72
Reduced
81
Closed
38
Calls
$1.88M
Puts
$1.99M
Net Calls
-$113K
Net Calls Change
-$730K
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$148M -$4.94M -121,693 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$114M -$10.6M -261,770 -9%
Victory Capital Management
3
Victory Capital Management
Texas
$52.5M +$4.95M +121,815 +10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$41.4M -$1.6M -39,379 -4%
SBH
5
Segall Bryant & Hamill
Illinois
$37.6M +$8.19M +201,653 +28%
State Street
6
State Street
Massachusetts
$33.5M -$1.4M -34,435 -4%
American Century Companies
7
American Century Companies
Missouri
$32.2M +$1.36M +33,411 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$22.3M -$254K -6,265 -1%
LSV Asset Management
9
LSV Asset Management
Illinois
$19.6M +$66.8K +1,645 +0.3%
Charles Schwab
10
Charles Schwab
California
$15.6M +$276K +6,810 +2%
Morgan Stanley
11
Morgan Stanley
New York
$12.4M -$1.68M -41,425 -12%
Millennium Management
12
Millennium Management
New York
$11.3M -$1.72M -42,315 -13%
Northern Trust
13
Northern Trust
Illinois
$10.3M -$889K -21,892 -8%
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$10.3M +$10.3M +253,899 New
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$10.2M +$1.98M +48,837 +24%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$9.89M +$3.53M +86,971 +56%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$9.3M -$375K -9,227 -4%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$8.26M +$422K +10,390 +5%
Allianz Asset Management
19
Allianz Asset Management
Germany
$8.05M +$1.1M +27,208 +16%
N
20
Numerai
California
$7.16M +$2.78M +68,487 +64%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$6.77M -$345K -8,498 -5%
Renaissance Technologies
22
Renaissance Technologies
New York
$6.73M +$1.9M +46,800 +39%
Two Sigma Investments
23
Two Sigma Investments
New York
$6.56M +$2.76M +67,974 +73%
UBS Group
24
UBS Group
Switzerland
$6.44M +$625K +15,395 +11%
Ameriprise
25
Ameriprise
Minnesota
$6.44M +$1.05M +25,914 +20%