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Apogee Enterprises

225 hedge funds and large institutions have $882M invested in Apogee Enterprises in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 66 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $2.29M | Put options by funds: $1.25M

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

8% more capital invested

Capital invested by funds: $817M → $882M (+$65.4M)

3% more funds holding

Funds holding: 219225 (+6)

1.13% more ownership

Funds ownership: 93.29%94.42% (+1.1%)

25% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 88

Holders
225
Holders Change
+6
Holders Change %
+2.74%
% of All Funds
2.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
66
Reduced
88
Closed
29
Calls
$2.29M
Puts
$1.25M
Net Calls
+$1.04M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$158M -$946K -22,037 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$107M -$14.6M -339,863 -12%
Victory Capital Management
3
Victory Capital Management
Texas
$53.2M -$3.07M -71,442 -6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$44.2M -$214K -4,976 -0.5%
SBH
5
Segall Bryant & Hamill
Illinois
$41.7M +$1.35M +31,461 +3%
American Century Companies
6
American Century Companies
Missouri
$36M +$1.33M +31,090 +4%
State Street
7
State Street
Massachusetts
$35.7M -$212K -4,947 -0.6%
AAM
8
ACK Asset Management
Connecticut
$30.8M +$30.4M +708,000 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$22.9M -$996K -23,196 -4%
DRZID
10
DePrince Race & Zollo Inc (DRZ)
Florida
$21.8M +$10.6M +246,529 +97%
LSV Asset Management
11
LSV Asset Management
Illinois
$20.8M -$253K -5,900 -1%
Millennium Management
12
Millennium Management
New York
$18.2M +$5.97M +139,014 +50%
Charles Schwab
13
Charles Schwab
California
$17.7M +$959K +22,337 +6%
Morgan Stanley
14
Morgan Stanley
New York
$12.2M -$1.11M -25,813 -8%
JP Morgan Chase
15
JP Morgan Chase
New York
$11.9M +$934K +21,764 +9%
Allianz Asset Management
16
Allianz Asset Management
Germany
$11.7M +$3.03M +70,626 +36%
Northern Trust
17
Northern Trust
Illinois
$11.1M -$3K -70 -0%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$10M -$555K -12,926 -5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$9.97M -$10.5K -244 -0.1%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$9.86M +$981K +22,851 +11%
UBS Group
21
UBS Group
Switzerland
$9.45M +$2.49M +58,073 +37%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$8.67M +$1.38M +32,200 +19%
N
23
Nuveen
North Carolina
$8.44M +$6.13M +142,775 +281%
Ameriprise
24
Ameriprise
Minnesota
$6.48M -$424K -9,869 -6%
ProShare Advisors
25
ProShare Advisors
Maryland
$6.38M -$456K -10,633 -7%

APOG Hedge Fund Activity: Q3 2025 in Review

225 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q3 2025, worth a combined $882M — up 8% from $817M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new APOG positions and 29 closed out — a net gain of 9 holders — while 66 added to existing stakes and 88 trimmed.

The largest buyer was ACK Asset Management, opening a new position worth an estimated $30.4M. The largest seller was Vanguard Group, cutting an estimated $14.6M.

  • 225 institutional investors held Apogee Enterprises (APOG) as of Q3 2025, up from 219 in Q2 2025.
  • Funds reported $882M of Apogee Enterprises stock for Q3 2025, up 8% quarter-over-quarter.
  • 38 funds opened new Apogee Enterprises positions in Q3 2025 and 29 closed out, a net change of +9 holders.
  • The largest Apogee Enterprises buyer in Q3 2025 was ACK Asset Management, an estimated $30.4M added.
  • The largest Apogee Enterprises seller in Q3 2025 was Vanguard Group, an estimated $14.6M sold.

Based on aggregated 13F filings for Q3 2025.