We are live on ! Find out more
APG icon

APi Group

573 hedge funds and large institutions have $14.1B invested in APi Group in 2026 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 222 increasing their positions, 178 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

515% more call options, than puts

Call options by funds: $96.7M | Put options by funds: $15.7M

187% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 38

25% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 178

12% more funds holding

Funds holding: 511573 (+62)

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

5% more capital invested

Capital invested by funds: $13.4B → $14.1B (+$718M)

3.4% less ownership

Funds ownership: 84.1%80.7% (-3.4%)

Holders
573
Holders Change
+62
Holders Change %
+12.13%
% of All Funds
7.06%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.23%
New
109
Increased
222
Reduced
178
Closed
38
Calls
$96.7M
Puts
$15.7M
Net Calls
+$80.9M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
376
Concurrent Investment Advisors
Florida
$420K +$51.9K +1,224 +13%
OIA
377
OneDigital Investment Advisors
Kansas
$417K -$121K -2,852 -22%
CG
378
Cynosure Group
Utah
$415K -$118K -2,782 -21%
TWP
379
Triad Wealth Partners
Kansas
$415K +$12K +283 +3%
BFG
380
Bleakley Financial Group
New Jersey
$412K +$431K +10,157 New
WSFS
381
Wilmington Savings Fund Society
Delaware
$406K
ECP
382
Elwood Capital Partners
New York
$405K +$424K +10,000 New
SW
383
Simplicity Wealth
New Jersey
$398K +$70.8K +1,669 +20%
BAG
384
Bauman Advisory Group
Nevada
$398K +$416K +9,815 New
CRC
385
Curi RMB Capital
Illinois
$397K -$2.46K -58 -0.6%
FFA
386
Fragasso Financial Advisors
Pennsylvania
$391K +$5.47K +129 +1%
PA
387
Profund Advisors
Maryland
$389K +$56.3K +1,328 +16%
S
388
Storgate
Texas
$387K +$59.4K +1,400 +17%
EIA
389
Emerald Investment Advisers
Pennsylvania
$387K +$405K +9,541 New
BBPWM
390
Blue Bell Private Wealth Management
Pennsylvania
$383K +$401K +9,457 New
SFA
391
Sequoia Financial Advisors
Ohio
$370K -$231K -5,444 -37%
Pathstone Holdings
392
Pathstone Holdings
New Jersey
$368K +$14.5K +342 +4%
CCIA
393
Campbell & Co Investment Adviser
Maryland
$362K +$379K +8,944 New
MYAM
394
Meiji Yasuda Asset Management
Japan
$359K +$15.2K +358 +4%
WPC
395
Wedmont Private Capital
Pennsylvania
$354K +$17.8K +421 +5%
CC
396
Clearwave Capital
California
$352K +$369K +8,698 New
SWA
397
SFMG Wealth Advisors
Texas
$348K
QCM
398
QRG Capital Management
Illinois
$342K +$36.4K +859 +11%
EIG
399
Ellenbecker Investment Group
Wisconsin
$342K +$13K +306 +4%
PCS
400
Personal CFO Solutions
New Jersey
$341K +$20.4K +481 +6%