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Apollo Global Management

1,119 hedge funds and large institutions have $48.2B invested in Apollo Global Management in 2025 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 494 increasing their positions, 331 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

1% less funds holding

Funds holding: 1,1301,119 (-11)

5% less capital invested

Capital invested by funds: $50.8B → $48.2B (-$2.62B)

24% less funds holding in top 10

Funds holding in top 10: 4232 (-10)

Holders
1,119
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.54B
Puts
$2.07B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
626
Icon Wealth Advisors
Texas
$770K
CCM
627
Coldstream Capital Management
Washington
$765K
GFG
628
Greystone Financial Group
Michigan
$758K
BTWM
629
Baker Tilly Wealth Management
Wisconsin
$752K
SFP
630
Shepherd Financial Partners
Massachusetts
$746K
LFAS
631
Level Four Advisory Services
Texas
$742K
LTAS
632
Linden Thomas Advisory Services
North Carolina
$740K
PGF
633
Plan Group Financial
Oklahoma
$725K
VWA
634
Visionary Wealth Advisors
Illinois
$718K
NA
635
Navellier & Associates
Nevada
$704K
FFM
636
Forum Financial Management
Illinois
$700K
WWM
637
Whalen Wealth Management
Nevada
$699K
VVP
638
Venture Visionary Partners
Ohio
$696K
TCM
639
Triumph Capital Management
Colorado
$693K
WCA
640
Westover Capital Advisors
Delaware
$692K
TAM
641
Trust Asset Management
Texas
$686K
FB
642
Fulton Bank
Pennsylvania
$680K
AFM
643
Abbot Financial Management
Massachusetts
$680K
HCM
644
Helios Capital Management
Singapore
$666K
GI
645
GAMMA Investing
California
$664K
AWM
646
Angeles Wealth Management
California
$664K
CIA
647
Compass Ion Advisors
Pennsylvania
$660K
VWM
648
Valley Wealth Managers
New Jersey
$656K
WP
649
Westmount Partners
California
$650K
SWP
650
Sagespring Wealth Partners
Tennessee
$649K