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Apollo Global Management

1,084 hedge funds and large institutions have $48.5B invested in Apollo Global Management in 2025 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 475 increasing their positions, 332 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,084
Holders Change
-30
Holders Change %
-2.69%
% of All Funds
14.72%
Holding in Top 10
37
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-28.85%
% of All Funds
0.5%
New
135
Increased
475
Reduced
332
Closed
142
Calls
$2.8B
Puts
$2.29B
Net Calls
+$513M
Net Calls Change
-$722M
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
701
Visionary Wealth Advisors
Illinois
$500K +$39.7K +290 +9%
JSAM
702
J. Safra Asset Management
New York
$497K +$67.5K +493 +16%
DAS
703
Dynamic Advisor Solutions
Arizona
$495K +$81.9K +598 +20%
SAM
704
Strategy Asset Managers
California
$494K +$494K +3,607 New
SDWIA
705
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$493K -$54.8K -400 -10%
VR
706
Valued Retirements
Texas
$493K
MYIA
707
Mount Yale Investment Advisors
Colorado
$492K +$492K +3,590 New
IAA
708
Independent Advisor Alliance
North Carolina
$489K +$18.6K +136 +4%
CRI
709
Colonial River Investments
Virginia
$488K +$488K +3,563 New
EA
710
Emerald Advisers
Pennsylvania
$486K -$27.1K -198 -5%
IWM
711
IHT Wealth Management
Illinois
$481K -$84.4K -616 -15%
AFC
712
AFT Forsyth & Company
Florida
$479K
SFPG
713
Stonebridge Financial Planning Group
Florida
$479K
BCM
714
Brookstone Capital Management
Illinois
$478K +$112K +819 +31%
NWAG
715
Net Worth Advisory Group
Utah
$476K -$16.7K -122 -3%
EWA
716
Exencial Wealth Advisors
Oklahoma
$471K +$1.23K +9 +0.3%
GSEP
717
Golden State Equity Partners
California
$468K -$14.4K -105 -3%
KWA
718
Kingswood Wealth Advisors
California
$467K -$280K -2,029 -37%
ECM
719
Evergreen Capital Management
Washington
$467K +$66.3K +484 +17%
RRAM
720
River Road Asset Management
Kentucky
$466K +$466K +3,405 New
VCM
721
Vivaldi Capital Management
Illinois
$466K +$2.88K +21 +0.6%
KA
722
Kovack Advisors
Florida
$461K +$2.88K +21 +0.6%
FPAS
723
Focus Partners Advisor Solutions
Missouri
$458K +$151K +1,099 +49%
CCM
724
Coldstream Capital Management
Washington
$446K +$55.5K +405 +14%
PI
725
Pettee Investors
Connecticut
$445K