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Apollo Global Management

939 hedge funds and large institutions have $41.1B invested in Apollo Global Management in 2024 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 350 increasing their positions, 294 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 64

43% more funds holding in top 10

Funds holding in top 10: 3753 (+16)

25% more call options, than puts

Call options by funds: $972M | Put options by funds: $780M

19% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 294

7% more capital invested

Capital invested by funds: $38.3B → $41.1B (+$2.86B)

5% more funds holding

Funds holding: 892939 (+47)

1.32% more ownership

Funds ownership: 59.93%61.25% (+1.3%)

Holders
939
Holders Change
+47
Holders Change %
+5.27%
% of All Funds
13.56%
Holding in Top 10
53
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+43.24%
% of All Funds
0.77%
New
121
Increased
350
Reduced
294
Closed
64
Calls
$972M
Puts
$780M
Net Calls
+$192M
Net Calls Change
+$196M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
826
Mather Group
Illinois
$81.3K +$73.2K +645 +827%
MWA
827
Moser Wealth Advisors
Washington
$79.8K
AF
828
Allworth Financial
California
$76.9K +$4.08K +36 +6%
WTC
829
WhitTier Trust Company
Nevada
$75.8K -$1.02K -9 -1%
OCM
830
Orion Capital Management
California
$70.8K
MSWM
831
Mowery & Schoenfeld Wealth Management
Illinois
$63K +$60.6K +534 New
CPG
832
Cornerstone Planning Group
New Jersey
$60.3K -$3.75K -33 -5%
JWM
833
Janiczek Wealth Management
Colorado
$60.1K
SS
834
Sunbelt Securities
Texas
$57.1K
CA
835
Clearstead Advisors
Ohio
$56.3K
CFGS
836
Concourse Financial Group Securities
Alabama
$56.2K -$17.6K -155 -25%
EWA
837
EverSource Wealth Advisors
Alabama
$55.4K +$3.18K +28 +7%
MPWT
838
MassMutual Private Wealth & Trust
Connecticut
$54.8K +$39.3K +346 +293%
CSWM
839
Cassady Schiller Wealth Management
Ohio
$53.8K
ME
840
McIlrath & Eck
Washington
$53.6K
CWM
841
Compass Wealth Management
Connecticut
$52.7K
HCP
842
Hexagon Capital Partners
Arkansas
$51.5K -$4.54K -40 -8%
HBW
843
Hazlett, Burt & Watson
West Virginia
$51K
WTA
844
Washington Trust Advisors
Massachusetts
$49.6K -$454 -4 -0.9%
RTC
845
Riverview Trust Company
Washington
$47.3K
ADL
846
Asset Dedication LLC
California
$45.3K
FIM
847
FWL Investment Management
Texas
$45K
CFO
848
CVA Family Office
Colorado
$43K -$567 -5 -1%
TWD
849
True Wealth Design
Ohio
$41.9K -$1.14K -10 -3%
AA
850
Ancora Advisors
Ohio
$36.6K