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Apollo Global Management

1,123 hedge funds and large institutions have $50.7B invested in Apollo Global Management in 2025 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 489 increasing their positions, 353 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,123
Holders Change
+39
Holders Change %
+3.6%
% of All Funds
15.06%
Holding in Top 10
42
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.51%
% of All Funds
0.56%
New
141
Increased
489
Reduced
353
Closed
85
Calls
$2.94B
Puts
$2.4B
Net Calls
+$539M
Net Calls Change
+$25.9M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
951
Heritage Wealth Advisors
Virginia
$156K
SWA
952
SOA Wealth Advisors
New York
$153K
CIA
953
Cape Investment Advisory
Georgia
$144K
BCM
954
Berbice Capital Management
New York
$142K
CAL
955
Capital Analysts LLC
Pennsylvania
$142K
GFL
956
Granite FO LLC
New Hampshire
$135K
GM
957
GeoWealth Management
Illinois
$129K +$31.5K +222 +32%
PWA
958
Provenance Wealth Advisors
Florida
$125K +$125K +884 New
NC
959
North Capital
Utah
$116K
MA
960
Montag & Associates
Georgia
$113K
PFBT
961
Parkside Financial Bank & Trust
Missouri
$111K +$15.5K +109 +16%
HI
962
Harbour Investments
Wisconsin
$111K +$46.2K +326 +71%
Optiver Holding
963
Optiver Holding
Netherlands
$108K +$75.3K +531 +233%
EWA
964
EverSource Wealth Advisors
Alabama
$105K +$426 +3 +0.4%
BWL
965
Bogart Wealth LLC
Virginia
$103K +$142 +1 +0.1%
HAP
966
Harbor Asset Planning
Massachusetts
$103K +$103K +726 New
BCWM
967
Bartlett & Co Wealth Management
Ohio
$103K +$42.3K +298 +70%
UBP
968
Union Bancaire Privee
Switzerland
$102K -$93.1K -815 -48%
MWA
969
Moser Wealth Advisors
Washington
$95.9K
TC
970
Truvestments Capital
Florida
$95.3K -$2.7K -19 -3%
CPG
971
Cornerstone Planning Group
New Jersey
$86.8K -$2.77K -19 -3%
OCM
972
Orion Capital Management
California
$85.1K
WTC
973
WhitTier Trust Company
Nevada
$84.6K
IUHSA
974
Itau Unibanco Holding S.A.
Brazil
$83.7K -$10.8K -76 -11%
SS
975
Sunbelt Securities
Texas
$79.9K