Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Apollo Global Mgmt Inc (APO)

1K + Investors. Track Smart Money conviction in APO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -51
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — APO

Based on 1148 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their APO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
1,148 hedge funds hold APO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+62 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

623 buying619 selling
Last quarter: 623 funds bought or added vs 619 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-47 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 150 → 126 → 191 → 144. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 24% medium ■ 21% new
631 out of 1,148 hedge funds have held APO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -1%, value -24%

Value
-24%
Shares
-1%
Last quarter: funds added -1% more shares while total portfolio value only changed -24%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

138 → 150 → 126 → 191 → 144 new funds/Q
New funds entering each quarter: 150 → 126 → 191 → 144. A growing number of institutions are discovering APO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 59% veterans vs 26% newcomers

■ 59% veterans ■ 15% 1-2yr ■ 26% new
Entry-cohort mix of 1,212 holders: 717 (59%) are 2+ year veterans, 183 entered 1–2 years ago, and 312 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
65 of 1128 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in APO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — APO

In 2026 Q1, 623 hedge funds were net buyers of APO (144 opened a new position, 479 added to an existing one), while 619 reduced or exited (424 trimmed, 195 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 54% of total institutional value in APO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -51 funds (more exits than new entries). Total institutional holders: 1148.

Hedge Fund Ownership: APO

How many hedge funds hold APO — quarterly history vs. share price
Quarterly hedge fund ownership of APO vs. share price

Market Analysis: APO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: APO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Apollo Global Mgmt Inc (APO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much APO has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
APO
+24.3%
XLF
+1220.3%

APO outperformed XLF by -1196.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
APO
+2.7%
XLF
+4.8%

Since the filing became public, APO outperformed XLF by -2.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

64 top-rated funds 18 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
5.2
/ 10
conviction
Hedge Fund Positioning: APO
1K + Investors

Track Smart Money conviction in APO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1140 1199 -4.92%
13F Shares 414M 419M -1.18%
Total Value $45.39B $59.76B -24.05%
New Positions 141 191 -50
Increased Positions 464 476 -12
Closed Positions 200 110 +90
Reduced Positions 401 367 +34
Total Calls 41 34 20.59%
Total Puts 41 39 5.13%
PUT/CALL Ratio 1.0 1.15 Neutral

Statistics: APO

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in APO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 APO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Curated Wealth Partners LLC 31.16% 2,219,266 $247.3M
2 MSA Advisors, LLC 28.93% 863,802 $96.2M
3 Guardian Point Capital, LP 22.96% 500,000 $55.7M
4 National Philanthropic Trust 19.58% 8,694,915 $1.03B
5 Pb Investment Partners, L.P. 16.58% 189,091 $21.1M
6 Knott David M Jr 14.92% 225,000 $25.1M
7 OCO Capital Partners, L.P. 14.34% 525,000 $58.5M
8 Newbrook Capital Advisors LP 13.38% 672,441 $74.9M
9 Spinecap SAS 13.27% 324,580 $36.2M
10 Heard Capital LLC 9.69% 1,681,520 $187.4M
11 NFC Investments, LLC 9.40% 303,051 $33.8M
12 Maestria Partners LLC 9.31% 228,967 $25.5M
13 Enstar Group LTD 8.61% 167,958 $18.7M
14 TB Capital Gestao de Recursos Ltda. 8.00% 117,384 $13.1M
15 Regal Partners Ltd 7.69% 1,269,689 $141.5M
16 Beck Mack & Oliver LLC 6.35% 2,764,959 $308.1M
17 Onex Canada Asset Management Inc. 5.55% 299,232 $33.3M
18 Lodge Hill Capital, LLC 5.33% 247,930 $27.6M
19 Lalia Capital, LLC 5.28% 75,000 $8.4M
20 Partners Group Holding AG 5.08% 615,844 $68.6M
21 Cooperman Leon G 4.89% 1,337,000 $149.0M
22 Access Investment Management LLC 4.19% 141,409 $15.8M
23 Callodine Capital Management, LP 3.42% 438,504 $48.9M
24 Mhr Fund Management LLC 3.25% 399,505 $44.5M
25 Goodnow Investment Group, LLC 3.14% 257,371 $28.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Apollo Global Mgmt Inc (APO)

What does the Smart Money Trend signal show for APO?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their APO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for APO?

Slight buying edge — 50% buying: Last quarter: 623 funds bought or added vs 619 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for APO holders?

Elite ownership — 54% AUM from top-100 funds: 65 of 1128 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in APO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held APO?

55% of holders stayed for 2+ years: 631 out of 1,148 hedge funds have held APO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Apollo Global Mgmt Inc (APO) following the 2026 Q1 hedge fund 13F filings?

As of today, APO has moved +2.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -2.1%. Since the quarter end (March 31, 2026), APO has gained +24.3% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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