APO

Which hedge funds are long APO?

1 published idea on Apollo across 1 fund — 1 long and 0 short.

Apollo hedge fund investment theses

Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Apollo: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.

Funds with a position view

Long theses

LongAPOApr 2026

Apollo

Negative sentiment around private credit exposure is overblown. While retail funds have seen redemptions, net flows are near zero and institutional demand remains strong. The…