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S&P Global

2,043 hedge funds and large institutions have $140B invested in S&P Global in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 793 increasing their positions, 793 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

5% more capital invested

Capital invested by funds: $133B → $140B (+$6.47B)

0% more repeat investments, than reductions

Existing positions increased: 793 | Existing positions reduced: 793

1% less funds holding

Funds holding: 2,0542,043 (-11)

Holders
2,043
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$911M
Puts
$668M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
601
AMS Capital
Brazil
$6.88M
LGWM
602
Litman Gregory Wealth Management
California
$6.77M
BHCM
603
Brevan Howard Capital Management
Jersey
$6.71M
ST
604
Sentinel Trust
Texas
$6.71M
SAM
605
Synergy Asset Management
Washington
$6.66M
BZWA
606
Blue Zone Wealth Advisors
California
$6.63M
MCM
607
MAI Capital Management
Ohio
$6.6M
DAS
608
Dynamic Advisor Solutions
Arizona
$6.57M
KAS
609
Kestra Advisory Services
Texas
$6.44M
KIA
610
KCM Investment Advisors
California
$6.41M
IMCOOI
611
Investment Management Corp of Ontario (IMCO)
Canada
$6.39M
GP
612
Geneva Partners
Wisconsin
$6.34M
MWA
613
Meridian Wealth Advisors
Texas
$6.33M
SF
614
Summit Financial
New Jersey
$6.3M
CI
615
CX Institutional
Indiana
$6.28M
SHFA
616
SS&H Financial Advisors
Michigan
$6.27M
SWM
617
Spire Wealth Management
Virginia
$6.27M
CTA
618
Colonial Trust Advisors
South Carolina
$6.25M
PMWMG
619
Parr McKnight Wealth Management Group
Minnesota
$6.25M
IAA
620
Independent Advisor Alliance
North Carolina
$6.24M
CPCPP
621
Canada Post Corporation Pension Plan
Canada
$6.23M
ASN
622
Advisory Services Network
Georgia
$6.22M
VA
623
Vident Advisory
Georgia
$6.21M
CIC
624
Cutler Investment Counsel
Oregon
$6.21M
IIM
625
INTECH Investment Management
Florida
$6.2M