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S&P Global

2,193 hedge funds and large institutions have $138B invested in S&P Global in 2025 Q4 according to their latest regulatory filings, with 307 funds opening new positions, 787 increasing their positions, 806 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

7% more funds holding

Funds holding: 2,0512,193 (+142)

0.97% more ownership

Funds ownership: 86.13%87.1% (+0.97%)

2% less repeat investments, than reductions

Existing positions increased: 787 | Existing positions reduced: 806

Holders
2,193
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.68B
Puts
$1.31B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
626
Groupama Asset Management
France
$7.13M
BPWM
627
Badgley Phelps Wealth Managers
Washington
$7.12M
MPIA
628
Mountain Pacific Investment Advisers
Idaho
$7.02M
Carson Wealth (CWM LLC)
629
Carson Wealth (CWM LLC)
Nebraska
$7.01M
FNT
630
First National Trust
Pennsylvania
$6.98M
IAA
631
Independent Advisor Alliance
North Carolina
$6.97M
Group One Trading
632
Group One Trading
Illinois
$6.97M
MAM
633
Mirabaud Asset Management
United Kingdom
$6.92M
KAS
634
Kestra Advisory Services
Texas
$6.9M
NRG
635
Nemes Rush Group
Michigan
$6.89M
SIM
636
Sterling Investment Management
Arizona
$6.88M
AMM
637
American Money Management
California
$6.88M
FFA
638
Farther Finance Advisors
California
$6.88M
NSAM
639
North Star Asset Management
Wisconsin
$6.87M
BZWA
640
Blue Zone Wealth Advisors
California
$6.87M
DILIC
641
Dai-ichi Life Insurance Company
Japan
$6.83M
CA
642
Clearstead Advisors
Ohio
$6.83M
CAM
643
Clio Asset Management
Virginia
$6.83M
CIA
644
Choate Investment Advisors
Massachusetts
$6.68M
LGWM
645
Litman Gregory Wealth Management
California
$6.66M
ST
646
Sentinel Trust
Texas
$6.65M
MSE
647
MUFG Securities EMEA
United Kingdom
$6.64M
PAS
648
Park Avenue Securities
New York
$6.64M
BCM
649
BTC Capital Management
Iowa
$6.6M
HH
650
Hilltop Holdings
Texas
$6.55M