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S&P Global

2,030 hedge funds and large institutions have $140B invested in S&P Global in 2025 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 791 increasing their positions, 790 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,030
Holders Change
-19
Holders Change %
-0.93%
% of All Funds
27.21%
Holding in Top 10
78
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.86%
% of All Funds
1.05%
New
132
Increased
791
Reduced
790
Closed
106
Calls
$911M
Puts
$668M
Net Calls
+$243M
Net Calls Change
+$77.5M
Name Holding Trade Value Shares
Change
Shares
Change %
STA
701
Summit Trail Advisors
New York
$4.55M +$1.13M +2,139 +33%
WFG
702
Wills Financial Group
Virginia
$4.54M -$263K -498 -5%
KRSITF
703
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.49M -$311K -590 -6%
SFA
704
Sequoia Financial Advisors
Ohio
$4.49M +$794K +1,506 +22%
QCG
705
Quadrant Capital Group
Ohio
$4.46M +$829K +1,572 +23%
WM
706
Whitford Management
New York
$4.45M +$749K +1,421 +20%
GIM
707
Generate Investment Management
New Zealand
$4.43M +$4.43M +8,396 New
CCM
708
Corsair Capital Management
New York
$4.38M -$19K -36 -0.4%
DI
709
Diligent Investors
California
$4.35M
SC
710
Scholtz & Company
Connecticut
$4.34M -$23.7K -45 -0.5%
PWP
711
Private Wealth Partners
California
$4.28M +$68.5K +130 +2%
FNBOMD
712
First National Bank of Mount Dora
Florida
$4.27M -$60.1K -114 -1%
FWTB
713
First Western Trust Bank
Colorado
$4.24M -$89.6K -170 -2%
TC
714
TownSquare Capital
Utah
$4.24M -$7.48M -14,194 -64%
WHAM
715
Windmill Hill Asset Management
United Kingdom
$4.2M +$612K +1,160 +17%
BG
716
BDF Gestion
France
$4.17M -$455K -862 -10%
UB
717
UMB Bank
Missouri
$4.16M -$45.3K -86 -1%
P
718
Pitcairn
Pennsylvania
$4.06M -$1.97M -3,732 -33%
SC
719
Scotia Capital
Ontario, Canada
$4.06M +$210K +398 +5%
BFA
720
Brendel Financial Advisors
New Hampshire
$4.05M +$36.9K +70 +0.9%
MCB
721
Morton Community Bank
Illinois
$4.02M +$113K +215 +3%
PMAM
722
Picton Mahoney Asset Management
Ontario, Canada
$4.02M -$127K -240 -3%
WCA
723
Waratah Capital Advisors
Ontario, Canada
$4M -$15.7M -29,771 -80%
CTC
724
Central Trust Company
Missouri
$3.94M -$88.6K -168 -2%
S
725
SignatureFD
Georgia
$3.93M +$48.5K +92 +1%