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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
27.2%
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 %
TCOV
776
Trust Company of Vermont
Vermont
$3.25M +$11.6K +22 +0.4%
CIAS
777
CFS Investment Advisory Services
New Jersey
$3.24M -$96K -182 -3%
MAM
778
Magellan Asset Management
Australia
$3.23M
TYCC
779
Texas Yale Capital Corp
Florida
$3.21M +$49.6K +94 +2%
PA
780
Parallel Advisors
California
$3.2M +$166K +314 +5%
WJWM
781
Williams Jones Wealth Management
New York
$3.18M -$67.5K -128 -2%
MYLI
782
Meiji Yasuda Life Insurance
Japan
$3.17M -$16.9M -31,956 -84%
WR
783
WD Rutherford
Oregon
$3.16M -$171K -324 -5%
CSIC
784
Clifford Swan Investment Counsel
California
$3.15M -$20.6K -39 -0.6%
CI
785
Ceera Investments
Texas
$3.14M -$6.33K -12 -0.2%
Fisher Asset Management
786
Fisher Asset Management
Washington
$3.11M +$85.4K +162 +3%
LT
787
Lindsell Train
United Kingdom
$3.11M
MC
788
Mirabaud & Cie
Switzerland
$3.11M -$34.3K -65 -1%
SCTC
789
Sanibel Captiva Trust Company
Florida
$3.09M +$116K +220 +4%
IB
790
Intrust Bank
Kansas
$3.09M +$27.4K +52 +0.9%
VT
791
Vise Technologies
New York
$3.08M +$3.08M +5,832 New
SWP
792
Sagespring Wealth Partners
Tennessee
$3.07M +$272K +516 +10%
ATC
793
Argent Trust Co
Tennessee
$3.03M -$82.8K -157 -3%
RPGK
794
Retirement Planning Group (Kansas)
Kansas
$3.03M +$2.11K +4 +0.1%
FFA
795
Fragasso Financial Advisors
Pennsylvania
$2.99M -$308K -584 -9%
BC
796
Bridgefront Capital
Texas
$2.95M +$2.19M +4,153 +287%
AWM
797
Accurate Wealth Management
Florida
$2.94M +$2.94M +5,545 New
SFG
798
Snider Financial Group
Washington
$2.92M +$39K +74 +1%
FP
799
Factorial Partners
New York
$2.9M
GH
800
GAM Holding
Switzerland
$2.86M -$386K -732 -12%