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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
AWA
826
Arkadios Wealth Advisors
Georgia
$2.69M
PA
827
Pinnacle Associates
New York
$2.68M
QI
828
Qtron Investments
Massachusetts
$2.67M
BA
829
Bellwether Advisors
Nebraska
$2.66M
CCG
830
Chatham Capital Group
Georgia
$2.65M
WPC
831
Wedmont Private Capital
Pennsylvania
$2.64M
VFM
832
Viking Fund Management
North Dakota
$2.64M
IEFM
833
IQ EQ Fund Management
Ireland
$2.63M
CGIM
834
Capital Group Investment Management
Singapore
$2.63M
MG
835
Mather Group
Illinois
$2.62M
HBT
836
Hills Bank & Trust
Iowa
$2.62M
CWP
837
Cyndeo Wealth Partners
Florida
$2.6M
WWM
838
Western Wealth Management
Colorado
$2.59M
AIC
839
Argus Investors Counsel
New York
$2.58M
SG Americas Securities
840
SG Americas Securities
New York
$2.58M
CWM
841
Chemistry Wealth Management
New York
$2.57M
EW
842
Evoke Wealth
California
$2.56M
JWM
843
JPL Wealth Management
Colorado
$2.56M
CCG
844
Cypress Capital Group
Florida
$2.55M
MIH
845
Meitav Investment House
Israel
$2.54M
NP
846
NorthRock Partners
Minnesota
$2.54M
CFCI
847
Comprehensive Financial Consultants Institutional
Indiana
$2.52M
EWM
848
Empirical Wealth Management
Washington
$2.51M
RT
849
Rockland Trust
Massachusetts
$2.51M
VFA
850
Valeo Financial Advisors
Indiana
$2.5M