We are live on ! Find out more
SPGI icon

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

158% more first-time investments, than exits

New positions opened: 307 | Existing positions closed: 119

29% more call options, than puts

Call options by funds: $1.68B | Put options by funds: $1.31B

24% more funds holding in top 10

Funds holding in top 10: 7593 (+18)

9% more capital invested

Capital invested by funds: $127B → $138B (+$10.9B)

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
+142
Holders Change %
+6.92%
% of All Funds
26.69%
Holding in Top 10
93
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+24%
% of All Funds
1.13%
New
307
Increased
787
Reduced
806
Closed
119
Calls
$1.68B
Puts
$1.31B
Net Calls
+$374M
Net Calls Change
+$172M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
826
CFS Investment Advisory Services
New Jersey
$3.22M +$9.4K +19 +0.3%
ISS
827
Intesa Sanpaolo SpA.
Italy
$3.21M +$3.01M +6,091 New
VI
828
Vestcor Inc
New Brunswick, Canada
$3.21M
BG
829
BDF Gestion
France
$3.21M -$202K -409 -6%
CGIM
830
Capital Group Investment Management
Singapore
$3.19M +$558K +1,128 +23%
MAS
831
Meeder Advisory Services
Ohio
$3.16M -$112K -227 -4%
PA
832
Parallel Advisors
California
$3.14M -$50.5K -102 -2%
CSIC
833
Clifford Swan Investment Counsel
California
$3.11M -$12.4K -25 -0.4%
WIM
834
WealthPlan Investment Management
Nebraska
$3.1M -$2.02M -4,078 -41%
WJWM
835
Williams Jones Wealth Management
New York
$3.09M -$75.7K -153 -3%
HAG
836
HighPoint Advisor Group
Illinois
$3.09M +$652K +1,318 +29%
CF
837
Collier Financial
Colorado
$3.08M -$495 -1 -0%
AOWM
838
Asset One Wealth Management
Washington
$3.07M +$2.88M +5,818 New
TAP
839
Tounjian Advisory Partners
Florida
$3.06M +$225K +454 +8%
SWP
840
Sagespring Wealth Partners
Tennessee
$3.04M -$26.2K -53 -0.9%
WSC
841
Wellington Shields & Co
New York
$3.03M -$198K -400 -6%
RPGK
842
Retirement Planning Group (Kansas)
Kansas
$3M -$1.48K -3 -0.1%
SAM
843
Smartleaf Asset Management
Massachusetts
$3M +$327K +661 +13%
BBA
844
Baader Bank Aktiengesellschaft
Germany
$3M -$4.61M -9,313 -62%
EML
845
Eos Management LP
New York
$2.99M
A
846
Argentarii
Ohio
$2.99M -$220K -445 -7%
KNW
847
Kesler Norman & Wride
Utah
$2.98M -$13.9K -28 -0.5%
FAM
848
Fairtree Asset Management
South Africa
$2.98M +$1.81M +3,665 +180%
CBA
849
Coastal Bridge Advisors
Connecticut
$2.98M +$134K +270 +5%
WA
850
Waverly Advisors
Alabama
$2.97M +$527K +1,066 +23%