SPGI icon

S&P Global

2,166 hedge funds and large institutions have $137B invested in S&P Global in 2025 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 778 increasing their positions, 803 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: $ → $

6% more funds holding

Funds holding: 2,0372,166 (+129)

1.44% more ownership

Funds ownership: 86.02%87.46% (+1.4%)

3% less repeat investments, than reductions

Existing positions increased: 778 | Existing positions reduced: 803

Holders
2,166
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
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
PA
826
Parallel Advisors
California
$3.14M
CSIC
827
Clifford Swan Investment Counsel
California
$3.11M
WIM
828
WealthPlan Investment Management
Nebraska
$3.1M
WJWM
829
Williams Jones Wealth Management
New York
$3.09M
CF
830
Collier Financial
Colorado
$3.08M
AOWM
831
Asset One Wealth Management
Washington
$3.07M
TAP
832
Tounjian Advisory Partners
Florida
$3.06M
SWP
833
Sagespring Wealth Partners
Tennessee
$3.04M
WSC
834
Wellington Shields & Co
New York
$3.03M
RPGK
835
Retirement Planning Group (Kansas)
Kansas
$3M
SAM
836
Smartleaf Asset Management
Massachusetts
$3M
BBA
837
Baader Bank Aktiengesellschaft
Germany
$3M
EML
838
Eos Management LP
New York
$2.99M
A
839
Argentarii
Ohio
$2.99M
KNW
840
Kesler Norman & Wride
Utah
$2.98M
FAM
841
Fairtree Asset Management
South Africa
$2.98M
CBA
842
Coastal Bridge Advisors
Connecticut
$2.98M
WA
843
Waverly Advisors
Alabama
$2.97M
CAC
844
Certified Advisory Corp
Florida
$2.97M
SFG
845
SevenBridge Financial Group
Pennsylvania
$2.96M
VWM
846
Vivid Wealth Management
Iowa
$2.96M
IB
847
Intrust Bank
Kansas
$2.95M
NC
848
Northcape Capital
Australia
$2.94M
WC
849
Westerkirk Capital
$2.92M
SEEDPG
850
S.E.E.D. Planning Group
New York
$2.89M