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
CAC
851
Certified Advisory Corp
Florida
$2.97M -$106K -215 -4%
SFG
852
SevenBridge Financial Group
Pennsylvania
$2.96M +$104K +211 +4%
VWM
853
Vivid Wealth Management
Iowa
$2.96M +$153K +310 +6%
IB
854
Intrust Bank
Kansas
$2.95M -$29.7K -60 -1%
NC
855
Northcape Capital
Australia
$2.94M +$15.8K +32 +0.6%
WC
856
Westerkirk Capital
$2.92M +$2.77M +5,594 New
SEEDPG
857
S.E.E.D. Planning Group
New York
$2.89M +$546K +1,103 +25%
GM
858
GeoWealth Management
Illinois
$2.88M -$186K -375 -6%
FP
859
Factorial Partners
New York
$2.87M
GI
860
GAMMA Investing
California
$2.84M -$178K -359 -6%
OIA
861
OneDigital Investment Advisors
Kansas
$2.83M -$768K -1,552 -22%
MC
862
Mirabaud & Cie
Switzerland
$2.83M -$156K -315 -6%
Dodge & Cox
863
Dodge & Cox
California
$2.82M
ATC
864
Argent Trust Co
Tennessee
$2.81M -$128K -258 -5%
WC
865
Waterloo Capital
Texas
$2.81M +$246K +498 +10%
SC
866
Savant Capital
Illinois
$2.79M -$108K -219 -4%
PA
867
Pinnacle Associates
New York
$2.79M +$115K +232 +5%
OC
868
Oppenheimer & Co
New York
$2.78M -$99.5K -201 -4%
GCWM
869
Guided Capital Wealth Management
Texas
$2.78M +$2.63M +5,322 New
GWMR
870
GC Wealth Management RIA
Massachusetts
$2.78M -$1.4M -2,828 -35%
BFC
871
Blue Fin Capital
Rhode Island
$2.77M +$32.2K +65 +1%
CAM
872
Cypress Asset Management
Texas
$2.77M +$7.42K +15 +0.3%
WPC
873
Wedmont Private Capital
Pennsylvania
$2.76M +$53.9K +109 +2%
EWM
874
Empirical Wealth Management
Washington
$2.75M +$52.9K +107 +2%
FFA
875
Fragasso Financial Advisors
Pennsylvania
$2.74M -$28.7K -58 -1%