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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
PP
876
Postrock Partners
Oregon
$2.72M
WWM
877
Western Wealth Management
Colorado
$2.71M -$65.8K -133 -2%
TNA
878
True North Advisors
Texas
$2.69M +$83.6K +169 +3%
VFA
879
Valeo Financial Advisors
Indiana
$2.65M +$234K +472 +10%
VFM
880
Viking Fund Management
North Dakota
$2.61M
SG
881
StoneX Group
New York
$2.61M +$1.02M +2,055 +70%
CWP
882
Cyndeo Wealth Partners
Florida
$2.59M +$221K +447 +10%
CFCI
883
Comprehensive Financial Consultants Institutional
Indiana
$2.57M +$102K +207 +4%
ASBI
884
American State Bank (Iowa)
Iowa
$2.57M +$128K +259 +6%
MIH
885
Meitav Investment House
Israel
$2.56M
CWM
886
Chemistry Wealth Management
New York
$2.56M -$990 -2 -0%
HP
887
Havemeyer Place
Connecticut
$2.55M +$2.41M +4,875 New
HBT
888
Hills Bank & Trust
Iowa
$2.54M -$52K -105 -2%
WG
889
Winton Group
United Kingdom
$2.49M +$2.36M +4,773 New
IWA
890
Icon Wealth Advisors
Texas
$2.49M +$159K +322 +7%
EW
891
Evoke Wealth
California
$2.48M -$110K -223 -4%
CI
892
Ceera Investments
Texas
$2.48M -$316K -638 -12%
VA
893
VestGen Advisors
Illinois
$2.47M +$280K +565 +14%
LCM
894
Landscape Capital Management
New Jersey
$2.45M +$1.53M +3,093 +193%
WS
895
Wedbush Securities
California
$2.45M +$368K +743 +19%
TC
896
TownSquare Capital
Utah
$2.44M -$1.34M -2,713 -37%
RWP
897
Ridgecrest Wealth Partners
California
$2.44M
CPC
898
Consolidated Planning Corp
Georgia
$2.43M -$2.75M -5,568 -54%
MG
899
Mather Group
Illinois
$2.43M -$167K -337 -7%
PWM
900
Perigon Wealth Management
California
$2.42M +$304K +615 +15%