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S&P Global

2,044 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, 794 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% less repeat investments, than reductions

Existing positions increased: 793 | Existing positions reduced: 794

1% less funds holding

Funds holding: 2,0552,044 (-11)

Holders
2,044
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
BAM
901
Belpointe Asset Management
Nevada
$2.09M
RMDI
902
R.M. Davis Inc
Maine
$2.08M
KAM
903
Karani Asset Management
New York
$2.08M
PA
904
Profund Advisors
Maryland
$2.08M
FC
905
FORA Capital
Florida
$2.07M
PTC
906
Private Trust Company
Ohio
$2.04M
PS
907
Principal Securities
Iowa
$2.03M
MAM
908
Madison Asset Management
Wisconsin
$2.01M
HPIA
909
Hamilton Point Investment Advisors
North Carolina
$2.01M
IUHSA
910
Itau Unibanco Holding S.A.
Brazil
$2M
PCM
911
Penserra Capital Management
California
$2M
GIA
912
Guyasuta Investment Advisors
Pennsylvania
$2M
LWL
913
Leo Wealth LLC
Texas
$1.99M
IW
914
IronOak Wealth
Texas
$1.99M
OWP
915
Obermeyer Wealth Partners
Colorado
$1.99M
ECM
916
Evergreen Capital Management
Washington
$1.97M
AT
917
American Trust
Kentucky
$1.97M
WBC
918
Westpac Banking Corp
Australia
$1.96M
PTP
919
Platform Technology Partners
New York
$1.95M
TAM
920
Trust Asset Management
Texas
$1.93M
EH
921
Equitable Holdings
New York
$1.9M
DAS
922
Diversify Advisory Services
Utah
$1.9M
BWM
923
BKM Wealth Management
Wisconsin
$1.9M
AA
924
ABC Arbitrage
France
$1.89M
CFG
925
Citizens Financial Group
Rhode Island
$1.87M