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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
PI
901
Pettee Investors
Connecticut
$2.42M
SAW
902
Signal Advisors Wealth
Michigan
$2.41M +$431K +871 +23%
WCM
903
Whitener Capital Management
North Carolina
$2.41M
SC
904
Syon Capital
California
$2.41M +$367K +742 +19%
MWM
905
Mission Wealth Management
California
$2.4M -$22.3K -45 -1%
AW
906
Alaethes Wealth
Nevada
$2.4M -$15.8K -32 -0.7%
MIA
907
MMBG Investment Advisors
Florida
$2.39M
SIA
908
SkyView Investment Advisors
New Jersey
$2.37M -$44.5K -90 -2%
HA
909
Herold Advisors
New York
$2.37M -$148K -300 -6%
JWM
910
JPL Wealth Management
Colorado
$2.36M -$224K -452 -9%
IWC
911
Integrated Wealth Concepts
Massachusetts
$2.36M -$1.24M -2,509 -36%
AWA
912
Aaron Wealth Advisors
Illinois
$2.35M +$370K +748 +20%
PI
913
PFG Investments
New York
$2.35M +$990 +2 +0%
SBFM
914
S-Bank Fund Management
Finland
$2.34M -$51.5K -104 -2%
MGP
915
M&G plc
United Kingdom
$2.34M -$158K -320 -7%
PA
916
PFG Advisors
Arizona
$2.33M -$2.29M -4,631 -51%
PCG
917
Prosperity Consulting Group
Maryland
$2.33M +$59.4K +120 +3%
CWM
918
Cordatus Wealth Management
Pennsylvania
$2.32M -$23.3K -47 -1%
WF
919
Welch & Forbes
Massachusetts
$2.31M -$2.47K -5 -0.1%
AWM
920
Accurate Wealth Management
Florida
$2.31M -$491K -993 -19%
FTWA
921
Fifth Third Wealth Advisors
Ohio
$2.3M -$132K -267 -6%
QIM
922
Quantitative Investment Management
Virginia
$2.29M +$2.16M +4,374 New
GS
923
GTS Securities
New York
$2.28M +$1.11M +2,250 +106%
CCG
924
Cypress Capital Group
Florida
$2.26M -$93.5K -189 -4%
LCAM
925
London & Capital Asset Management
United Kingdom
$2.26M +$2.14M +4,327 New