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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
VA
926
VestGen Advisors
Illinois
$1.87M
GKIM
927
GW&K Investment Management
Massachusetts
$1.86M
MA
928
Montag & Associates
Georgia
$1.85M
BPAMU
929
BTG Pactual Asset Management US
New York
$1.83M
AWA
930
Aaron Wealth Advisors
Illinois
$1.83M
KIM
931
Kestra Investment Management
Texas
$1.83M
BCM
932
Barden Capital Management
Texas
$1.82M
BTW
933
Boston Trust Walden
Massachusetts
$1.8M
CWMK
934
Caliber Wealth Management (Kansas)
Kansas
$1.8M
TE
935
Tema ETFs
New York
$1.79M
FWP
936
Forefront Wealth Partners
Texas
$1.79M
TAM
937
Tealwood Asset Management
Minnesota
$1.79M
UAS
938
United Asset Strategies
New York
$1.78M
QPBE
939
Quintet Private Bank (Europe)
Luxembourg
$1.77M
JCM
940
Jacobi Capital Management
Pennsylvania
$1.77M
FPCP
941
Fort Point Capital Partners
California
$1.73M
EWM
942
Evercore Wealth Management
New York
$1.73M
SC
943
Syon Capital
California
$1.72M
CAU
944
Caxton Associates (UK)
$1.71M
SWM
945
Silverlake Wealth Management
Vermont
$1.7M
NWMG
946
Nicholson Wealth Management Group
South Carolina
$1.7M
MSFS
947
Main Street Financial Solutions
Pennsylvania
$1.69M
DWT
948
Dorsey & Whitney Trust
South Dakota
$1.69M
WA
949
Wealth Alliance
New York
$1.67M
CC
950
Citrine Capital
California
$1.66M