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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 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 307 | Existing positions closed: 120

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: 2,0522,193 (+141)

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
+141
Holders Change %
+6.87%
% of All Funds
26.68%
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
120
Calls
$1.68B
Puts
$1.31B
Net Calls
+$374M
Net Calls Change
+$172M
Name Holding Trade Value Shares
Change
Change in
Stake
RB
926
Rodgers Brothers
Pennsylvania
$2.25M
CIC
927
Chilton Investment Company
Connecticut
$2.25M -$263K -531 -11%
KJHP
928
K.J. Harrison & Partners
Ontario, Canada
$2.25M -$114K -230 -5%
HKAM
929
Horizon Kinetics Asset Management
New York
$2.24M -$1.9M -3,834 -47%
IMRF
930
Illinois Municipal Retirement Fund
Illinois
$2.23M -$1.7M -3,440 -45%
PWS
931
Peloton Wealth Strategists
Indiana
$2.21M +$76.2K +154 +4%
Acadian Asset Management
932
Acadian Asset Management
Massachusetts
$2.21M +$1.82M +3,681 +667%
QI
933
Qtron Investments
Massachusetts
$2.21M -$125K -252 -6%
PTP
934
Platform Technology Partners
New York
$2.2M +$108K +218 +5%
LAIC
935
Lederer & Associates Investment Counsel
California
$2.19M +$111K +224 +6%
WR
936
WD Rutherford
Oregon
$2.17M -$1.03M -2,085 -33%
ETC
937
Exchange Traded Concepts
Oklahoma
$2.17M +$148K +300 +8%
RMDI
938
R.M. Davis Inc
Maine
$2.14M +$145K +294 +8%
GCM
939
Greenland Capital Management
New York
$2.14M -$3.32M -6,720 -62%
DCM
940
Decatur Capital Management
Georgia
$2.13M -$102K -206 -5%
EM
941
Excalibur Management
Massachusetts
$2.13M
BAM
942
Belpointe Asset Management
Nevada
$2.12M -$990 -2 -0%
PTC
943
Private Trust Company
Ohio
$2.09M +$46.5K +94 +2%
FIA
944
Foundations Investment Advisors
Arizona
$2.09M +$646K +1,306 +48%
LA
945
LVW Advisors
New York
$2.08M -$185K -373 -9%
SWM
946
Spire Wealth Management
Virginia
$2.07M +$403K +815 +26%
PCM
947
Parsons Capital Management
Rhode Island
$2.07M -$42.1K -85 -2%
BOH
948
Bank of Hawaii
Hawaii
$2.06M -$49K -99 -2%
MC
949
Machina Capital
France
$2.06M +$1.03M +2,076 +112%
BSL
950
Blue Sparrow LLC
Delaware
$2.04M +$1.93M +3,900 New