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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
26.68%
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
119
Calls
$1.68B
Puts
$1.31B
Net Calls
+$374M
Net Calls Change
+$172M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
951
Allworth Financial
California
$2.02M +$643K +1,299 +51%
LWL
952
Leo Wealth LLC
Texas
$2.01M +$1.4M +2,832 +279%
EH
953
Equitable Holdings
New York
$2.01M +$24.7K +50 +1%
FAMI
954
Fideuram Asset Management (Ireland)
$2M +$1.87M +3,785 New
QWM
955
Quadcap Wealth Management
Texas
$1.99M -$59.4K -120 -3%
HPIA
956
Hamilton Point Investment Advisors
North Carolina
$1.99M
EFG
957
Everhart Financial Group
Ohio
$1.99M +$371K +750 +25%
GIA
958
Guyasuta Investment Advisors
Pennsylvania
$1.97M -$4.45K -9 -0.2%
ECM
959
Everence Capital Management
Indiana
$1.95M -$1.41M -2,850 -43%
KC
960
Kepler Cheuvreux
$1.95M -$7.92M -16,007 -81%
SAI
961
Savvy Advisors Inc
New York
$1.94M +$687K +1,389 +60%
AWP
962
Abacus Wealth Partners
California
$1.92M +$1.82M +3,682 New
AIC
963
Argus Investors Counsel
New York
$1.92M -$593K -1,199 -25%
AT
964
American Trust
Kentucky
$1.91M -$36.1K -73 -2%
WBC
965
Westpac Banking Corp
Australia
$1.89M -$52.4K -106 -3%
LFS
966
Lighthouse Financial Services
California
$1.86M +$1.76M +3,566 New
TAM
967
Trust Asset Management
Texas
$1.85M -$66.8K -135 -4%
BC
968
Broadwater Capital
Massachusetts
$1.84M
MSFS
969
Main Street Financial Solutions
Pennsylvania
$1.83M +$7.92K +16 +0.5%
NWMG
970
Nicholson Wealth Management Group
South Carolina
$1.82M +$30.2K +61 +2%
BCM
971
Barden Capital Management
Texas
$1.81M +$2.47K +5 +0.1%
MA
972
Montag & Associates
Georgia
$1.81M -$188K -379 -10%
JCM
973
Jacobi Capital Management
Pennsylvania
$1.8M -$7.42K -15 -0.4%
DS
974
DRW Securities
Illinois
$1.8M -$693K -1,400 -29%
CCMG
975
Connecticut Capital Management Group
Connecticut
$1.8M +$1.7M +3,440 New