SPGI icon

S&P Global

2,168 hedge funds and large institutions have $137B invested in S&P Global in 2025 Q4 according to their latest regulatory filings, with 297 funds opening new positions, 779 increasing their positions, 803 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 2,0382,168 (+130)

1.47% more ownership

Funds ownership: 86.02%87.49% (+1.5%)

3% less repeat investments, than reductions

Existing positions increased: 779 | Existing positions reduced: 803

Holders
2,168
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.68B
Puts
$1.31B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
976
Anchor Investment Management
South Carolina
$1.74M
FFM
977
Forum Financial Management
Illinois
$1.74M
CWMK
978
Caliber Wealth Management (Kansas)
Kansas
$1.74M
UAS
979
United Asset Strategies
New York
$1.74M
TAM
980
Tealwood Asset Management
Minnesota
$1.74M
DL
981
Dockside LLC
New York
$1.73M
SFCL
982
Strengthening Families & Communities LLC
Massachusetts
$1.73M
BFM
983
Brooklands Fund Management
United Kingdom
$1.73M
GCM
984
Geneva Capital Management
Wisconsin
$1.72M
Kovitz Investment Group Partners
985
Kovitz Investment Group Partners
Illinois
$1.72M
GFP
986
Gryphon Financial Partners
Ohio
$1.71M
GLR
987
Great Lakes Retirement
Ohio
$1.71M
NAM
988
NorthCrest Asset Manangement
Minnesota
$1.7M
CA
989
Commerzbank Aktiengesellschaft
Germany
$1.7M
DWT
990
Dorsey & Whitney Trust
South Dakota
$1.69M
SWM
991
Silverlake Wealth Management
Vermont
$1.69M
SCP
992
Stamos Capital Partners
California
$1.68M
BAM
993
Bayview Asset Management
Florida
$1.67M
CP
994
CenterBook Partners
Connecticut
$1.66M
ECM
995
Evergreen Capital Management
Washington
$1.66M
TWA
996
Tulsa Wealth Advisors
Oklahoma
$1.64M
HIA
997
Harbor Investment Advisory
Maryland
$1.64M
EWM
998
Evercore Wealth Management
New York
$1.64M
CC
999
Citrine Capital
California
$1.63M
TPW
1000
Transatlantique Private Wealth
New York
$1.63M