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S&P Global

2,030 hedge funds and large institutions have $140B invested in S&P Global in 2025 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 791 increasing their positions, 790 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,030
Holders Change
-19
Holders Change %
-0.93%
% of All Funds
27.2%
Holding in Top 10
78
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.86%
% of All Funds
1.05%
New
132
Increased
791
Reduced
790
Closed
106
Calls
$911M
Puts
$668M
Net Calls
+$243M
Net Calls Change
+$77.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
976
Cozad Asset Management
Illinois
$1.54M -$411K -780 -21%
BC
977
Bowman & Company
Wisconsin
$1.53M +$45.6K +86 +3%
TPW
978
Transatlantique Private Wealth
New York
$1.53M +$52.7K +100 +4%
HIA
979
Harbor Investment Advisory
Maryland
$1.53M -$314K -596 -17%
VIA
980
Virtus Investment Advisers
Connecticut
$1.52M +$82.8K +157 +6%
FDCP
981
Foster Dykema Cabot & Partners
Massachusetts
$1.51M
IIM
982
Intact Investment Management
Quebec, Canada
$1.5M +$76.5K +145 +5%
EI
983
Ellevest Inc
New York
$1.5M -$82.8K -157 -5%
SFCL
984
Strengthening Families & Communities LLC
Massachusetts
$1.49M +$62.9K +120 +4%
SFA
985
Souders Financial Advisors
Ohio
$1.49M -$88K -167 -6%
LGA
986
Lebenthal Global Advisors
New York
$1.48M +$162K +307 +12%
GCM
987
Geneva Capital Management
Wisconsin
$1.47M -$48.5K -92 -3%
RWA
988
River Wealth Advisors
Pennsylvania
$1.47M -$20K -38 -1%
FIA
989
Foundations Investment Advisors
Arizona
$1.47M +$50.1K +95 +4%
ISL
990
Ingalls & Snyder LLC
New York
$1.46M
DWP
991
Daymark Wealth Partners
Ohio
$1.46M +$215K +408 +17%
TS
992
Triglav Skladi
Slovenia
$1.45M +$712K +1,350 +96%
AC
993
Avestar Capital
New York
$1.45M +$127K +240 +10%
GCM
994
Graham Capital Management
Connecticut
$1.45M -$4.02M -7,633 -74%
IA
995
IFP Advisors
Florida
$1.44M -$1.37M -2,573 -49%
FLPIM
996
F.L. Putnam Investment Management
Massachusetts
$1.44M +$66.4K +126 +5%
KWM
997
Keebeck Wealth Management
Illinois
$1.44M +$2.11K +4 +0.1%
SEEDPG
998
S.E.E.D. Planning Group
New York
$1.44M +$340K +644 +31%
CHC
999
City Holding Co
West Virginia
$1.43M +$24.8K +47 +2%
LS
1000
Livforsakringsbolaget Skandia
Sweden
$1.43M