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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
TCOO
976
Trust Company of Oklahoma
Oklahoma
$1.56M
GIA
977
Gladstone Institutional Advisory
Florida
$1.56M
HA
978
Harfst & Associates
Wyoming
$1.55M
HSA
979
HBK Sorce Advisory
Pennsylvania
$1.55M
NFG
980
Nations Financial Group
Iowa
$1.55M
LIG
981
Lokken Investment Group
Delaware
$1.55M
TCWA
982
Turtle Creek Wealth Advisors
Texas
$1.54M
CAM
983
Cozad Asset Management
Illinois
$1.54M
BC
984
Bowman & Company
Wisconsin
$1.53M
TPW
985
Transatlantique Private Wealth
New York
$1.53M
HIA
986
Harbor Investment Advisory
Maryland
$1.53M
VIA
987
Virtus Investment Advisers
Connecticut
$1.52M
FDCP
988
Foster Dykema Cabot & Partners
Massachusetts
$1.51M
IIM
989
Intact Investment Management
Quebec, Canada
$1.5M
EI
990
Ellevest Inc
New York
$1.5M
SFCL
991
Strengthening Families & Communities LLC
Massachusetts
$1.49M
SFA
992
Souders Financial Advisors
Ohio
$1.49M
LGA
993
Lebenthal Global Advisors
New York
$1.48M
GCM
994
Geneva Capital Management
Wisconsin
$1.47M
RWA
995
River Wealth Advisors
Pennsylvania
$1.47M
FIA
996
Foundations Investment Advisors
Arizona
$1.47M
ISL
997
Ingalls & Snyder LLC
New York
$1.46M
DWP
998
Daymark Wealth Partners
Ohio
$1.46M
TS
999
Triglav Skladi
Slovenia
$1.45M
AC
1000
Avestar Capital
New York
$1.45M