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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
BTW
976
Boston Trust Walden
Massachusetts
$1.78M -$7.42K -15 -0.4%
SWM
977
Sandro Wealth Management
New Jersey
$1.77M +$1.68M +3,395 New
PA
978
Profund Advisors
Maryland
$1.77M -$448K -906 -21%
MAM
979
Madison Asset Management
Wisconsin
$1.77M -$217K -438 -11%
AWM
980
Axxcess Wealth Management
California
$1.76M +$1.18M +2,383 +242%
GKIM
981
GW&K Investment Management
Massachusetts
$1.76M -$22.8K -46 -1%
AIM
982
Anchor Investment Management
South Carolina
$1.74M -$661K -1,335 -29%
FFM
983
Forum Financial Management
Illinois
$1.74M -$2.47K -5 -0.1%
CWMK
984
Caliber Wealth Management (Kansas)
Kansas
$1.74M +$50K +101 +3%
UAS
985
United Asset Strategies
New York
$1.74M +$25.2K +51 +2%
TAM
986
Tealwood Asset Management
Minnesota
$1.74M -$8.41K -17 -0.5%
DL
987
Dockside LLC
New York
$1.73M +$1.64M +3,317 New
SFCL
988
Strengthening Families & Communities LLC
Massachusetts
$1.73M +$183K +369 +13%
BFM
989
Brooklands Fund Management
United Kingdom
$1.73M +$1.62M +3,280 New
GCM
990
Geneva Capital Management
Wisconsin
$1.72M -$17.3K -35 -1%
Kovitz Investment Group Partners
991
Kovitz Investment Group Partners
Illinois
$1.72M -$6.05M -12,222 -79%
GFP
992
Gryphon Financial Partners
Ohio
$1.71M +$109K +221 +7%
GLR
993
Great Lakes Retirement
Ohio
$1.71M -$588K -1,189 -27%
NAM
994
NorthCrest Asset Manangement
Minnesota
$1.7M +$22.8K +46 +1%
CA
995
Commerzbank Aktiengesellschaft
Germany
$1.7M +$58.9K +119 +4%
DWT
996
Dorsey & Whitney Trust
South Dakota
$1.69M +$7.92K +16 +0.5%
SWM
997
Silverlake Wealth Management
Vermont
$1.69M +$2.47K +5 +0.2%
SWP
998
Strategic Wealth Partners
Ohio
$1.68M -$125K -253 -7%
SCP
999
Stamos Capital Partners
California
$1.68M +$988K +1,997 +165%
BAM
1000
Bayview Asset Management
Florida
$1.67M -$1.39M -2,800 -47%