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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
CP
1001
CenterBook Partners
Connecticut
$1.66M -$7.17M -14,482 -82%
ECM
1002
Evergreen Capital Management
Washington
$1.66M -$501K -1,013 -24%
TWA
1003
Tulsa Wealth Advisors
Oklahoma
$1.64M +$1.55M +3,138 New
HIA
1004
Harbor Investment Advisory
Maryland
$1.64M +$78.2K +158 +5%
EWM
1005
Evercore Wealth Management
New York
$1.64M -$75.7K -153 -5%
CC
1006
Citrine Capital
California
$1.63M
TPW
1007
Transatlantique Private Wealth
New York
$1.63M +$50.5K +102 +3%
A
1008
AlphaQuest
New York
$1.62M +$1.26M +2,545 +462%
WMWM
1009
Whitaker-Myers Wealth Managers
Ohio
$1.59M +$681K +1,377 +82%
SOAM
1010
SBI Okasan Asset Management
Japan
$1.59M +$1.48M +3,000 New
WF
1011
WoodTrust Financial
Wisconsin
$1.59M +$4.95K +10 +0.3%
WA
1012
Wealth Alliance
New York
$1.59M -$63.8K -129 -4%
HA
1013
Harfst & Associates
Wyoming
$1.58M +$16.8K +34 +1%
DWM
1014
Dakota Wealth Management
Florida
$1.58M +$1.49M +3,019 New
AFG
1015
Atomi Financial Group
New York
$1.57M +$169K +342 +13%
KHCM
1016
Kirtland Hills Capital Management
Ohio
$1.57M +$102K +206 +7%
PAM
1017
Panagora Asset Management
Massachusetts
$1.57M +$355K +718 +31%
MO
1018
McMillan Office
Michigan
$1.57M +$1.48M +2,998 New
LGA
1019
Lebenthal Global Advisors
New York
$1.56M -$301K -608 -17%
MHC
1020
Meyer Handelman Company
New York
$1.56M +$186K +375 +14%
CB
1021
Cadence Bank
Mississippi
$1.56M +$27.7K +56 +2%
DAS
1022
Diversify Advisory Services
Utah
$1.56M -$91.5K -185 -6%
AIA
1023
AIMZ Investment Advisors
California
$1.55M -$11.9K -24 -0.8%
NFG
1024
Nations Financial Group
Iowa
$1.55M +$3.96K +8 +0.3%
NPA
1025
Nichols & Pratt Advisers
Massachusetts
$1.55M -$990 -2 -0.1%