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S&P Global

2,166 hedge funds and large institutions have $137B invested in S&P Global in 2025 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 778 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: 2,0372,166 (+129)

1.44% more ownership

Funds ownership: 86.02%87.46% (+1.4%)

3% less repeat investments, than reductions

Existing positions increased: 778 | Existing positions reduced: 803

Holders
2,166
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
WMWM
1001
Whitaker-Myers Wealth Managers
Ohio
$1.59M
SOAM
1002
SBI Okasan Asset Management
Japan
$1.59M
WF
1003
WoodTrust Financial
Wisconsin
$1.59M
WA
1004
Wealth Alliance
New York
$1.59M
HA
1005
Harfst & Associates
Wyoming
$1.58M
DWM
1006
Dakota Wealth Management
Florida
$1.58M
AFG
1007
Atomi Financial Group
New York
$1.57M
KHCM
1008
Kirtland Hills Capital Management
Ohio
$1.57M
PAM
1009
Panagora Asset Management
Massachusetts
$1.57M
MO
1010
McMillan Office
Michigan
$1.57M
LGA
1011
Lebenthal Global Advisors
New York
$1.56M
MHC
1012
Meyer Handelman Company
New York
$1.56M
CB
1013
Cadence Bank
Mississippi
$1.56M
DAS
1014
Diversify Advisory Services
Utah
$1.56M
AIA
1015
AIMZ Investment Advisors
California
$1.55M
NFG
1016
Nations Financial Group
Iowa
$1.55M
NPA
1017
Nichols & Pratt Advisers
Massachusetts
$1.55M
CI
1018
Cigna Investments
Connecticut
$1.54M
GAG
1019
GM Advisory Group
New York
$1.54M
AG
1020
AlTi Global
New York
$1.54M
CIC
1021
Cornercap Investment Counsel
Georgia
$1.54M
GSEP
1022
Golden State Equity Partners
California
$1.52M
CCM
1023
Compass Capital Management
Minnesota
$1.51M
GAM
1024
Griffin Asset Management
New York
$1.5M
BC
1025
Bowman & Company
Wisconsin
$1.5M