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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
PWM
1026
Palumbo Wealth Management
New York
$1.31M
MI
1027
Motiv8 Investments
Florida
$1.31M
CAMG
1028
CWA Asset Management Group
Florida
$1.3M
AF
1029
Allworth Financial
California
$1.3M
WP
1030
Westmount Partners
California
$1.3M
CSP
1031
Cary Street Partners
Virginia
$1.3M
CAM
1032
Carret Asset Management
New York
$1.3M
DAM
1033
Deltec Asset Management
New York
$1.29M
AFG
1034
Atomi Financial Group
New York
$1.29M
Members Trust
1035
Members Trust
Florida
$1.29M
CFFP
1036
Center for Financial Planning
Michigan
$1.29M
PA
1037
Procyon Advisors
Connecticut
$1.28M
SGA
1038
Strategic Global Advisors
California
$1.28M
GRP
1039
Global Retirement Partners
California
$1.28M
WS
1040
Wedbush Securities
California
$1.28M
SFP
1041
Shepherd Financial Partners
Massachusetts
$1.28M
CAM
1042
Congress Asset Management
Massachusetts
$1.28M
RIA
1043
Regal Investment Advisors
Michigan
$1.27M
GFP
1044
Gryphon Financial Partners
Ohio
$1.27M
CBUSF
1045
Construction & Building Unions Superannuation Fund
Australia
$1.27M
VWM
1046
Venturi Wealth Management
Texas
$1.26M
AF
1047
Advisornet Financial
Minnesota
$1.26M
WSFS
1048
Wilmington Savings Fund Society
Delaware
$1.25M
GM
1049
GeoWealth Management
Illinois
$1.25M
DL
1050
DOHJ LLC
Washington
$1.25M