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S&P Global

2,168 hedge funds and large institutions have $137B invested in S&P Global in 2025 Q4 according to their latest regulatory filings, with 297 funds opening new positions, 779 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: 2,0382,168 (+130)

1.47% more ownership

Funds ownership: 86.02%87.49% (+1.5%)

3% less repeat investments, than reductions

Existing positions increased: 779 | Existing positions reduced: 803

Holders
2,168
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
CSPIA
1051
Cary Street Partners Investment Advisory
Virginia
$1.37M
RWA
1052
River Wealth Advisors
Pennsylvania
$1.37M
BFA
1053
Buttonwood Financial Advisors
Maryland
$1.37M
RIA
1054
Regal Investment Advisors
Michigan
$1.36M
IIM
1055
Intact Investment Management
Quebec, Canada
$1.36M
ITFISA
1056
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.36M
BTI
1057
Blue Trust Inc
Georgia
$1.35M
BCM
1058
Boreal Capital Management
Florida
$1.35M
BRWA
1059
B. Riley Wealth Advisors
Florida
$1.33M
CGA
1060
Channing Global Advisors
Florida
$1.33M
HSA
1061
HBK Sorce Advisory
Pennsylvania
$1.33M
PWPS
1062
Pinnacle Wealth Planning Services
Ohio
$1.33M
OIS
1063
Okabena Investment Services
Minnesota
$1.33M
EWM
1064
EPG Wealth Management
Georgia
$1.32M
AWP
1065
Accretive Wealth Partners
New Jersey
$1.31M
DWP
1066
Daymark Wealth Partners
Ohio
$1.31M
EI
1067
Ellevest Inc
New York
$1.31M
MFGM
1068
Marshall Financial Group (Maryland)
Maryland
$1.3M
PWM
1069
Palumbo Wealth Management
New York
$1.3M
AWMT
1070
AAFMAA Wealth Management & Trust
North Carolina
$1.29M
ONB
1071
Old National Bancorp
Indiana
$1.29M
CPIG
1072
Chicago Partners Investment Group
Illinois
$1.28M
DAM
1073
Deltec Asset Management
New York
$1.28M
PA
1074
Procyon Advisors
Connecticut
$1.28M
AC
1075
AlphaCore Capital
California
$1.28M