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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
LC
1051
Lincoln Capital
Nebraska
$1.24M
BAAM
1052
Baker Avenue Asset Management
California
$1.23M
AG
1053
Algert Global
California
$1.23M
PWPS
1054
Pinnacle Wealth Planning Services
Ohio
$1.23M
FNC
1055
First National Corp
Massachusetts
$1.23M
GWM
1056
Geneos Wealth Management
Colorado
$1.22M
GA
1057
GSG Advisors
New Jersey
$1.22M
RAM
1058
Ramirez Asset Management
New York
$1.21M
SC
1059
Sepio Capital
Utah
$1.21M
BHPW
1060
Beverly Hills Private Wealth
California
$1.2M
BWP
1061
Barlow Wealth Partners
Kentucky
$1.2M
HR
1062
Howe & Rusling
New York
$1.19M
MP
1063
McDonald Partners
Ohio
$1.18M
FG
1064
Foster Group
Iowa
$1.18M
PPWP
1065
Premier Path Wealth Partners
New Jersey
$1.17M
AWMT
1066
AAFMAA Wealth Management & Trust
North Carolina
$1.17M
CT
1067
Colonial Trust
South Carolina
$1.17M
MC
1068
Moors & Cabot
Massachusetts
$1.16M
HCM
1069
Howard Capital Management
Georgia
$1.16M
CL
1070
CVFG LLC
Indiana
$1.15M
BWM
1071
Baron Wealth Management
Michigan
$1.15M
MOS
1072
MGO One Seven
Ohio
$1.14M
EWM
1073
EPG Wealth Management
Georgia
$1.14M
BWP
1074
Burling Wealth Partners
Illinois
$1.14M
GJWM
1075
Gilliland Jeter Wealth Management
Arkansas
$1.13M