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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
CAM
1051
Carret Asset Management
New York
$1.4M -$16.8K -34 -1%
PS
1052
Principal Securities
Iowa
$1.4M -$962K -1,945 -42%
FHA
1053
Flagship Harbor Advisors
Massachusetts
$1.4M -$623K -1,260 -32%
RIL
1054
Rothschild Investment LLC
Illinois
$1.4M +$5.44K +11 +0.4%
FC
1055
Farringdon Capital
United Kingdom
$1.39M -$4.92M -9,934 -79%
CCA
1056
Checchi Capital Advisers
California
$1.38M -$45.5K -92 -3%
TWM
1057
Thrive Wealth Management
Pennsylvania
$1.38M -$15.8K -32 -1%
CSPIA
1058
Cary Street Partners Investment Advisory
Virginia
$1.37M -$29.2K -59 -2%
RWA
1059
River Wealth Advisors
Pennsylvania
$1.37M -$81.6K -165 -6%
BFA
1060
Buttonwood Financial Advisors
Maryland
$1.37M +$192K +388 +17%
RIA
1061
Regal Investment Advisors
Michigan
$1.36M +$72.7K +147 +6%
IIM
1062
Intact Investment Management
Quebec, Canada
$1.36M
ITFISA
1063
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.36M +$297K +600 +30%
BTI
1064
Blue Trust Inc
Georgia
$1.35M -$42.6K -86 -3%
BCM
1065
Boreal Capital Management
Florida
$1.35M +$500K +1,011 +65%
BRWA
1066
B. Riley Wealth Advisors
Florida
$1.33M -$56.4K -114 -4%
CGA
1067
Channing Global Advisors
Florida
$1.33M +$49.5K +100 +4%
HSA
1068
HBK Sorce Advisory
Pennsylvania
$1.33M +$69.8K +141 +5%
PWPS
1069
Pinnacle Wealth Planning Services
Ohio
$1.33M +$12.4K +25 +1%
OIS
1070
Okabena Investment Services
Minnesota
$1.33M
EWM
1071
EPG Wealth Management
Georgia
$1.32M +$26.2K +53 +2%
AWP
1072
Accretive Wealth Partners
New Jersey
$1.31M -$19.8K -40 -2%
DWP
1073
Daymark Wealth Partners
Ohio
$1.31M -$156K -315 -11%
EI
1074
Ellevest Inc
New York
$1.31M -$52.4K -106 -4%
MFGM
1075
Marshall Financial Group (Maryland)
Maryland
$1.3M