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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
RWA
1051
River Wealth Advisors
Pennsylvania
$1.37M
BFA
1052
Buttonwood Financial Advisors
Maryland
$1.37M
RIA
1053
Regal Investment Advisors
Michigan
$1.36M
IIM
1054
Intact Investment Management
Quebec, Canada
$1.36M
ITFISA
1055
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.36M
BTI
1056
Blue Trust Inc
Georgia
$1.35M
BCM
1057
Boreal Capital Management
Florida
$1.35M
BRWA
1058
B. Riley Wealth Advisors
Florida
$1.33M
CGA
1059
Channing Global Advisors
Florida
$1.33M
HSA
1060
HBK Sorce Advisory
Pennsylvania
$1.33M
PWPS
1061
Pinnacle Wealth Planning Services
Ohio
$1.33M
OIS
1062
Okabena Investment Services
Minnesota
$1.33M
EWM
1063
EPG Wealth Management
Georgia
$1.32M
AWP
1064
Accretive Wealth Partners
New Jersey
$1.31M
DWP
1065
Daymark Wealth Partners
Ohio
$1.31M
EI
1066
Ellevest Inc
New York
$1.31M
MFGM
1067
Marshall Financial Group (Maryland)
Maryland
$1.3M
PWM
1068
Palumbo Wealth Management
New York
$1.3M
AWMT
1069
AAFMAA Wealth Management & Trust
North Carolina
$1.29M
ONB
1070
Old National Bancorp
Indiana
$1.29M
CPIG
1071
Chicago Partners Investment Group
Illinois
$1.28M
DAM
1072
Deltec Asset Management
New York
$1.28M
PA
1073
Procyon Advisors
Connecticut
$1.28M
AC
1074
AlphaCore Capital
California
$1.28M
LSA
1075
Leonteq Securities AG
Switzerland
$1.27M