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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
PWM
1076
Palumbo Wealth Management
New York
$1.3M -$4.95K -10 -0.4%
AWMT
1077
AAFMAA Wealth Management & Trust
North Carolina
$1.29M +$156K +315 +15%
ONB
1078
Old National Bancorp
Indiana
$1.29M -$191K -387 -14%
CPIG
1079
Chicago Partners Investment Group
Illinois
$1.28M +$125K +252 +12%
DAM
1080
Deltec Asset Management
New York
$1.28M
PA
1081
Procyon Advisors
Connecticut
$1.28M +$70.8K +143 +6%
AC
1082
AlphaCore Capital
California
$1.28M +$255K +515 +27%
LSA
1083
Leonteq Securities AG
Switzerland
$1.27M -$1.58M -3,199 -57%
FLPIM
1084
F.L. Putnam Investment Management
Massachusetts
$1.26M -$118K -238 -9%
IP
1085
Indivisible Partners
Florida
$1.26M +$1.19M +2,404 New
SFP
1086
Shepherd Financial Partners
Massachusetts
$1.26M -$9.9K -20 -0.8%
Members Trust
1087
Members Trust
Florida
$1.25M +$4.95K +10 +0.4%
IQI
1088
Integrated Quantitative Investments
Washington
$1.24M +$1.17M +2,369 New
CAM
1089
Congress Asset Management
Massachusetts
$1.23M
NGA
1090
Naples Global Advisors
Florida
$1.23M +$8.41K +17 +0.7%
FCP
1091
Fidelis Capital Partners
Florida
$1.23M +$174K +352 +18%
FFG
1092
Fortem Financial Group
California
$1.22M +$129K +261 +13%
GA
1093
GSG Advisors
New Jersey
$1.22M +$12.9K +26 +1%
HIIFS
1094
Harel Insurance Investments & Financial Services
Israel
$1.22M -$133K -268 -10%
SP
1095
Saranac Partners
$1.2M +$977K +1,975 +598%
SMA
1096
Sage Mountain Advisors
Georgia
$1.2M +$86.6K +175 +8%
AG
1097
ASO Group
$1.2M +$1.14M +2,299 New
RAM
1098
Ramirez Asset Management
New York
$1.2M
LS
1099
Livforsakringsbolaget Skandia
Sweden
$1.2M -$59.4K -120 -5%
BAAM
1100
Baker Avenue Asset Management
California
$1.19M +$34.6K +70 +3%