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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
FI
1101
Finivi Inc
Massachusetts
$1.17M
C
1102
Certuity
Florida
$1.16M
SWM
1103
SHP Wealth Management
Massachusetts
$1.16M
VFA
1104
Values First Advisors
Tennessee
$1.16M
LWAM
1105
Legacy Wealth Asset Management
Minnesota
$1.15M
WFA
1106
Wellspring Financial Advisors
Ohio
$1.15M
SAM
1107
Synergy Asset Management
Washington
$1.15M
NP
1108
NorthRock Partners
Minnesota
$1.14M
CGL
1109
Clarius Group LLC
Washington
$1.14M
CI
1110
Cooper Investors
Australia
$1.14M
CT
1111
Colonial Trust
South Carolina
$1.14M
FBT
1112
First Bank & Trust
South Dakota
$1.14M
IIC
1113
Ironwood Investment Counsel
Arizona
$1.13M
BWP
1114
Barlow Wealth Partners
Kentucky
$1.13M
PPWP
1115
Premier Path Wealth Partners
New Jersey
$1.13M
JSW
1116
Journey Strategic Wealth
New Jersey
$1.13M
SMG
1117
Smart Money Group
Texas
$1.12M
IIM
1118
Ironwood Investment Management
Massachusetts
$1.12M
CL
1119
CVFG LLC
Indiana
$1.12M
ACM
1120
Allred Capital Management
Texas
$1.12M
CAMG
1121
CWA Asset Management Group
Florida
$1.12M
WP
1122
WealthPLAN Partners
Nebraska
$1.11M
BHPW
1123
Beverly Hills Private Wealth
California
$1.11M
KPPF
1124
Klein Pavlis & Peasley Financial
California
$1.1M
LF
1125
LifePlan Financial
Minnesota
$1.1M