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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
AC
1101
AlphaCore Capital
California
$1.05M
FPAS
1102
Focus Partners Advisor Solutions
Missouri
$1.04M
VAS
1103
Vestmark Advisory Solutions
Massachusetts
$1.04M
PMA
1104
Prudent Man Advisors
Illinois
$1.04M
OWA
1105
Outlook Wealth Advisors
Texas
$1.03M
DCM
1106
Dimension Capital Management
Florida
$1.03M
CA
1107
CoreCap Advisors
Michigan
$1.02M
SWGC
1108
Summit Wealth Group (Colorado)
Colorado
$1.02M
CI
1109
Conning Inc
Connecticut
$1.02M
SC
1110
Skylands Capital
Wisconsin
$1.02M
BA
1111
Bridgewater Advisors
New York
$1.02M
OM
1112
OV Management
Minnesota
$1.02M
FFS
1113
Founders Financial Securities
Maryland
$1.02M
EWA
1114
EverSource Wealth Advisors
Alabama
$1.02M
VFA
1115
Voya Financial Advisors
Connecticut
$1.02M
SAW
1116
Signal Advisors Wealth
Michigan
$1.01M
VFA
1117
Values First Advisors
Tennessee
$1.01M
PCA
1118
Pallas Capital Advisors
Massachusetts
$1.01M
PP
1119
PDS Planning
Ohio
$1.01M
RCAG
1120
Rehmann Capital Advisory Group
Michigan
$1M
SC
1121
Soundwatch Capital
Connecticut
$1M
RA
1122
RiverPark Advisors
New York
$999K
OWA
1123
One Wealth Advisors
California
$999K
JSW
1124
Journey Strategic Wealth
New Jersey
$997K
SMA
1125
Sage Mountain Advisors
Georgia
$997K