We are live on ! Find out more
SPGI icon

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
HCM
1101
Howard Capital Management
Georgia
$1.19M +$5.94K +12 +0.5%
SCP
1102
Stevens Capital Partners
Nebraska
$1.19M +$23.8K +48 +2%
LC
1103
Lincoln Capital
Nebraska
$1.18M -$2.47K -5 -0.2%
RWM
1104
Rench Wealth Management
Texas
$1.18M +$894K +1,807 +400%
IFWM
1105
Institute for Wealth Management
Colorado
$1.18M +$336K +679 +43%
AF
1106
Advisornet Financial
Minnesota
$1.17M +$3.96K +8 +0.4%
SF
1107
Sun Financial
Utah
$1.17M +$1.11M +2,245 New
GC
1108
Guilbault Capital
Louisiana
$1.17M +$1.11M +2,240 New
FI
1109
Finivi Inc
Massachusetts
$1.17M +$495 +1 +0%
C
1110
Certuity
Florida
$1.16M -$66.8K -135 -6%
SWM
1111
SHP Wealth Management
Massachusetts
$1.16M +$1.1M +2,221 New
VFA
1112
Values First Advisors
Tennessee
$1.16M +$157K +317 +17%
LWAM
1113
Legacy Wealth Asset Management
Minnesota
$1.15M +$48K +97 +5%
WFA
1114
Wellspring Financial Advisors
Ohio
$1.15M +$737K +1,490 +212%
SAM
1115
Synergy Asset Management
Washington
$1.15M -$11.6M -23,501 -91%
NP
1116
NorthRock Partners
Minnesota
$1.14M -$1.69M -3,414 -61%
CGL
1117
Clarius Group LLC
Washington
$1.14M -$10.4K -21 -0.9%
CI
1118
Cooper Investors
Australia
$1.14M +$232K +468 +27%
CT
1119
Colonial Trust
South Carolina
$1.14M -$19.8K -40 -2%
FBT
1120
First Bank & Trust
South Dakota
$1.14M -$26.7K -54 -2%
IIC
1121
Ironwood Investment Counsel
Arizona
$1.13M -$2.97K -6 -0.3%
BWP
1122
Barlow Wealth Partners
Kentucky
$1.13M -$106K -215 -9%
PPWP
1123
Premier Path Wealth Partners
New Jersey
$1.13M -$93K -188 -8%
JSW
1124
Journey Strategic Wealth
New Jersey
$1.13M -$16.8K -34 -2%
SMG
1125
Smart Money Group
Texas
$1.12M +$6.93K +14 +0.7%