SPGI icon

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
C
1101
Certuity
Florida
$1.16M
SWM
1102
SHP Wealth Management
Massachusetts
$1.16M
VFA
1103
Values First Advisors
Tennessee
$1.16M
LWAM
1104
Legacy Wealth Asset Management
Minnesota
$1.15M
WFA
1105
Wellspring Financial Advisors
Ohio
$1.15M
SAM
1106
Synergy Asset Management
Washington
$1.15M
NP
1107
NorthRock Partners
Minnesota
$1.14M
CGL
1108
Clarius Group LLC
Washington
$1.14M
CI
1109
Cooper Investors
Australia
$1.14M
CT
1110
Colonial Trust
South Carolina
$1.14M
FBT
1111
First Bank & Trust
South Dakota
$1.14M
IIC
1112
Ironwood Investment Counsel
Arizona
$1.13M
BWP
1113
Barlow Wealth Partners
Kentucky
$1.13M
PPWP
1114
Premier Path Wealth Partners
New Jersey
$1.13M
JSW
1115
Journey Strategic Wealth
New Jersey
$1.13M
SMG
1116
Smart Money Group
Texas
$1.12M
IIM
1117
Ironwood Investment Management
Massachusetts
$1.12M
CL
1118
CVFG LLC
Indiana
$1.12M
ACM
1119
Allred Capital Management
Texas
$1.12M
CAMG
1120
CWA Asset Management Group
Florida
$1.12M
WP
1121
WealthPLAN Partners
Nebraska
$1.11M
BHPW
1122
Beverly Hills Private Wealth
California
$1.11M
KPPF
1123
Klein Pavlis & Peasley Financial
California
$1.1M
LF
1124
LifePlan Financial
Minnesota
$1.1M
FG
1125
Foster Group
Iowa
$1.09M