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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 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 307 | Existing positions closed: 119

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: 2,0512,193 (+142)

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
+142
Holders Change %
+6.92%
% 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
119
Calls
$1.68B
Puts
$1.31B
Net Calls
+$374M
Net Calls Change
+$172M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
1126
Ironwood Investment Management
Massachusetts
$1.12M +$184K +371 +21%
CL
1127
CVFG LLC
Indiana
$1.12M -$16.8K -34 -2%
ACM
1128
Allred Capital Management
Texas
$1.12M +$3.46K +7 +0.3%
CAMG
1129
CWA Asset Management Group
Florida
$1.12M -$154K -311 -13%
WP
1130
WealthPLAN Partners
Nebraska
$1.11M -$27.2K -55 -3%
BHPW
1131
Beverly Hills Private Wealth
California
$1.11M -$24.2K -49 -2%
KPPF
1132
Klein Pavlis & Peasley Financial
California
$1.1M +$1.04M +2,102 New
LF
1133
LifePlan Financial
Minnesota
$1.1M +$11.4K +23 +1%
FG
1134
Foster Group
Iowa
$1.09M -$40.6K -82 -4%
CWM
1135
Cooke Wealth Management
California
$1.09M +$990K +2,000 New
PWA
1136
Pitcairn Wealth Advisors
Pennsylvania
$1.09M +$1.03M +2,083 New
CFA
1137
Churchill Financial Advisors
Kentucky
$1.09M +$1.03M +2,077 New
Capstone Investment Advisors
1138
Capstone Investment Advisors
New York
$1.07M -$2.58M -5,219 -72%
TSS
1139
Two Sigma Securities
New York
$1.07M +$1.01M +2,050 New
SWGC
1140
Summit Wealth Group (Colorado)
Colorado
$1.06M +$1.01M +2,032 New
SI
1141
Seeds Investor
New York
$1.06M +$47K +95 +5%
DCM
1142
Dimension Capital Management
Florida
$1.05M +$4.45K +9 +0.4%
CSP
1143
Cary Street Partners
Virginia
$1.05M -$171K -346 -15%
SBCM
1144
Silverberg Bernstein Capital Management
New York
$1.05M
AI
1145
Atom Investors
Texas
$1.05M +$990K +2,000 New
AC
1146
Avestar Capital
New York
$1.05M -$159K -322 -14%
OFS
1147
Orrstown Financial Services
Pennsylvania
$1.04M +$13.9K +28 +1%
PPWM
1148
Paragon Private Wealth Management
Kentucky
$1.04M +$27.7K +56 +3%
F8IS
1149
Figure 8 Investment Strategies
Idaho
$1.04M +$982K +1,985 New
CWS
1150
Confluence Wealth Services
Pennsylvania
$1.04M -$41.1K -83 -4%