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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
CWM
1126
Cooke Wealth Management
California
$1.09M
PWA
1127
Pitcairn Wealth Advisors
Pennsylvania
$1.09M
CFA
1128
Churchill Financial Advisors
Kentucky
$1.09M
Capstone Investment Advisors
1129
Capstone Investment Advisors
New York
$1.07M
TSS
1130
Two Sigma Securities
New York
$1.07M
SWGC
1131
Summit Wealth Group (Colorado)
Colorado
$1.06M
SI
1132
Seeds Investor
New York
$1.06M
DCM
1133
Dimension Capital Management
Florida
$1.05M
CSP
1134
Cary Street Partners
Virginia
$1.05M
SBCM
1135
Silverberg Bernstein Capital Management
New York
$1.05M
AI
1136
Atom Investors
Texas
$1.05M
AC
1137
Avestar Capital
New York
$1.05M
OFS
1138
Orrstown Financial Services
Pennsylvania
$1.04M
PPWM
1139
Paragon Private Wealth Management
Kentucky
$1.04M
F8IS
1140
Figure 8 Investment Strategies
Idaho
$1.04M
CWS
1141
Confluence Wealth Services
Pennsylvania
$1.04M
WWM
1142
Waterway Wealth Management
Texas
$1.03M
BA
1143
Bridgewater Advisors
New York
$1.03M
ZI
1144
ZEGA Investments
Florida
$1.02M
OWA
1145
Outlook Wealth Advisors
Texas
$1.02M
PK
1146
Pflug Koory
Nebraska
$1.01M
IA
1147
IFP Advisors
Florida
$1.01M
OM
1148
OV Management
Minnesota
$1.01M
BWP
1149
BSW Wealth Partners
Colorado
$1.01M
VWM
1150
Venturi Wealth Management
Texas
$1.01M