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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
BHWM
1151
Bar Harbor Wealth Management
New Hampshire
$926K
KP
1152
Keel Point
Alabama
$926K
OPWM
1153
Oakwell Private Wealth Management
Texas
$922K
FFG
1154
Fortem Financial Group
California
$921K
ST
1155
Spinnaker Trust
Maine
$919K
SSCM
1156
Sovereign's Capital Management
Georgia
$916K
MCM
1157
Mendel Capital Management
Arkansas
$915K
DLA
1158
Douglas Lane & Associates
New York
$912K
GAM
1159
Griffin Asset Management
New York
$910K
IWA
1160
Invera Wealth Advisors
Oregon
$907K
NGA
1161
Naples Global Advisors
Florida
$904K
HW
1162
Hancock Whitney
Mississippi
$904K
ECA
1163
Elevated Capital Advisors
Utah
$904K
DTC
1164
Davidson Trust Company
Washington
$903K
WPC
1165
Waters Parkerson & Co
Louisiana
$896K
IDBONY
1166
Israel Discount Bank of New York
New York
$896K
SS
1167
SBI Securities
Japan
$895K
FAM
1168
Fairtree Asset Management
South Africa
$895K
BB
1169
Bell Bank
North Dakota
$894K
CPW
1170
Crestmont Private Wealth
Texas
$887K
AIM
1171
Arcadia Investment Management
Michigan
$886K
1M
1172
1248 Management
Missouri
$883K
CG
1173
Cynosure Group
Utah
$883K
FCM
1174
Fortis Capital Management
Washington
$882K
YIH
1175
Y-Intercept (HK)
Hong Kong
$872K