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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
WWM
1151
Waterway Wealth Management
Texas
$1.03M +$480K +971 +97%
BA
1152
Bridgewater Advisors
New York
$1.03M -$10.9K -22 -1%
ZI
1153
ZEGA Investments
Florida
$1.02M +$120K +242 +14%
OWA
1154
Outlook Wealth Advisors
Texas
$1.02M
PK
1155
Pflug Koory
Nebraska
$1.01M -$82.6K -167 -8%
IA
1156
IFP Advisors
Florida
$1.01M -$97.5K -197 -9%
OM
1157
OV Management
Minnesota
$1.01M
BWP
1158
BSW Wealth Partners
Colorado
$1.01M +$10.9K +22 +1%
VWM
1159
Venturi Wealth Management
Texas
$1.01M -$12.9K -26 -1%
PE
1160
PCM Encore
Colorado
$997K +$945K +1,909 New
AWM
1161
Aprio Wealth Management
Georgia
$997K +$199K +403 +27%
RCAG
1162
Rehmann Capital Advisory Group
Michigan
$995K -$10.4K -21 -1%
MCA
1163
Magnolia Capital Advisors
Mississippi
$994K -$43.5K -88 -4%
FIT
1164
Financially in Tune
Massachusetts
$994K +$941K +1,901 New
SW
1165
SlateStone Wealth
Florida
$989K
WANY
1166
Wealthspire Advisors (New York)
New York
$988K +$609K +1,231 +187%
WTB
1167
Washington Trust Bank
Washington
$987K +$11.4K +23 +1%
RWPA
1168
Richard W. Paul & Associates
Michigan
$986K +$162K +327 +21%
SLT
1169
St Louis Trust
Missouri
$979K +$927K +1,874 New
FA
1170
Faithward Advisors
Pennsylvania
$971K -$71.2K -144 -7%
FMI
1171
Frec Markets Inc
California
$970K +$918K +1,856 New
NCM
1172
Northside Capital Management
Oregon
$970K
RIA
1173
Realta Investment Advisors
Delaware
$969K +$917K +1,854 New
BWM
1174
Baron Wealth Management
Michigan
$966K -$30.2K -61 -3%
TAM
1175
Trillium Asset Management
Massachusetts
$961K