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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
JF
1176
Jericho Financial
Ohio
$872K
SCP
1177
Stamos Capital Partners
California
$869K
MA
1178
Mutual Advisors
Nebraska
$868K
JCM
1179
Jacobsen Capital Management
Utah
$866K
AA
1180
Alta Advisers
United Kingdom
$863K
BMCM
1181
Bryn Mawr Capital Management
Pennsylvania
$863K
SAI
1182
Savvy Advisors Inc
New York
$863K
AW
1183
Alteri Wealth
California
$861K
SIM
1184
Sentry Investment Management
Wisconsin
$859K
SPC
1185
Sigma Planning Corp
Michigan
$852K
EFM
1186
E Fund Management
China
$850K
CIA
1187
Capital Investment Advisors
Georgia
$848K
CA
1188
Continuum Advisory
Idaho
$847K
OFS
1189
Orrstown Financial Services
Pennsylvania
$841K
FNBT
1190
FineMark National Bank & Trust
Florida
$840K
AIM
1191
Aigen Investment Management
New York
$834K
CP
1192
Covenant Partners
Tennessee
$834K
MIM
1193
Moseley Investment Management
Florida
$830K
SL
1194
SFM LLC
New Hampshire
$826K
LWAM
1195
Legacy Wealth Asset Management
Minnesota
$818K
IFWM
1196
Institute for Wealth Management
Colorado
$811K
MLA
1197
My Legacy Advisors
Oregon
$809K
HPM
1198
Hoxton Planning & Management
West Virginia
$808K
USCWA
1199
U.S. Capital Wealth Advisors
Texas
$804K
OWA
1200
Opal Wealth Advisors
New York
$801K