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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
CPW
1176
Crestmont Private Wealth
Texas
$961K -$29.2K -59 -3%
PP
1177
PDS Planning
Ohio
$959K -$56.9K -115 -6%
BBP
1178
Banco BTG Pactual
Brazil
$957K +$243K +491 +37%
GWAM
1179
Guardian Wealth Advisors (Minnesota)
Minnesota
$957K +$19.3K +39 +2%
RCM
1180
Radnor Capital Management
Pennsylvania
$950K
OPW
1181
Osprey Private Wealth
New York
$944K +$332K +672 +59%
SC
1182
Sepio Capital
Utah
$943K +$26.2K +53 +3%
VFA
1183
Voya Financial Advisors
Connecticut
$943K -$65.8K -133 -7%
GCA
1184
Greenwood Capital Associates
South Carolina
$943K +$990 +2 +0.1%
LIM
1185
Leavell Investment Management
Alabama
$942K
CIA
1186
Capital Investment Advisors
Georgia
$941K +$93K +188 +12%
LIA
1187
Limestone Investment Advisors
New York
$941K +$891K +1,800 New
FFS
1188
Founders Financial Securities
Maryland
$940K -$107K -216 -11%
FWP
1189
Forefront Wealth Partners
Texas
$934K +$990 +2 +0.1%
OWA
1190
One Wealth Advisors
California
$932K -$89.6K -181 -9%
KP
1191
Keel Point
Alabama
$931K -$19.8K -40 -2%
RMCM
1192
Reynders McVeigh Capital Management
Massachusetts
$931K -$658K -1,329 -43%
SC
1193
Skylands Capital
Wisconsin
$930K -$1.04M -2,100 -54%
BFA
1194
Beaumont Financial Advisors
Massachusetts
$930K +$5.94K +12 +0.7%
EPW
1195
Evolve Private Wealth
California
$928K +$879K +1,776 New
MWP
1196
Meridian Wealth Partners
Pennsylvania
$926K -$495 -1 -0.1%
TWP
1197
Tyche Wealth Partners
Texas
$922K +$567K +1,145 +185%
TPA
1198
Trivium Point Advisory
Connecticut
$921K -$192K -389 -18%
MC
1199
Moors & Cabot
Massachusetts
$918K -$121K -244 -12%
SRS
1200
Strong Retirement Solutions
Washington
$913K +$864K +1,747 New