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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
CT
1201
Caldwell Trust
Florida
$801K
WFI
1202
West Family Investments
California
$799K
LHC
1203
Little House Capital
Massachusetts
$795K
CCA
1204
Conestoga Capital Advisors
Pennsylvania
$789K
NRW
1205
Nova R Wealth
Kansas
$787K
QWP
1206
Quotient Wealth Partners
Texas
$783K
LJCM
1207
Lee Johnson Capital Management
Texas
$782K
SW
1208
Simplicity Wealth
New Jersey
$782K
FMWA
1209
Forvis Mazars Wealth Advisors
Missouri
$781K
NHT
1210
New Hampshire Trust
New Hampshire
$780K
AWM
1211
Aprio Wealth Management
Georgia
$776K
SLG
1212
Stanley-Laman Group
Pennsylvania
$772K
JWCA
1213
J.W. Coons Advisors
Ohio
$771K
SFSG
1214
Sound Financial Strategies Group
Mississippi
$768K
CFP
1215
Catalyst Financial Partners
Massachusetts
$762K
RSC
1216
Red Spruce Capital
Pennsylvania
$761K
MFIM
1217
Mesirow Financial Investment Management
Illinois
$761K
FAFN
1218
First Affirmative Financial Network
Colorado
$759K
RWPA
1219
Richard W. Paul & Associates
Michigan
$759K
ACI
1220
Alpha Cubed Investments
California
$757K
FFO
1221
Fiduciary Family Office
Florida
$753K
NA
1222
Navellier & Associates
Nevada
$752K
BFA
1223
Buttonwood Financial Advisors
Maryland
$751K
HH
1224
HWG Holdings
Texas
$749K
HBS
1225
Howard Bailey Securities
Indiana
$745K