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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
SMA
1201
Seven Mile Advisory
New Jersey
$912K +$541K +1,094 +168%
TSMHT
1202
Thurston Springer Miller Herd & Titak
Indiana
$911K +$604K +1,221 +233%
BOSSRA
1203
B.O.S.S. Retirement Advisors
Utah
$910K -$1.15M -2,323 -57%
BHWM
1204
Bar Harbor Wealth Management
New Hampshire
$910K -$6.93K -14 -0.8%
ST
1205
Spinnaker Trust
Maine
$910K
RA
1206
RiverPark Advisors
New York
$909K -$61.8K -125 -7%
NPT
1207
National Philanthropic Trust
Pennsylvania
$906K +$642K +1,297 +297%
DTC
1208
Davidson Trust Company
Washington
$903K +$11.9K +24 +1%
SPC
1209
Spirepoint Private Client
Florida
$893K +$990 +2 +0.1%
EV
1210
EJMK Ventures
Illinois
$892K +$845K +1,707 New
FAL
1211
Focused Alpha LLC
Colorado
$892K +$844K +1,706 New
IDBONY
1212
Israel Discount Bank of New York
New York
$888K
WPC
1213
Waters Parkerson & Co
Louisiana
$888K
IWA
1214
Invera Wealth Advisors
Oregon
$888K -$12.9K -26 -2%
EP
1215
Edgestream Partners
New Jersey
$887K -$354K -715 -30%
CWA
1216
CM Wealth Advisors
Ohio
$885K +$838K +1,693 New
AIA
1217
AssuredPartners Investment Advisors
Florida
$884K +$407K +823 +95%
OHWP
1218
Oak Harbor Wealth Partners
North Carolina
$882K +$82.1K +166 +11%
PCM
1219
Penserra Capital Management
California
$882K -$1.07M -2,154 -56%
AIM
1220
Arcadia Investment Management
Michigan
$880K +$1.48K +3 +0.2%
CNBT
1221
Canandaigua National Bank & Trust
New York
$872K -$614K -1,241 -43%
PCM
1222
Permanent Capital Management
Illinois
$871K -$15.3K -31 -2%
FCM
1223
Fortis Capital Management
Washington
$866K -$19.8K -40 -2%
Arrowstreet Capital
1224
Arrowstreet Capital
Massachusetts
$861K +$815K +1,648 New
GIA
1225
Gladstone Institutional Advisory
Florida
$860K -$555K -1,121 -41%