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S&P Global

2,168 hedge funds and large institutions have $137B invested in S&P Global in 2025 Q4 according to their latest regulatory filings, with 297 funds opening new positions, 779 increasing their positions, 803 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 2,0382,168 (+130)

1.47% more ownership

Funds ownership: 86.02%87.49% (+1.5%)

3% less repeat investments, than reductions

Existing positions increased: 779 | Existing positions reduced: 803

Holders
2,168
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.68B
Puts
$1.31B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CP
1226
Covenant Partners
Tennessee
$832K
CFP
1227
Catalyst Financial Partners
Massachusetts
$832K
TPI
1228
Trust Point Inc
Wisconsin
$831K
BWP
1229
Burling Wealth Partners
Illinois
$827K
CWM
1230
Circle Wealth Management
New Jersey
$824K
MIM
1231
Moseley Investment Management
Florida
$822K
OWA
1232
Opal Wealth Advisors
New York
$820K
DLA
1233
Douglas Lane & Associates
New York
$819K
SSCM
1234
Sovereign's Capital Management
Georgia
$817K
SL
1235
SFM LLC
New Hampshire
$817K
HHCP
1236
Hilton Head Capital Partners
South Carolina
$816K
LAM
1237
L2 Asset Management
Massachusetts
$813K
IWM
1238
IHT Wealth Management
Illinois
$811K
APW
1239
Aventura Private Wealth
Florida
$807K
IIA
1240
ICW Investment Advisors
Arizona
$806K
EWA
1241
EverSource Wealth Advisors
Alabama
$806K
GIM
1242
Generali Investments Management
Slovenia
$805K
HW
1243
Hancock Whitney
Mississippi
$797K
CCA
1244
Conestoga Capital Advisors
Pennsylvania
$795K
IPW
1245
Impact Partnership Wealth
Georgia
$789K
HPM
1246
Hoxton Planning & Management
West Virginia
$788K
NRW
1247
Nova R Wealth
Kansas
$788K
FNBT
1248
FineMark National Bank & Trust
Florida
$787K
OWP
1249
Obermeyer Wealth Partners
Colorado
$786K
PFW
1250
Petros Family Wealth
Minnesota
$784K