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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
MFA
1226
Mayflower Financial Advisors
Massachusetts
$744K
OHWP
1227
Oak Harbor Wealth Partners
North Carolina
$744K
AWM
1228
Axxcess Wealth Management
California
$739K
TWM
1229
Trueblood Wealth Management
Ohio
$731K
SIG
1230
Stonegate Investment Group
Alabama
$731K
C
1231
Certuity
Florida
$726K
LFA
1232
Legacy Financial Advisors
Kentucky
$725K
LAM
1233
L2 Asset Management
Massachusetts
$725K
CCWM
1234
Cassaday & Co Wealth Management
Virginia
$722K
KWA
1235
Kingswood Wealth Advisors
California
$719K
WPW
1236
Waldron Private Wealth
Pennsylvania
$715K
FAM
1237
Formidable Asset Management
Ohio
$714K
PFBT
1238
Parkside Financial Bank & Trust
Missouri
$712K
LCWP
1239
Legacy Capital Wealth Partners
Arkansas
$708K
TPCW
1240
TD Private Client Wealth
New York
$707K
BBP
1241
Banco BTG Pactual
Brazil
$707K
TAM
1242
Townsend Asset Management
North Carolina
$705K
MGIA
1243
Moneta Group Investment Advisors
Missouri
$698K
PCP
1244
Proficio Capital Partners
Massachusetts
$698K
LWP
1245
LeClair Wealth Partners
Ohio
$695K
PFG
1246
Prosperity Financial Group
California
$694K
BCM
1247
Boreal Capital Management
Florida
$694K
KCM
1248
Kathmere Capital Management
Pennsylvania
$693K
GXJ
1249
Global X Japan
Japan
$692K
WB
1250
WesBanco Bank
West Virginia
$691K