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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
EHC
1226
Everett Harris & Co
California
$858K -$180K -363 -18%
SB
1227
Sunflower Bank
Texas
$858K -$41.1K -83 -5%
IEFM
1228
IQ EQ Fund Management
Ireland
$856K -$21.3K -43 -3%
CI
1229
Conning Inc
Connecticut
$855K +$21.8K +44 +3%
CW
1230
CreativeOne Wealth
Kansas
$849K -$94K -190 -10%
GFG
1231
Goldstone Financial Group
Illinois
$846K +$75.7K +153 +10%
JCM
1232
Jacobsen Capital Management
Utah
$837K -$19.8K -40 -2%
VAS
1233
Valicenti Advisory Services
New York
$836K
BB
1234
Bell Bank
North Dakota
$835K -$24.2K -49 -3%
CP
1235
Covenant Partners
Tennessee
$832K +$5.94K +12 +0.8%
CFP
1236
Catalyst Financial Partners
Massachusetts
$832K +$64.8K +131 +9%
TPI
1237
Trust Point Inc
Wisconsin
$831K -$70.8K -143 -8%
BWP
1238
Burling Wealth Partners
Illinois
$827K -$90.1K -182 -10%
CWM
1239
Circle Wealth Management
New Jersey
$824K +$12.9K +26 +2%
MIM
1240
Moseley Investment Management
Florida
$822K
OWA
1241
Opal Wealth Advisors
New York
$820K +$6.93K +14 +0.9%
DLA
1242
Douglas Lane & Associates
New York
$819K -$1.48K -3 -0.2%
SSCM
1243
Sovereign's Capital Management
Georgia
$817K -$91.5K -185 -11%
SL
1244
SFM LLC
New Hampshire
$817K +$3.96K +8 +0.5%
HHCP
1245
Hilton Head Capital Partners
South Carolina
$816K +$773K +1,562 New
LAM
1246
L2 Asset Management
Massachusetts
$813K +$30.7K +62 +4%
IWM
1247
IHT Wealth Management
Illinois
$811K -$197K -398 -20%
APW
1248
Aventura Private Wealth
Florida
$807K -$88.6K -179 -10%
IIA
1249
ICW Investment Advisors
Arizona
$806K +$56.4K +114 +8%
EWA
1250
EverSource Wealth Advisors
Alabama
$806K -$173K -350 -18%