SPGI icon

S&P Global

2,166 hedge funds and large institutions have $137B invested in S&P Global in 2025 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 778 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: 2,0372,166 (+129)

1.44% more ownership

Funds ownership: 86.02%87.46% (+1.4%)

3% less repeat investments, than reductions

Existing positions increased: 778 | Existing positions reduced: 803

Holders
2,166
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
CFP
1226
Catalyst Financial Partners
Massachusetts
$832K
TPI
1227
Trust Point Inc
Wisconsin
$831K
BWP
1228
Burling Wealth Partners
Illinois
$827K
CWM
1229
Circle Wealth Management
New Jersey
$824K
MIM
1230
Moseley Investment Management
Florida
$822K
OWA
1231
Opal Wealth Advisors
New York
$820K
DLA
1232
Douglas Lane & Associates
New York
$819K
SSCM
1233
Sovereign's Capital Management
Georgia
$817K
SL
1234
SFM LLC
New Hampshire
$817K
HHCP
1235
Hilton Head Capital Partners
South Carolina
$816K
LAM
1236
L2 Asset Management
Massachusetts
$813K
IWM
1237
IHT Wealth Management
Illinois
$811K
APW
1238
Aventura Private Wealth
Florida
$807K
IIA
1239
ICW Investment Advisors
Arizona
$806K
EWA
1240
EverSource Wealth Advisors
Alabama
$806K
GIM
1241
Generali Investments Management
Slovenia
$805K
HW
1242
Hancock Whitney
Mississippi
$797K
CCA
1243
Conestoga Capital Advisors
Pennsylvania
$795K
IPW
1244
Impact Partnership Wealth
Georgia
$789K
HPM
1245
Hoxton Planning & Management
West Virginia
$788K
NRW
1246
Nova R Wealth
Kansas
$788K
FNBT
1247
FineMark National Bank & Trust
Florida
$787K
OWP
1248
Obermeyer Wealth Partners
Colorado
$786K
PFW
1249
Petros Family Wealth
Minnesota
$784K
WSFS
1250
Wilmington Savings Fund Society
Delaware
$777K