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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
WSFS
1251
Wilmington Savings Fund Society
Delaware
$777K
NHT
1252
New Hampshire Trust
New Hampshire
$775K
NP
1253
Nilsine Partners
Colorado
$762K
SRM
1254
Shelter Rock Management
New York
$759K
ALA
1255
Atlas Legacy Advisors
California
$758K
MWM
1256
Modern Wealth Management
Kansas
$758K
XWL
1257
XXI Wealth LLC
Illinois
$756K
AW
1258
Alteri Wealth
California
$755K
RSC
1259
Red Spruce Capital
Pennsylvania
$755K
BMCM
1260
Bryn Mawr Capital Management
Pennsylvania
$753K
WI
1261
WBI Investments
New Jersey
$752K
TA
1262
TrueWealth Advisors
Alabama
$751K
AAMU
1263
AEGON Asset Management (UK)
United Kingdom
$750K
SRL
1264
Scientech Research LLC
New Jersey
$749K
WWM
1265
Whalen Wealth Management
Nevada
$748K
NA
1266
Navellier & Associates
Nevada
$745K
LHC
1267
Little House Capital
Massachusetts
$745K
SP
1268
SmartHarvest Portfolios
Washington
$743K
QWP
1269
Quotient Wealth Partners
Texas
$743K
TPCW
1270
TD Private Client Wealth
New York
$742K
ACI
1271
Alpha Cubed Investments
California
$739K
FA
1272
Fedenia Advisers
Wisconsin
$738K
AWA
1273
Argos Wealth Advisors
California
$734K
HIP
1274
HUB Investment Partners
Texas
$732K
WPW
1275
Waldron Private Wealth
Pennsylvania
$730K