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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
GIM
1251
Generali Investments Management
Slovenia
$805K -$41.6K -84 -5%
HW
1252
Hancock Whitney
Mississippi
$797K -$52.4K -106 -6%
CCA
1253
Conestoga Capital Advisors
Pennsylvania
$795K +$12.4K +25 +2%
IPW
1254
Impact Partnership Wealth
Georgia
$789K +$747K +1,510 New
HPM
1255
Hoxton Planning & Management
West Virginia
$788K -$7.92K -16 -1%
NRW
1256
Nova R Wealth
Kansas
$788K
FNBT
1257
FineMark National Bank & Trust
Florida
$787K
OWP
1258
Obermeyer Wealth Partners
Colorado
$786K
PFW
1259
Petros Family Wealth
Minnesota
$784K +$202K +409 +37%
WSFS
1260
Wilmington Savings Fund Society
Delaware
$777K +$233K +470 +46%
NHT
1261
New Hampshire Trust
New Hampshire
$775K -$8.41K -17 -1%
NP
1262
Nilsine Partners
Colorado
$762K +$108K +218 +18%
SRM
1263
Shelter Rock Management
New York
$759K +$718K +1,452 New
ALA
1264
Atlas Legacy Advisors
California
$758K +$172K +348 +31%
MWM
1265
Modern Wealth Management
Kansas
$758K +$170K +343 +31%
XWL
1266
XXI Wealth LLC
Illinois
$756K +$715K +1,446 New
AW
1267
Alteri Wealth
California
$755K -$75.7K -153 -10%
RSC
1268
Red Spruce Capital
Pennsylvania
$755K
BMCM
1269
Bryn Mawr Capital Management
Pennsylvania
$753K +$248K +501 +53%
WI
1270
WBI Investments
New Jersey
$752K +$712K +1,438 New
TA
1271
TrueWealth Advisors
Alabama
$751K +$36.6K +74 +5%
AAMU
1272
AEGON Asset Management (UK)
United Kingdom
$750K +$134K +271 +23%
SRL
1273
Scientech Research LLC
New Jersey
$749K -$325K -656 -31%
WWM
1274
Whalen Wealth Management
Nevada
$748K +$322K +650 +83%
NA
1275
Navellier & Associates
Nevada
$745K