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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
NHT
1251
New Hampshire Trust
New Hampshire
$775K
NP
1252
Nilsine Partners
Colorado
$762K
SRM
1253
Shelter Rock Management
New York
$759K
ALA
1254
Atlas Legacy Advisors
California
$758K
MWM
1255
Modern Wealth Management
Kansas
$758K
XWL
1256
XXI Wealth LLC
Illinois
$756K
AW
1257
Alteri Wealth
California
$755K
RSC
1258
Red Spruce Capital
Pennsylvania
$755K
BMCM
1259
Bryn Mawr Capital Management
Pennsylvania
$753K
WI
1260
WBI Investments
New Jersey
$752K
TA
1261
TrueWealth Advisors
Alabama
$751K
AAMU
1262
AEGON Asset Management (UK)
United Kingdom
$750K
SRL
1263
Scientech Research LLC
New Jersey
$749K
WWM
1264
Whalen Wealth Management
Nevada
$748K
NA
1265
Navellier & Associates
Nevada
$745K
LHC
1266
Little House Capital
Massachusetts
$745K
SP
1267
SmartHarvest Portfolios
Washington
$743K
QWP
1268
Quotient Wealth Partners
Texas
$743K
TPCW
1269
TD Private Client Wealth
New York
$742K
ACI
1270
Alpha Cubed Investments
California
$739K
FA
1271
Fedenia Advisers
Wisconsin
$738K
AWA
1272
Argos Wealth Advisors
California
$734K
HIP
1273
HUB Investment Partners
Texas
$732K
WPW
1274
Waldron Private Wealth
Pennsylvania
$730K
DCU
1275
Dara Capital US
Florida
$729K