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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
DCU
1276
Dara Capital US
Florida
$729K
HFM
1277
Hartford Funds Management
Pennsylvania
$728K
CT
1278
Caldwell Trust
Florida
$727K
CD
1279
Chapin Davis
Maryland
$726K
LJCM
1280
Lee Johnson Capital Management
Texas
$725K
SS
1281
SBI Securities
Japan
$723K
NWMG
1282
National Wealth Management Group
Ohio
$721K
LFG
1283
Larson Financial Group
Missouri
$720K
SAG
1284
SageView Advisory Group
California
$719K
LFA
1285
Legacy Financial Advisors
Kentucky
$717K
PJSIMP
1286
P.J. Schmidt Investment Management (PJS)
Wisconsin
$714K
PFBT
1287
Parkside Financial Bank & Trust
Missouri
$713K
JF
1288
Jericho Financial
Ohio
$711K
FAM
1289
Formidable Asset Management
Ohio
$708K
NG
1290
Norden Group
Utah
$705K
MHC
1291
May Hill Capital
Massachusetts
$705K
T
1292
TOBAM
France
$704K
GJWM
1293
Gilliland Jeter Wealth Management
Arkansas
$701K
CCWM
1294
Cassaday & Co Wealth Management
Virginia
$700K
TWM
1295
Trueblood Wealth Management
Ohio
$697K
ECM
1296
Ebert Capital Management
California
$696K
KCM
1297
Kathmere Capital Management
Pennsylvania
$695K
NRC
1298
New Republic Capital
North Carolina
$695K
SRC
1299
Sage Rhino Capital
California
$694K
CAI
1300
Capital Advisors Inc
Oklahoma
$688K