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S&P Global

2,044 hedge funds and large institutions have $140B invested in S&P Global in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 793 increasing their positions, 794 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

5% more capital invested

Capital invested by funds: $133B → $140B (+$6.47B)

0% less repeat investments, than reductions

Existing positions increased: 793 | Existing positions reduced: 794

1% less funds holding

Funds holding: 2,0552,044 (-11)

Holders
2,044
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$911M
Puts
$668M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WC
1276
Woodstock Corp
Massachusetts
$623K
RF
1277
Rossby Financial
Florida
$622K
PWM
1278
Paulson Wealth Management
Illinois
$618K
ICP
1279
Interchange Capital Partners
Pennsylvania
$616K
FA
1280
Fiduciary Alliance
South Carolina
$616K
CD
1281
Chapin Davis
Maryland
$613K
HIP
1282
HUB Investment Partners
Texas
$613K
PSP
1283
Principal Street Partners
Tennessee
$612K
FA
1284
Fedenia Advisers
Wisconsin
$612K
IC
1285
Iconiq Capital
California
$611K
CPIA
1286
Cornell Pochily Investment Advisors
New York
$610K
LFG
1287
Larson Financial Group
Missouri
$609K
SF
1288
Synovus Financial
Georgia
$609K
LAS
1289
LWM Advisory Services
Florida
$607K
RDWM
1290
Red Door Wealth Management
Tennessee
$606K
CBT
1291
CoreFirst Bank & Trust
Kansas
$601K
FB
1292
Fulton Bank
Pennsylvania
$595K
HIIFS
1293
Harel Insurance Investments & Financial Services
Israel
$593K
SWM
1294
SeaCrest Wealth Management
New York
$590K
WF
1295
Welch & Forbes
Massachusetts
$589K
HWMT
1296
Heritage Wealth Management (Texas)
Texas
$587K
OWP
1297
ORG Wealth Partners
Texas
$587K
CP
1298
Clarendon Private
Massachusetts
$587K
NI
1299
Natural Investments
California
$582K
PWMAG
1300
Pinnacle Wealth Management Advisory Group
New Jersey
$581K