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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
26.69%
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
LHC
1276
Little House Capital
Massachusetts
$745K
SP
1277
SmartHarvest Portfolios
Washington
$743K +$704K +1,422 New
QWP
1278
Quotient Wealth Partners
Texas
$743K -$21.8K -44 -3%
TPCW
1279
TD Private Client Wealth
New York
$742K +$33.2K +67 +5%
ACI
1280
Alpha Cubed Investments
California
$739K -$5.44K -11 -0.8%
FA
1281
Fedenia Advisers
Wisconsin
$738K -$40.6K -82 -5%
AWA
1282
Argos Wealth Advisors
California
$734K +$695K +1,405 New
HIP
1283
HUB Investment Partners
Texas
$732K +$71.2K +144 +11%
WPW
1284
Waldron Private Wealth
Pennsylvania
$730K -$78.7K -159 -10%
DCU
1285
Dara Capital US
Florida
$729K +$690K +1,395 New
HFM
1286
Hartford Funds Management
Pennsylvania
$728K +$332K +672 +93%
CT
1287
Caldwell Trust
Florida
$727K -$16.8K -34 -2%
CD
1288
Chapin Davis
Maryland
$726K +$12.9K +26 +2%
LJCM
1289
Lee Johnson Capital Management
Texas
$725K -$51K -103 -7%
SS
1290
SBI Securities
Japan
$723K +$3.96K +8 +0.6%
NWMG
1291
National Wealth Management Group
Ohio
$721K -$545K -1,102 -44%
LFG
1292
Larson Financial Group
Missouri
$720K +$121K +244 +22%
SAG
1293
SageView Advisory Group
California
$719K -$555K -1,122 -45%
LFA
1294
Legacy Financial Advisors
Kentucky
$717K +$16.3K +33 +2%
PJSIMP
1295
P.J. Schmidt Investment Management (PJS)
Wisconsin
$714K -$231K -466 -25%
PFBT
1296
Parkside Financial Bank & Trust
Missouri
$713K +$17.3K +35 +3%
JF
1297
Jericho Financial
Ohio
$711K -$146K -296 -18%
FAM
1298
Formidable Asset Management
Ohio
$708K
NG
1299
Norden Group
Utah
$705K +$12.9K +26 +2%
T
1300
TOBAM
France
$704K +$667K +1,348 New