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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
HFM
1276
Hartford Funds Management
Pennsylvania
$728K
CT
1277
Caldwell Trust
Florida
$727K
CD
1278
Chapin Davis
Maryland
$726K
LJCM
1279
Lee Johnson Capital Management
Texas
$725K
SS
1280
SBI Securities
Japan
$723K
NWMG
1281
National Wealth Management Group
Ohio
$721K
LFG
1282
Larson Financial Group
Missouri
$720K
SAG
1283
SageView Advisory Group
California
$719K
LFA
1284
Legacy Financial Advisors
Kentucky
$717K
PJSIMP
1285
P.J. Schmidt Investment Management (PJS)
Wisconsin
$714K
PFBT
1286
Parkside Financial Bank & Trust
Missouri
$713K
JF
1287
Jericho Financial
Ohio
$711K
FAM
1288
Formidable Asset Management
Ohio
$708K
NG
1289
Norden Group
Utah
$705K
MHC
1290
May Hill Capital
Massachusetts
$705K
T
1291
TOBAM
France
$704K
GJWM
1292
Gilliland Jeter Wealth Management
Arkansas
$701K
CCWM
1293
Cassaday & Co Wealth Management
Virginia
$700K
TWM
1294
Trueblood Wealth Management
Ohio
$697K
ECM
1295
Ebert Capital Management
California
$696K
KCM
1296
Kathmere Capital Management
Pennsylvania
$695K
NRC
1297
New Republic Capital
North Carolina
$695K
SRC
1298
Sage Rhino Capital
California
$694K
CAI
1299
Capital Advisors Inc
Oklahoma
$688K
TP
1300
TritonPoint Partners
Maryland
$687K