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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
ESBC
1301
E.S. Barr & Co
Kentucky
$580K
HFO
1302
Heritage Family Offices
Arizona
$579K
WMWM
1303
Whitaker-Myers Wealth Managers
Ohio
$578K
GFA
1304
Gallagher Fiduciary Advisors
Illinois
$578K
BFAG
1305
Blackston Financial Advisory Group
Florida
$576K
CAS
1306
CTC Alternative Strategies
Illinois
$575K
GFG
1307
Goldstone Financial Group
Illinois
$575K
SDAM
1308
Shulman DeMeo Asset Management
New York
$572K
QIM
1309
Quantitative Investment Management
Virginia
$572K
BBWP
1310
Beacon Bridge Wealth Partners
Pennsylvania
$571K
QC
1311
Quent Capital
New York
$571K
MWM
1312
Modern Wealth Management
Kansas
$568K
WA
1313
Waddell & Associates
Tennessee
$565K
EC
1314
EntryPoint Capital
New York
$563K
TFP
1315
Tilia Fiduciary Partners
North Carolina
$563K
LFAS
1316
Level Four Advisory Services
Texas
$561K
LF
1317
LifePlan Financial
Minnesota
$561K
PWG
1318
Portside Wealth Group
Utah
$561K
VAG
1319
VisionPoint Advisory Group
Texas
$558K
PFA
1320
Plotkin Financial Advisors
Maryland
$557K
HIP
1321
Harrell Investment Partners
Texas
$557K
DBRC
1322
D.B. Root & Company
Pennsylvania
$556K
AWM
1323
Accel Wealth Management
Iowa
$555K
SSW
1324
Smith Shellnut Wilson
Mississippi
$554K
1W
1325
1776 Wealth
Georgia
$554K