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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
GJWM
1301
Gilliland Jeter Wealth Management
Arkansas
$701K -$78.2K -158 -11%
CCWM
1302
Cassaday & Co Wealth Management
Virginia
$700K +$2.97K +6 +0.5%
TWM
1303
Trueblood Wealth Management
Ohio
$697K -$27.2K -55 -4%
ECM
1304
Ebert Capital Management
California
$696K +$653K +1,319 New
KCM
1305
Kathmere Capital Management
Pennsylvania
$695K +$1.48K +3 +0.2%
NRC
1306
New Republic Capital
North Carolina
$695K +$294K +595 +81%
SRC
1307
Sage Rhino Capital
California
$694K +$657K +1,328 New
CAI
1308
Capital Advisors Inc
Oklahoma
$688K +$651K +1,316 New
TP
1309
TritonPoint Partners
Maryland
$687K +$650K +1,314 New
KIM
1310
Kestra Investment Management
Texas
$685K -$100K -203 -13%
USCWA
1311
U.S. Capital Wealth Advisors
Texas
$684K -$119K -240 -16%
ECA
1312
Elevated Capital Advisors
Utah
$683K -$113K -229 -15%
RCWM
1313
Royal Capital Wealth Management
Indiana
$679K
BOM
1314
Bank of Marin
California
$679K
AA
1315
Advisory Alpha
Michigan
$675K +$140K +283 +28%
MAG
1316
Meadowbrook Advisors Group
New Jersey
$672K +$636K +1,285 New
CBUSF
1317
Construction & Building Unions Superannuation Fund
Australia
$669K +$633K +1,280 New
CIM
1318
Cambria Investment Management
California
$661K +$118K +239 +23%
PWP
1319
Principle Wealth Partners
Connecticut
$660K -$10.4K -21 -2%
KCM
1320
Kendall Capital Management
Maryland
$659K -$1.98K -4 -0.3%
CIC
1321
Carnegie Investment Counsel
Ohio
$658K
AA
1322
Alta Advisers
United Kingdom
$646K -$198K -400 -24%
HT
1323
Heritage Trust
Oklahoma
$646K -$5.94K -12 -1%
HBS
1324
Howard Bailey Securities
Indiana
$645K -$25.2K -51 -4%
JF
1325
Joule Financial
Kentucky
$644K