SPGI icon

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
KIM
1301
Kestra Investment Management
Texas
$685K
USCWA
1302
U.S. Capital Wealth Advisors
Texas
$684K
ECA
1303
Elevated Capital Advisors
Utah
$683K
RCWM
1304
Royal Capital Wealth Management
Indiana
$679K
BOM
1305
Bank of Marin
California
$679K
AA
1306
Advisory Alpha
Michigan
$675K
MAG
1307
Meadowbrook Advisors Group
New Jersey
$672K
CBUSF
1308
Construction & Building Unions Superannuation Fund
Australia
$669K
CIM
1309
Cambria Investment Management
California
$661K
PWP
1310
Principle Wealth Partners
Connecticut
$660K
KCM
1311
Kendall Capital Management
Maryland
$659K
CIC
1312
Carnegie Investment Counsel
Ohio
$658K
AA
1313
Alta Advisers
United Kingdom
$646K
HT
1314
Heritage Trust
Oklahoma
$646K
HBS
1315
Howard Bailey Securities
Indiana
$645K
JF
1316
Joule Financial
Kentucky
$644K
FFA
1317
First Foundation Advisors
California
$642K
SFSG
1318
Sound Financial Strategies Group
Mississippi
$642K
LCWP
1319
Legacy Capital Wealth Partners
Arkansas
$640K
WB
1320
WesBanco Bank
West Virginia
$639K
FWCM
1321
Ferguson Wellman Capital Management
Oregon
$635K
WHG
1322
Westwood Holdings Group
Texas
$634K
FNBOO
1323
First National Bank of Omaha
Nebraska
$633K
FA
1324
Fiduciary Alliance
South Carolina
$632K
BG
1325
Bahl & Gaynor
Ohio
$632K