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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
WCM
1326
Winthrop Capital Management
Indiana
$553K
JF
1327
Jump Financial
Illinois
$552K
PFW
1328
Petros Family Wealth
Minnesota
$549K
WANY
1329
Wealthspire Advisors (New York)
New York
$548K
OFS
1330
OneAscent Financial Services
Alabama
$548K
SCP
1331
Sivia Capital Partners
California
$547K
CWP
1332
Concord Wealth Partners
Virginia
$544K
CAMV
1333
Concord Asset Management (Virginia)
Virginia
$544K
EFG
1334
Embree Financial Group
Illinois
$544K
IAS
1335
Insigneo Advisory Services
Florida
$544K
FNBTCON
1336
First National Bank & Trust Co of Newtown
Pennsylvania
$542K
EPIME
1337
Evelyn Partners Investment Management (Europe)
$542K
VCA
1338
Verdence Capital Advisors
Maryland
$540K
RSS
1339
Rosenblum Silverman Sutton
California
$540K
PWAM
1340
Private Wealth Asset Management
Iowa
$539K
ACM
1341
Ayrshire Capital Management
Connecticut
$539K
GS
1342
GTS Securities
New York
$538K
ACL
1343
Applied Capital LLC
Florida
$536K
NL
1344
NWAM LLC
Washington
$535K
PWA
1345
Provenance Wealth Advisors
Florida
$535K
WIM
1346
Waverton Investment Management
United Kingdom
$534K
NP
1347
Nilsine Partners
Colorado
$532K
BT
1348
Banque Transatlantique
France
$529K
RWM
1349
Revisor Wealth Management
Ohio
$528K
SWA
1350
Stratos Wealth Advisors
Ohio
$525K