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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
PWM
1326
Peck Wealth Management
New York
$644K
FFA
1327
First Foundation Advisors
California
$642K -$351K -709 -37%
SFSG
1328
Sound Financial Strategies Group
Mississippi
$642K -$55.4K -112 -8%
LCWP
1329
Legacy Capital Wealth Partners
Arkansas
$640K -$48K -97 -7%
WB
1330
WesBanco Bank
West Virginia
$639K -$52K -105 -8%
FWCM
1331
Ferguson Wellman Capital Management
Oregon
$635K -$8.41K -17 -1%
WHG
1332
Westwood Holdings Group
Texas
$634K -$4.45K -9 -0.7%
FNBOO
1333
First National Bank of Omaha
Nebraska
$633K +$594K +1,200 New
FA
1334
Fiduciary Alliance
South Carolina
$632K +$15.8K +32 +3%
BG
1335
Bahl & Gaynor
Ohio
$632K +$598K +1,209 New
NHC
1336
Nicholas Hoffman & Company
Georgia
$629K
SIAG
1337
Signet Investment Advisory Group
Rhode Island
$627K
JWCA
1338
J.W. Cole Advisors
Florida
$626K +$142K +287 +29%
1M
1339
1248 Management
Missouri
$624K
CPIA
1340
Cornell Pochily Investment Advisors
New York
$624K -$35.6K -72 -6%
FFO
1341
Fiduciary Family Office
Florida
$624K -$30.7K -62 -5%
NI
1342
Natural Investments
California
$624K +$43.5K +88 +8%
AAS
1343
Ameritas Advisory Services
Nebraska
$622K +$431K +872 +274%
GWM
1344
Gilpin Wealth Management
Colorado
$621K +$588K +1,189 New
MA
1345
Mutual Advisors
Nebraska
$617K -$101K -204 -15%
MFA
1346
Mayflower Financial Advisors
Massachusetts
$616K -$106K -214 -15%
MYIA
1347
Mount Yale Investment Advisors
Colorado
$613K -$435K -879 -43%
PWM
1348
Paulson Wealth Management
Illinois
$612K
DE
1349
Diversified Enterprises
Delaware
$610K +$324K +655 +128%
QC
1350
Quent Capital
New York
$609K +$43.5K +88 +8%