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S&P Global

2,168 hedge funds and large institutions have $137B invested in S&P Global in 2025 Q4 according to their latest regulatory filings, with 297 funds opening new positions, 779 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: 2,0382,168 (+130)

1.47% more ownership

Funds ownership: 86.02%87.49% (+1.5%)

3% less repeat investments, than reductions

Existing positions increased: 779 | Existing positions reduced: 803

Holders
2,168
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
MGIA
1351
Moneta Group Investment Advisors
Missouri
$594K
RDWM
1352
Red Door Wealth Management
Tennessee
$591K
TAM
1353
Townsend Asset Management
North Carolina
$589K
CWP
1354
Concord Wealth Partners
Virginia
$589K
LFAS
1355
Level Four Advisory Services
Texas
$586K
AF
1356
Alerus Financial
North Dakota
$585K
LI
1357
Lafayette Investments
Maryland
$583K
JFGIW
1358
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$582K
HWMT
1359
Heritage Wealth Management (Texas)
Texas
$582K
PWMAG
1360
Pinnacle Wealth Management Advisory Group
New Jersey
$582K
JFG
1361
Jefferies Financial Group
New York
$578K
BC
1362
Burney Company
Virginia
$578K
PCS
1363
Personal CFO Solutions
New Jersey
$578K
BBWP
1364
Beacon Bridge Wealth Partners
Pennsylvania
$576K
ESBC
1365
E.S. Barr & Co
Kentucky
$575K
VVP
1366
Venture Visionary Partners
Ohio
$574K
WFI
1367
West Family Investments
California
$572K
FMLI
1368
Fukoku Mutual Life Insurance
Japan
$572K
MFIM
1369
Mesirow Financial Investment Management
Illinois
$571K
EFG
1370
Embree Financial Group
Illinois
$570K
AWM
1371
Ameliora Wealth Management
Switzerland
$569K
Parallax Volatility Advisers
1372
Parallax Volatility Advisers
California
$568K
CF
1373
Convergence Financial
Missouri
$568K
CAG
1374
Csenge Advisory Group
Florida
$565K
WA
1375
Waddell & Associates
Tennessee
$564K