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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
TA
1351
TrueWealth Advisors
Alabama
$524K
CRI
1352
Colonial River Investments
Virginia
$524K
SW
1353
SVB Wealth
Massachusetts
$523K
GWP
1354
Gen-Wealth Partners
Michigan
$522K
GC
1355
Gilbert & Cook
Iowa
$522K
UCB
1356
United Community Bank
South Carolina
$521K
CH
1357
Cromwell Holdings
Wyoming
$520K
VCM
1358
Versant Capital Management
Arizona
$520K
FI
1359
Fosun International
China
$519K
ECM
1360
Elgethun Capital Management
South Dakota
$518K
HL
1361
HeadInvest LLC
Maine
$518K
CB
1362
CNB Bank
Pennsylvania
$516K
RFS
1363
Richardson Financial Services
Massachusetts
$516K
ALA
1364
Atlas Legacy Advisors
California
$511K
SFS
1365
Sowell Financial Services
Arkansas
$510K
ECM
1366
Eisler Capital Management
United Kingdom
$509K
RZH
1367
Relyea Zuckerberg Hanson
Connecticut
$508K
MCI
1368
MRP Capital Investments
Georgia
$508K
DWM
1369
Destination Wealth Management
California
$507K
MWM
1370
Modera Wealth Management
New Jersey
$506K
BWP
1371
Balboa Wealth Partners
Arizona
$505K
CWA
1372
Cornerstone Wealth Advisors
Minnesota
$504K
WWM
1373
Whalen Wealth Management
Nevada
$503K
SEIA
1374
Signature Estate & Investment Advisors
California
$503K
CCA
1375
Childress Capital Advisors
Texas
$501K