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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
QLSGSCF
1351
Quent Long Short Global Small Cap Fund
New York
$609K +$577K +1,166 New
HWMG
1352
Harbour Wealth Management Group
South Carolina
$603K +$570K +1,153 New
BWA
1353
Basecamp Wealth Advisors
Washington
$602K +$570K +1,151 New
WC
1354
Woodstock Corp
Massachusetts
$600K +$1.48K +3 +0.3%
SWM
1355
SeaCrest Wealth Management
New York
$600K +$24.2K +49 +5%
QPBE
1356
Quintet Private Bank (Europe)
Luxembourg
$598K -$348K -704 -38%
3IP
1357
3Chopt Investment Partners
Virginia
$598K +$94K +190 +20%
FPAS
1358
Focus Partners Advisor Solutions
Missouri
$598K +$63.8K +129 +13%
SCP
1359
Sivia Capital Partners
California
$598K +$16.3K +33 +3%
OL
1360
Optas LLC
Texas
$597K +$62.8K +127 +13%
MGIA
1361
Moneta Group Investment Advisors
Missouri
$594K -$108K -218 -16%
RDWM
1362
Red Door Wealth Management
Tennessee
$591K -$9.4K -19 -2%
TAM
1363
Townsend Asset Management
North Carolina
$589K +$1.98K +4 +0.4%
CWP
1364
Concord Wealth Partners
Virginia
$589K +$23.8K +48 +4%
LFAS
1365
Level Four Advisory Services
Texas
$586K -$3.46K -7 -0.6%
AF
1366
Alerus Financial
North Dakota
$585K -$2.48M -5,022 -82%
LI
1367
Lafayette Investments
Maryland
$583K +$91K +184 +20%
JFGIW
1368
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$582K -$335K -678 -38%
HWMT
1369
Heritage Wealth Management (Texas)
Texas
$582K
PWMAG
1370
Pinnacle Wealth Management Advisory Group
New Jersey
$582K +$34.6K +70 +7%
JFG
1371
Jefferies Financial Group
New York
$578K +$52.4K +106 +11%
BC
1372
Burney Company
Virginia
$578K +$240K +485 +78%
PCS
1373
Personal CFO Solutions
New Jersey
$578K +$173K +350 +46%
BBWP
1374
Beacon Bridge Wealth Partners
Pennsylvania
$576K -$118K -238 -18%
ESBC
1375
E.S. Barr & Co
Kentucky
$575K