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S&P Global

2,166 hedge funds and large institutions have $137B invested in S&P Global in 2025 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 778 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: 2,0372,166 (+129)

1.44% more ownership

Funds ownership: 86.02%87.46% (+1.4%)

3% less repeat investments, than reductions

Existing positions increased: 778 | Existing positions reduced: 803

Holders
2,166
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
RDWM
1351
Red Door Wealth Management
Tennessee
$591K
TAM
1352
Townsend Asset Management
North Carolina
$589K
CWP
1353
Concord Wealth Partners
Virginia
$589K
LFAS
1354
Level Four Advisory Services
Texas
$586K
AF
1355
Alerus Financial
North Dakota
$585K
LI
1356
Lafayette Investments
Maryland
$583K
JFGIW
1357
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$582K
HWMT
1358
Heritage Wealth Management (Texas)
Texas
$582K
PWMAG
1359
Pinnacle Wealth Management Advisory Group
New Jersey
$582K
JFG
1360
Jefferies Financial Group
New York
$578K
BC
1361
Burney Company
Virginia
$578K
PCS
1362
Personal CFO Solutions
New Jersey
$578K
BBWP
1363
Beacon Bridge Wealth Partners
Pennsylvania
$576K
ESBC
1364
E.S. Barr & Co
Kentucky
$575K
VVP
1365
Venture Visionary Partners
Ohio
$574K
WFI
1366
West Family Investments
California
$572K
FMLI
1367
Fukoku Mutual Life Insurance
Japan
$572K
MFIM
1368
Mesirow Financial Investment Management
Illinois
$571K
EFG
1369
Embree Financial Group
Illinois
$570K
AWM
1370
Ameliora Wealth Management
Switzerland
$569K
Parallax Volatility Advisers
1371
Parallax Volatility Advisers
California
$568K
CF
1372
Convergence Financial
Missouri
$568K
CAG
1373
Csenge Advisory Group
Florida
$565K
WA
1374
Waddell & Associates
Tennessee
$564K
FB
1375
Fulton Bank
Pennsylvania
$564K