SPGI icon

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
FB
1376
Fulton Bank
Pennsylvania
$564K
SDAM
1377
Shulman DeMeo Asset Management
New York
$563K
BFM
1378
Boothbay Fund Management
New York
$563K
LCWM
1379
Legacy Capital Wealth Management
Texas
$562K
SWA
1380
Stratos Wealth Advisors
Ohio
$562K
ICP
1381
Interchange Capital Partners
Pennsylvania
$560K
MPM
1382
Meritage Portfolio Management
Kansas
$558K
SPC
1383
Sigma Planning Corp
Michigan
$557K
VCA
1384
Verdence Capital Advisors
Maryland
$555K
HFO
1385
Heritage Family Offices
Arizona
$553K
OFS
1386
OneAscent Financial Services
Alabama
$553K
GBT
1387
Grove Bank & Trust
Florida
$552K
PFA
1388
Plotkin Financial Advisors
Maryland
$552K
HL
1389
HeadInvest LLC
Maine
$551K
SL
1390
Summitry LLC
California
$550K
CBT
1391
CoreFirst Bank & Trust
Kansas
$543K
RPWA
1392
Regent Peak Wealth Advisors
Georgia
$542K
PCA
1393
Pallas Capital Advisors
Massachusetts
$541K
RSS
1394
Rosenblum Silverman Sutton
California
$541K
CCA
1395
Childress Capital Advisors
Texas
$540K
FG
1396
Fiduciary Group
Georgia
$540K
CP
1397
Clarendon Private
Massachusetts
$538K
CRI
1398
Colonial River Investments
Virginia
$538K
GFA
1399
Gallagher Fiduciary Advisors
Illinois
$537K
EPIME
1400
Evelyn Partners Investment Management (Europe)
$537K