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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
AWA
1376
Arete Wealth Advisors
Illinois
$500K
DAC
1377
Dividend Assets Capital
South Carolina
$499K
PIA
1378
Pinion Investment Advisors
Kansas
$497K
SYBT
1379
Stock Yards Bank & Trust
Kentucky
$497K
PFG
1380
PAX Financial Group
Texas
$496K
WMA
1381
West Michigan Advisors
Michigan
$495K
WFA
1382
Wellspring Financial Advisors
Ohio
$494K
MAWA
1383
Moss Adams Wealth Advisors
Washington
$494K
FIB
1384
First Interstate Bank
Montana
$494K
NAG
1385
Northstar Advisory Group
New Jersey
$494K
AWM
1386
Ameliora Wealth Management
Switzerland
$494K
MPM
1387
Meritage Portfolio Management
Kansas
$494K
WAG
1388
Wallace Advisory Group
California
$493K
OL
1389
Optas LLC
Texas
$492K
4WM
1390
44 Wealth Management
Oregon
$492K
BFM
1391
Boothbay Fund Management
New York
$487K
OP
1392
ORG Partners
Indiana
$487K
MSCM
1393
McElhenny Sheffield Capital Management
Texas
$486K
XF
1394
XML Financial
Maryland
$486K
AFT
1395
Alpha Family Trust
California
$485K
WWM
1396
Wolff Wiese Magana
California
$484K
JFGIW
1397
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$484K
WAM
1398
Wakefield Asset Management
Colorado
$481K
PWMG
1399
Prestige Wealth Management Group
New Jersey
$481K
FG
1400
Fiduciary Group
Georgia
$480K