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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
VVP
1376
Venture Visionary Partners
Ohio
$574K +$4.95K +10 +0.9%
WFI
1377
West Family Investments
California
$572K -$218K -440 -29%
FMLI
1378
Fukoku Mutual Life Insurance
Japan
$572K -$73.2K -148 -12%
MFIM
1379
Mesirow Financial Investment Management
Illinois
$571K -$142K -287 -21%
EFG
1380
Embree Financial Group
Illinois
$570K +$10.4K +21 +2%
AWM
1381
Ameliora Wealth Management
Switzerland
$569K +$31.7K +64 +6%
Parallax Volatility Advisers
1382
Parallax Volatility Advisers
California
$568K +$15.3K +31 +3%
CF
1383
Convergence Financial
Missouri
$568K +$126K +254 +31%
CAG
1384
Csenge Advisory Group
Florida
$565K -$207K -418 -28%
WA
1385
Waddell & Associates
Tennessee
$564K +$4.45K +9 +0.8%
FB
1386
Fulton Bank
Pennsylvania
$564K +$51.5K +104 +11%
SDAM
1387
Shulman DeMeo Asset Management
New York
$563K +$495 +1 +0.1%
BFM
1388
Boothbay Fund Management
New York
$563K -$522K -1,056 -49%
LCWM
1389
Legacy Capital Wealth Management
Texas
$562K +$532K +1,076 New
SWA
1390
Stratos Wealth Advisors
Ohio
$562K -$64.3K -130 -11%
ICP
1391
Interchange Capital Partners
Pennsylvania
$560K -$230K -464 -30%
MPM
1392
Meritage Portfolio Management
Kansas
$558K +$105K +212 +25%
SPC
1393
Sigma Planning Corp
Michigan
$557K +$18.3K +37 +4%
VCA
1394
Verdence Capital Advisors
Maryland
$555K -$495 -1 -0.1%
HFO
1395
Heritage Family Offices
Arizona
$553K -$38.1K -77 -7%
OFS
1396
OneAscent Financial Services
Alabama
$553K +$97.5K +197 +23%
GBT
1397
Grove Bank & Trust
Florida
$552K +$74.7K +151 +17%
PFA
1398
Plotkin Financial Advisors
Maryland
$552K
HL
1399
HeadInvest LLC
Maine
$551K -$8.91K -18 -2%
SL
1400
Summitry LLC
California
$550K +$51K +103 +11%