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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
SDAM
1376
Shulman DeMeo Asset Management
New York
$563K
BFM
1377
Boothbay Fund Management
New York
$563K
LCWM
1378
Legacy Capital Wealth Management
Texas
$562K
SWA
1379
Stratos Wealth Advisors
Ohio
$562K
ICP
1380
Interchange Capital Partners
Pennsylvania
$560K
MPM
1381
Meritage Portfolio Management
Kansas
$558K
SPC
1382
Sigma Planning Corp
Michigan
$557K
VCA
1383
Verdence Capital Advisors
Maryland
$555K
HFO
1384
Heritage Family Offices
Arizona
$553K
OFS
1385
OneAscent Financial Services
Alabama
$553K
GBT
1386
Grove Bank & Trust
Florida
$552K
PFA
1387
Plotkin Financial Advisors
Maryland
$552K
HL
1388
HeadInvest LLC
Maine
$551K
SL
1389
Summitry LLC
California
$550K
CBT
1390
CoreFirst Bank & Trust
Kansas
$543K
RPWA
1391
Regent Peak Wealth Advisors
Georgia
$542K
PCA
1392
Pallas Capital Advisors
Massachusetts
$541K
RSS
1393
Rosenblum Silverman Sutton
California
$541K
CCA
1394
Childress Capital Advisors
Texas
$540K
FG
1395
Fiduciary Group
Georgia
$540K
CP
1396
Clarendon Private
Massachusetts
$538K
CRI
1397
Colonial River Investments
Virginia
$538K
GFA
1398
Gallagher Fiduciary Advisors
Illinois
$537K
EPIME
1399
Evelyn Partners Investment Management (Europe)
$537K
FNBTCON
1400
First National Bank & Trust Co of Newtown
Pennsylvania
$536K