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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
EA
1401
Emerald Advisers
Pennsylvania
$480K
CCA
1402
Catalyst Capital Advisors
New York
$478K
SS
1403
Sunbelt Securities
Texas
$478K
SB
1404
Strategic Blueprint
Georgia
$477K
TA
1405
TFB Advisors
Kansas
$475K
MSS
1406
Mitchell Sinkler & Starr
Pennsylvania
$473K
3IP
1407
3Chopt Investment Partners
Virginia
$472K
TF
1408
Tenon Financial
New Jersey
$472K
GBT
1409
Grove Bank & Trust
Florida
$471K
SF
1410
Symphony Financial
Texas
$468K
SL
1411
Summitry LLC
California
$466K
HCMG
1412
Howard Capital Management Group
California
$466K
EFG
1413
Elm3 Financial Group
Georgia
$465K
LW
1414
Linscomb Wealth
Texas
$464K
HFRG
1415
Houlihan Financial Resource Group
Virginia
$464K
ARMT
1416
Amica Retiree Medical Trust
Rhode Island
$459K
MCM
1417
Manchester Capital Management
Vermont
$455K
JIC
1418
Joel Isaacson & Co
New York
$455K
MGIA
1419
Matthew Goff Investment Advisor
Texas
$451K
LCS
1420
Levin Capital Strategies
New York
$449K
FWA
1421
FSM Wealth Advisors
Ohio
$447K
PL
1422
Perpetual Ltd
Australia
$447K
BWG
1423
Berry Wealth Group
Texas
$446K
DCM
1424
Dudley Capital Management
Virginia
$445K
OL
1425
OneFund LLC
Florida
$443K