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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
CBT
1401
CoreFirst Bank & Trust
Kansas
$543K -$24.7K -50 -5%
RPWA
1402
Regent Peak Wealth Advisors
Georgia
$542K +$5.44K +11 +1%
PCA
1403
Pallas Capital Advisors
Massachusetts
$541K -$345K -698 -40%
RSS
1404
Rosenblum Silverman Sutton
California
$541K +$5.44K +11 +1%
CCA
1405
Childress Capital Advisors
Texas
$540K -$45.5K -92 -8%
FG
1406
Fiduciary Group
Georgia
$540K +$51.5K +104 +11%
CP
1407
Clarendon Private
Massachusetts
$538K -$11.4K -23 -2%
CRI
1408
Colonial River Investments
Virginia
$538K +$21.3K +43 +4%
GFA
1409
Gallagher Fiduciary Advisors
Illinois
$537K +$32.2K +65 +7%
EPIME
1410
Evelyn Partners Investment Management (Europe)
$537K
FNBTCON
1411
First National Bank & Trust Co of Newtown
Pennsylvania
$536K
ACM
1412
Ayrshire Capital Management
Connecticut
$535K
AWM
1413
Angeles Wealth Management
California
$534K +$163K +330 +48%
HIP
1414
Harrell Investment Partners
Texas
$533K -$2.97K -6 -0.6%
VFG
1415
Victory Financial Group
Texas
$532K +$214K +432 +74%
ACL
1416
Applied Capital LLC
Florida
$531K
PWA
1417
Provenance Wealth Advisors
Florida
$530K
PWG
1418
Portside Wealth Group
Utah
$528K -$17.8K -36 -3%
1W
1419
1776 Wealth
Georgia
$528K -$495 -1 -0.1%
AHL
1420
Abel Hall LLC
Louisiana
$525K +$497K +1,005 New
DWM
1421
Ducere Wealth Management
California
$525K +$497K +1,004 New
WTA
1422
Washington Trust Advisors
Massachusetts
$524K +$446K +902 +902%
FH
1423
FWG Holdings
Florida
$524K +$491K +992 New
SIAG
1424
Safeguard Investment Advisory Group
California
$523K +$495K +1,001 New
TS
1425
Triglav Skladi
Slovenia
$523K -$866K -1,750 -64%