SPGI icon

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
ACM
1401
Ayrshire Capital Management
Connecticut
$535K
AWM
1402
Angeles Wealth Management
California
$534K
HIP
1403
Harrell Investment Partners
Texas
$533K
VFG
1404
Victory Financial Group
Texas
$532K
ACL
1405
Applied Capital LLC
Florida
$531K
PWA
1406
Provenance Wealth Advisors
Florida
$530K
PWG
1407
Portside Wealth Group
Utah
$528K
1W
1408
1776 Wealth
Georgia
$528K
AHL
1409
Abel Hall LLC
Louisiana
$525K
WTA
1410
Washington Trust Advisors
Massachusetts
$524K
FH
1411
FWG Holdings
Florida
$524K
SIAG
1412
Safeguard Investment Advisory Group
California
$523K
TS
1413
Triglav Skladi
Slovenia
$523K
HCM
1414
Helios Capital Management
Singapore
$523K
MAWA
1415
Moss Adams Wealth Advisors
Washington
$522K
PWAM
1416
Private Wealth Asset Management
Iowa
$518K
HI
1417
Harbour Investments
Wisconsin
$517K
CH
1418
Cromwell Holdings
Wyoming
$516K
FI
1419
Fosun International
China
$515K
ECM
1420
Elgethun Capital Management
South Dakota
$514K
GC
1421
Gilbert & Cook
Iowa
$511K
CB
1422
CNB Bank
Pennsylvania
$511K
PMA
1423
Prudent Man Advisors
Illinois
$509K
WWMP
1424
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$507K
ACP
1425
Argyle Capital Partners
California
$506K