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
WCM
1426
Winthrop Capital Management
Indiana
$505K
DWM
1427
Ducere Wealth Management
California
$502K
CFM
1428
Catalyst Funds Management
Australia
$502K
CWA
1429
Cornerstone Wealth Advisors
Minnesota
$499K
AWM
1430
Accel Wealth Management
Iowa
$498K
PWMG
1431
Prestige Wealth Management Group
New Jersey
$494K
CTA
1432
Clear Trail Advisors
Texas
$494K
PJWM
1433
Philip James Wealth Mangement
Georgia
$493K
SFO
1434
Stenger Family Office
Illinois
$492K
IIL
1435
Income Insurance Ltd
$491K
EWA
1436
Eagle Wealth Advisors
Connecticut
$491K
WWM
1437
Wolff Wiese Magana
California
$490K
SYBT
1438
Stock Yards Bank & Trust
Kentucky
$489K
DT
1439
Diversified Trust
Tennessee
$489K
CAMV
1440
Concord Asset Management (Virginia)
Virginia
$488K
WMA
1441
West Michigan Advisors
Michigan
$487K
BWP
1442
Balboa Wealth Partners
Arizona
$487K
FIB
1443
First Interstate Bank
Montana
$486K
TF
1444
Tenon Financial
New Jersey
$485K
ST
1445
Smithfield Trust
Pennsylvania
$483K
OL
1446
OneFund LLC
Florida
$482K
AFT
1447
Alpha Family Trust
California
$481K
VAG
1448
VisionPoint Advisory Group
Texas
$477K
ESC
1449
Eurizon SLJ Capital
$477K
IAS
1450
Insigneo Advisory Services
Florida
$476K