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S&P Global

2,167 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, 779 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: 2,0382,167 (+129)

1.47% more ownership

Funds ownership: 86.02%87.49% (+1.5%)

3% less repeat investments, than reductions

Existing positions increased: 779 | Existing positions reduced: 803

Holders
2,167
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
IAS
1451
Insigneo Advisory Services
Florida
$476K
LOWM
1452
Laurel Oak Wealth Management
New Jersey
$476K
CG
1453
Cynosure Group
Utah
$476K
SB
1454
Strategic Blueprint
Georgia
$474K
AI
1455
AdvisorShares Investments
Maryland
$470K
PFG
1456
PAX Financial Group
Texas
$469K
RP
1457
Riverwater Partners
Wisconsin
$469K
TW
1458
ticino wealth
California
$469K
MWM
1459
Modera Wealth Management
New Jersey
$467K
MSS
1460
Mitchell Sinkler & Starr
Pennsylvania
$466K
RS
1461
R Squared
Hong Kong
$466K
PL
1462
Perpetual Ltd
Australia
$465K
4WM
1463
44 Wealth Management
Oregon
$463K
AIM
1464
Alhambra Investment Management
Florida
$463K
AWA
1465
Arete Wealth Advisors
Illinois
$463K
UCB
1466
United Community Bank
South Carolina
$461K
HCMG
1467
Howard Capital Management Group
California
$461K
NL
1468
NWAM LLC
Washington
$461K
ZIM
1469
Zacks Investment Management
Illinois
$460K
HFRG
1470
Houlihan Financial Resource Group
Virginia
$459K
WAM
1471
Wakefield Asset Management
Colorado
$459K
SIM
1472
Sentry Investment Management
Wisconsin
$459K
TP
1473
Tranquility Partners
Tennessee
$459K
TWM
1474
Topsail Wealth Management
North Carolina
$459K
VGDSS
1475
VUB Generali dochodkova spravcovska spolocnost
$458K