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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

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: $ → $

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
Holders Change %
% of All Funds
Holding in Top 10
93
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
DT
1451
Diversified Trust
Tennessee
$489K
CAMV
1452
Concord Asset Management (Virginia)
Virginia
$488K
WMA
1453
West Michigan Advisors
Michigan
$487K
BWP
1454
Balboa Wealth Partners
Arizona
$487K
FIB
1455
First Interstate Bank
Montana
$486K
TF
1456
Tenon Financial
New Jersey
$485K
ST
1457
Smithfield Trust
Pennsylvania
$483K
OL
1458
OneFund LLC
Florida
$482K
AFT
1459
Alpha Family Trust
California
$481K
EP
1460
Essential Partners
California
$478K
VAG
1461
VisionPoint Advisory Group
Texas
$477K
ESC
1462
Eurizon SLJ Capital
$477K
IAS
1463
Insigneo Advisory Services
Florida
$476K
LOWM
1464
Laurel Oak Wealth Management
New Jersey
$476K
CG
1465
Cynosure Group
Utah
$476K
SB
1466
Strategic Blueprint
Georgia
$474K
AI
1467
AdvisorShares Investments
Maryland
$470K
PFG
1468
PAX Financial Group
Texas
$469K
RP
1469
Riverwater Partners
Wisconsin
$469K
TW
1470
ticino wealth
California
$469K
MWM
1471
Modera Wealth Management
New Jersey
$467K
MSS
1472
Mitchell Sinkler & Starr
Pennsylvania
$466K
RS
1473
R Squared
Hong Kong
$466K
PL
1474
Perpetual Ltd
Australia
$465K
4WM
1475
44 Wealth Management
Oregon
$463K